Purchases and Sales Made in Q4 2021 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.4KNew |
$255K - $266K
|
2.4K
$215K
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.4K+ 1.69% |
$255K - $266K
|
144K
$12.9M
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.35KNew |
$250K - $261K
|
2.35K
$210K
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.29K+ 20.48% |
$244K - $254K
|
13.5K
$1.2M
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
2.27K+ 2.36% |
$242K - $252K
|
98.4K
$8.81M
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.25K+ 73.07% |
$240K - $250K
|
5.33K
$478K
|
|
Jan 28, 2022
Q4 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
2.22K+ 4.75% |
$236K - $246K
|
49K
$4.39M
|
|
Jan 28, 2022
Q4 2021
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.17KNew |
$231K - $240K
|
2.17K
$194K
|
|
Jan 18, 2022
Q4 2021
|
Stairway Partners, LLC
|
BUY
|
- |
2.16K+ 1.81% |
$230K - $239K
|
122K
$10.9M
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.15K+ 63.6% |
$229K - $239K
|
5.53K
$496K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2.11K+ 1.71% |
$225K - $234K
|
126K
$11.3M
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.1KNew |
$224K - $233K
|
2.1K
$188K
|
|
Feb 14, 2022
Q4 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.1K+ 7.43% |
$223K - $233K
|
30.3K
$2.72M
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
2KNew |
$213K - $221K
|
2K
$179K
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
1.98K+ 11.84% |
$211K - $220K
|
18.7K
$1.67M
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.97KNew |
$210K - $219K
|
1.97K
$177K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.95KNew |
$208K - $217K
|
1.95K
$175K
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.9KNew |
$202K - $210K
|
1.9K
$170K
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
1.87KNew |
$200K - $208K
|
1.87K
$168K
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1.85KNew |
$197K - $205K
|
1.85K
$166K
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.77K+ 52.65% |
$189K - $196K
|
5.14K
$460K
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
1.76K+ 6.34% |
$188K - $195K
|
29.5K
$2.65M
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.76K+ 6.19% |
$188K - $195K
|
30.2K
$2.71M
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.76K+ 40.48% |
$187K - $195K
|
6.1K
$546K
|
|
Feb 11, 2022
Q4 2021
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.68K+ 20.03% |
$179K - $187K
|
10.1K
$903K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.58K+ 3.7% |
$169K - $176K
|
44.3K
$3.97M
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.58K+ 64.32% |
$168K - $175K
|
4.04K
$362K
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
1.58K+ 474.47% |
$168K - $175K
|
1.91K
$171K
|
|
Feb 08, 2022
Q4 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
1.55K+ 2.09% |
$165K - $172K
|
75.8K
$6.79M
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.55K+ 67.35% |
$165K - $171K
|
3.84K
$344K
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
1.51K+ 8.09% |
$160K - $167K
|
20.1K
$1.8M
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.49K+ 18.99% |
$159K - $165K
|
9.34K
$836K
|
|
Feb 14, 2022
Q4 2021
|
Chandler Asset Management, Inc.
|
BUY
|
- |
1.49KNew |
$158K - $165K
|
1.49K
$133K
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.49KNew |
$158K - $165K
|
1.49K
$133K
|
|
Feb 07, 2022
Q4 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.45K+ 8.94% |
$155K - $161K
|
17.7K
$1.59M
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
1.42KNew |
$151K - $158K
|
1.42K
$127K
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
1.37K+ 1.2% |
$146K - $152K
|
116K
$10.4M
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.35K+ 1.59% |
$144K - $150K
|
86.4K
$7.73M
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.28K+ 8.13% |
$136K - $142K
|
17K
$1.53M
|
|
Feb 14, 2022
Q4 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.27K+ 8.88% |
$136K - $141K
|
15.6K
$1.4M
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.26K+ 15.3% |
$134K - $140K
|
9.48K
$849K
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
1.24K+ 2.69% |
$132K - $137K
|
47.3K
$4.24M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.23K+ 4.68% |
$131K - $136K
|
27.4K
$2.45M
|
|
Feb 08, 2022
Q4 2021
|
River & Mercantile LLC
Waltham, MA |
BUY
|
- |
1.21K+ 5.53% |
$129K - $135K
|
23.2K
$2.07M
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
1.19K+ 52.37% |
$127K - $132K
|
3.47K
$311K
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
1.17K+ 13.78% |
$125K - $130K
|
9.69K
$868K
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
1.17K+ 6.5% |
$124K - $129K
|
19.1K
$1.71M
|
|
Jan 27, 2022
Q4 2021
|
Unison Advisors LLC
|
BUY
|
- |
1.16K+ 25.86% |
$124K - $129K
|
5.67K
$507K
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1.16K+ 29.5% |
$124K - $129K
|
5.11K
$457K
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.14KNew |
$122K - $127K
|
1.14K
$102K
|