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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.9K+ 23.03% |
$844K - $961K
|
58.5K
$5.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 1.36% |
$841K - $957K
|
811K
$73.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
10.9K+ 3.4% |
$839K - $956K
|
331K
$29.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
10.2K+ 41.4% |
$786K - $895K
|
34.8K
$3.14M
|
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
9.99KNew |
$770K - $877K
|
9.99K
$900K
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
9.6K+ 274.29% |
$740K - $843K
|
13.1K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
9.44KNew |
$728K - $829K
|
9.44K
$851K
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
9.15K+ 125.9% |
$705K - $803K
|
16.4K
$1.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
9.13K+ 41.26% |
$704K - $802K
|
31.3K
$2.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
9.04KNew |
$697K - $794K
|
9.04K
$815K
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
8.9K+ 5.94% |
$686K - $782K
|
159K
$14.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
8.69KNew |
$670K - $763K
|
8.69K
$783K
|
|
|
Feb 09, 2023
Q4 2022
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
8.58KNew |
$661K - $753K
|
8.58K
$773K
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
BUY
|
- |
8.54K+ 125.61% |
$658K - $750K
|
15.3K
$1.38M
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
8.54KNew |
$658K - $750K
|
8.54K
$769K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
8.06KNew |
$621K - $708K
|
8.06K
$726K
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
7.93K+ 96.14% |
$611K - $696K
|
16.2K
$1.46M
|
|
|
Jan 11, 2023
Q4 2022
|
Stairway Partners, LLC
|
BUY
|
- |
7.92K+ 6.05% |
$610K - $695K
|
139K
$12.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.77K+ 4.49% |
$599K - $682K
|
181K
$16.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.64K+ 94.73% |
$589K - $670K
|
15.7K
$1.41M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
7.33KNew |
$565K - $643K
|
7.33K
$660K
|
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
7.17KNew |
$553K - $630K
|
7.17K
$646K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.1KNew |
$547K - $623K
|
7.1K
$640K
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
6.94K+ 7.79% |
$535K - $609K
|
96.1K
$8.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
6.85K+ 82.63% |
$528K - $602K
|
15.1K
$1.36M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.82K+ 3.5% |
$525K - $598K
|
202K
$18.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.65K+ 45.38% |
$513K - $584K
|
21.3K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.29K+ 1.77% |
$485K - $553K
|
361K
$32.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
6.25K+ 2192.98% |
$482K - $549K
|
6.54K
$589K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.22K+ 6.49% |
$480K - $546K
|
102K
$9.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
6.11KNew |
$471K - $536K
|
6.11K
$550K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
6.06K+ 30.74% |
$467K - $532K
|
25.8K
$2.32M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
5.87KNew |
$452K - $515K
|
5.87K
$529K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
5.86K+ 19.81% |
$452K - $514K
|
35.4K
$3.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.61K+ 95.16% |
$432K - $492K
|
11.5K
$1.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
5.58K+ 95.27% |
$430K - $490K
|
11.4K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.32KNew |
$410K - $467K
|
5.32K
$479K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
5.29KNew |
$407K - $464K
|
5.29K
$476K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5.06KNew |
$390K - $444K
|
5.06K
$456K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.91KNew |
$379K - $431K
|
4.91K
$443K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
4.91KNew |
$378K - $431K
|
4.91K
$442K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.87KNew |
$376K - $428K
|
4.87K
$439K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.75K+ 139.7% |
$366K - $417K
|
8.16K
$735K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.67KNew |
$360K - $410K
|
4.67K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.64K+ 179.45% |
$357K - $407K
|
7.22K
$651K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.59KNew |
$354K - $403K
|
4.59K
$413K
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
4.52KNew |
$348K - $396K
|
4.52K
$407K
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.5KNew |
$347K - $395K
|
4.5K
$405K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.34K+ 7.11% |
$335K - $381K
|
65.4K
$5.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.32K+ 5.08% |
$333K - $379K
|
89.3K
$8.05M
|