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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.2KNew |
$324K - $369K
|
4.2K
$381K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
4.18KNew |
$323K - $367K
|
4.18K
$379K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4.17KNew |
$321K - $366K
|
4.17K
$378K
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
3.96KNew |
$305K - $348K
|
3.96K
$359K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.96K+ 11.78% |
$305K - $347K
|
37.5K
$3.4M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.86KNew |
$298K - $339K
|
3.86K
$350K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
3.83K+ 5.77% |
$295K - $336K
|
70.2K
$6.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
3.73KNew |
$288K - $327K
|
3.73K
$338K
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.64K+ 10.92% |
$281K - $320K
|
37K
$3.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3.63K+ 4.53% |
$279K - $318K
|
83.6K
$7.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.55KNew |
$274K - $312K
|
3.55K
$322K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.54K+ 17.82% |
$273K - $311K
|
23.4K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.52K+ 12.13% |
$271K - $309K
|
32.5K
$2.95M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.5K+ 2.56% |
$270K - $308K
|
140K
$12.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.48K+ 152.88% |
$268K - $306K
|
5.76K
$522K
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
3.45K+ 130.45% |
$266K - $303K
|
6.1K
$553K
|
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3.42KNew |
$263K - $300K
|
3.42K
$310K
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
3.36KNew |
$259K - $295K
|
3.36K
$304K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.35K+ 58.71% |
$258K - $294K
|
9.05K
$820K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.31K+ 62.63% |
$255K - $291K
|
8.6K
$779K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.22K+ 40.47% |
$248K - $282K
|
11.2K
$1.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
3.15K+ 5.01% |
$243K - $277K
|
66.1K
$5.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.1K+ 10.66% |
$239K - $272K
|
32.1K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3.1KNew |
$239K - $272K
|
3.1K
$281K
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.08KNew |
$237K - $270K
|
3.08K
$279K
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
3.06KNew |
$236K - $269K
|
3.06K
$277K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.98K+ 35.81% |
$230K - $262K
|
11.3K
$1.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.98K+ 11.52% |
$230K - $262K
|
28.8K
$2.62M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
2.97KNew |
$229K - $260K
|
2.97K
$269K
|
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
2.93KNew |
$225K - $257K
|
2.93K
$265K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.83K+ 39.12% |
$218K - $249K
|
10.1K
$913K
|
|
|
Jan 31, 2023
Q4 2022
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.81K+ 7.01% |
$216K - $246K
|
42.8K
$3.88M
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.75K+ 44.04% |
$212K - $241K
|
8.99K
$815K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.75KNew |
$212K - $241K
|
2.75K
$249K
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.74K+ 18.03% |
$211K - $241K
|
17.9K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.69K+ 3.98% |
$207K - $236K
|
70.3K
$6.38M
|
|
|
Jan 28, 2025
Q4 2022
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.65KNew |
$204K - $233K
|
2.65K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.65K+ 7.75% |
$204K - $233K
|
36.9K
$3.34M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
2.65KNew |
$204K - $232K
|
2.65K
$240K
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
2.64K+ 7.43% |
$203K - $231K
|
38.1K
$3.45M
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
2.59KNew |
$200K - $227K
|
2.59K
$235K
|
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.57KNew |
$198K - $226K
|
2.57K
$233K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.57KNew |
$198K - $226K
|
2.57K
$233K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
2.52KNew |
$194K - $222K
|
2.52K
$229K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.52K+ 34.43% |
$194K - $221K
|
9.82K
$890K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.48KNew |
$191K - $217K
|
2.48K
$225K
|
|
|
Apr 10, 2023
Q4 2022
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2.47KNew |
$190K - $217K
|
2.47K
$224K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.45KNew |
$189K - $215K
|
2.45K
$222K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.44K+ 25.47% |
$188K - $214K
|
12K
$1.09M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.44K+ 25.47% |
$188K - $214K
|
12K
$1.09M
|