Purchases and Sales Made in Q4 2022 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q4 2022. 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 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-2- 1.23% |
$154 - $176
|
161
$14.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4- 21.05% |
$308 - $351
|
15
$1.36K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-4- 57.14% |
$308 - $351
|
3
$271
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-7- 0.25% |
$540 - $615
|
2.78K
$252K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-7- 0.73% |
$540 - $615
|
956
$86.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
SELL
|
- |
-7- 0.26% |
$540 - $615
|
2.67K
$241K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-7- 0.72% |
$540 - $615
|
968
$87.5K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-16- 94.12% |
$1.23K - $1.4K
|
1
$90.4
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-18- 0.33% |
$1.39K - $1.58K
|
5.42K
$489K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-22- 0.79% |
$1.7K - $1.93K
|
2.76K
$250K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-24- 96.0% |
$1.85K - $2.11K
|
1
$90.4
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-24- 2.51% |
$1.85K - $2.11K
|
933
$84.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-26- 5.76% |
$2K - $2.28K
|
425
$38.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-37- 2.4% |
$2.85K - $3.25K
|
1.51K
$136K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-39- 4.62% |
$3.01K - $3.42K
|
805
$72.7K
|
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
SELL
|
- |
-58- 2.16% |
$4.47K - $5.09K
|
2.62K
$237K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-62- 20.46% |
$4.78K - $5.44K
|
241
$21.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-65- 37.57% |
$5.01K - $5.71K
|
108
$9.76K
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-65- 1.58% |
$5.01K - $5.71K
|
4.05K
$366K
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-70- 1.52% |
$5.4K - $6.15K
|
4.52K
$409K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-71- 49.65% |
$5.47K - $6.23K
|
72
$6.51K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-76- 98.7% |
$5.86K - $6.67K
|
1
$90.4
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-83- 58.04% |
$6.4K - $7.29K
|
60
$5.42K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-91- 0.95% |
$7.02K - $7.99K
|
9.52K
$860K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-104- 56.83% |
$8.02K - $9.13K
|
79
$7.14K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-108- 18.65% |
$8.33K - $9.48K
|
471
$42.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-111- 4.42% |
$8.56K - $9.75K
|
2.4K
$217K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-112- 1.17% |
$8.63K - $9.83K
|
9.49K
$858K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-115- 18.14% |
$8.87K - $10.1K
|
519
$46.9K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-120- 5.93% |
$9.25K - $10.5K
|
1.9K
$172K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-122- 58.37% |
$9.4K - $10.7K
|
87
$7.86K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-147- 8.45% |
$11.3K - $12.9K
|
1.59K
$144K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-149- 1.23% |
$11.5K - $13.1K
|
12K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-169- 67.6% |
$13K - $14.8K
|
81
$7.32K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-169- 2.67% |
$13K - $14.8K
|
6.15K
$556K
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-170- 2.3% |
$13.1K - $14.9K
|
7.24K
$654K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-183- 13.97% |
$14.1K - $16.1K
|
1.13K
$102K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-192- 53.19% |
$14.8K - $16.9K
|
169
$15.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-221- 5.92% |
$17K - $19.4K
|
3.51K
$317K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-225- 99.56% |
$17.3K - $19.8K
|
1
$90.4
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-234- 95.9% |
$18K - $20.5K
|
10
$904
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-234- 95.9% |
$18K - $20.5K
|
10
$904
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-246- 1.41% |
$19K - $21.6K
|
17.3K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-246- 43.54% |
$19K - $21.6K
|
319
$28.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-251- 3.18% |
$19.3K - $22K
|
7.64K
$690K
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-267- 0.3% |
$20.6K - $23.4K
|
89.7K
$8.11M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-285- 5.97% |
$22K - $25K
|
4.49K
$405K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-287- 15.07% |
$22.1K - $25.2K
|
1.62K
$146K
|
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-289- 2.49% |
$22.3K - $25.4K
|
11.3K
$1.02M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-299- 4.45% |
$23K - $26.3K
|
6.42K
$580K
|