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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.13K+ 13.83% |
$121K - $126K
|
9.32K
$834K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
1.12K+ 3.24% |
$120K - $125K
|
35.8K
$3.21M
|
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.11K+ 17.24% |
$119K - $123K
|
7.57K
$678K
|
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.1K+ 4.22% |
$117K - $122K
|
27.1K
$2.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.08K+ 5.6% |
$115K - $120K
|
20.4K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.08K+ 2.18% |
$115K - $120K
|
50.5K
$4.52M
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
BUY
|
- |
1.06K+ 46.34% |
$113K - $117K
|
3.34K
$299K
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.02K+ 34.9% |
$109K - $114K
|
3.96K
$354K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.02K+ 34.9% |
$109K - $114K
|
3.96K
$354K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
920+ 2.72% |
$98K - $102K
|
34.7K
$3.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
911New |
$97.1K - $101K
|
911
$81.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
899+ 12.26% |
$95.8K - $99.7K
|
8.23K
$737K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
892+ 5.36% |
$95.1K - $98.9K
|
17.5K
$1.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
890New |
$94.8K - $98.7K
|
890
$79.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
884+ 6.81% |
$94.2K - $98.1K
|
13.9K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
827+ 0.6% |
$88.1K - $91.7K
|
138K
$12.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
779+ 8.74% |
$83K - $86.4K
|
9.7K
$868K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
751New |
$80K - $83.3K
|
751
$67.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
735+ 40.16% |
$78.3K - $81.5K
|
2.57K
$230K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
734New |
$78.2K - $81.4K
|
734
$65.7K
|
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
BUY
|
- |
721+ 8.95% |
$76.8K - $80K
|
8.77K
$786K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
700New |
$74.6K - $77.6K
|
700
$62.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
690New |
$73.5K - $76.5K
|
690
$61.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
673New |
$71.7K - $74.6K
|
673
$60.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
663+ 4.0% |
$70.7K - $73.5K
|
17.3K
$1.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
662+ 4.08% |
$70.5K - $73.4K
|
16.9K
$1.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
660+ 23.1% |
$70.3K - $73.2K
|
3.52K
$315K
|
|
|
Jan 21, 2022
Q4 2021
|
New Potomac Partners, LLC
|
BUY
|
- |
655+ 2.77% |
$69.8K - $72.7K
|
24.3K
$2.18M
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
654+ 11.08% |
$69.7K - $72.5K
|
6.56K
$587K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
650New |
$69.3K - $72.1K
|
650
$58.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
650+ 9.46% |
$69.3K - $72.1K
|
7.52K
$674K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
640+ 4.96% |
$68.2K - $71K
|
13.6K
$1.21M
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
585+ 41.31% |
$62.3K - $64.9K
|
2K
$179K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
575+ 4.01% |
$61.3K - $63.8K
|
14.9K
$1.33M
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
568+ 35.24% |
$60.5K - $63K
|
2.18K
$195K
|
|
|
Feb 14, 2022
Q4 2021
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
535+ 3.24% |
$57K - $59.3K
|
17.1K
$1.53M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
530New |
$56.5K - $58.8K
|
530
$47.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
507+ 4.43% |
$54K - $56.2K
|
11.9K
$1.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
506+ 8.02% |
$53.9K - $56.1K
|
6.82K
$610K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
500+ 495.05% |
$53.3K - $55.5K
|
601
$53.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
496+ 2.81% |
$52.9K - $55K
|
18.2K
$1.63M
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
BUY
|
- |
486+ 14.87% |
$51.8K - $53.9K
|
3.75K
$336K
|
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
484+ 1.61% |
$51.6K - $53.7K
|
30.5K
$2.74M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
458+ 19.84% |
$48.8K - $50.8K
|
2.77K
$248K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
452+ 17.48% |
$48.2K - $50.1K
|
3.04K
$272K
|
|
|
Feb 02, 2022
Q4 2021
|
Banque Pictet & Cie Sa
|
BUY
|
- |
438+ 19.51% |
$46.7K - $48.6K
|
2.68K
$240K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
436+ 172.33% |
$46.5K - $48.4K
|
689
$61.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
425+ 18.3% |
$45.3K - $47.1K
|
2.75K
$246K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
424+ 17.15% |
$45.2K - $47K
|
2.9K
$259K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
420New |
$44.8K - $46.6K
|
420
$37.6K
|