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 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.42K+ 42.08% |
$186K - $212K
|
8.16K
$735K
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.41KNew |
$186K - $212K
|
2.41K
$217K
|
|
Feb 13, 2023
Q4 2022
|
Slow Capital, Inc.
|
BUY
|
- |
2.41KNew |
$185K - $211K
|
2.41K
$217K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
2.4K+ 2.56% |
$185K - $211K
|
96.3K
$8.67M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.39KNew |
$184K - $210K
|
2.39K
$215K
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
2.38KNew |
$184K - $209K
|
2.38K
$215K
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
2.38K+ 37.08% |
$183K - $209K
|
8.8K
$793K
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.29K+ 7.8% |
$177K - $201K
|
31.7K
$2.85M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.28K+ 7.27% |
$176K - $201K
|
33.7K
$3.04M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.24K+ 34.6% |
$173K - $197K
|
8.73K
$787K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
2.18K+ 71.21% |
$168K - $192K
|
5.25K
$473K
|
|
Jan 13, 2023
Q4 2022
|
Wealth Cmt
|
BUY
|
- |
2.13K+ 26.71% |
$164K - $187K
|
10.1K
$910K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.09KNew |
$161K - $184K
|
2.09K
$188K
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2K+ 23.83% |
$154K - $176K
|
10.4K
$937K
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2K+ 13.28% |
$154K - $176K
|
17.1K
$1.54M
|
|
Feb 06, 2023
Q4 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2K+ 2.92% |
$154K - $176K
|
70.4K
$6.35M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.82K+ 26.83% |
$140K - $160K
|
8.61K
$776K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.71K+ 40.87% |
$132K - $150K
|
5.89K
$530K
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.66K+ 9.77% |
$128K - $145K
|
18.6K
$1.68M
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.64K+ 2.24% |
$126K - $144K
|
74.7K
$6.73M
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.62KNew |
$125K - $142K
|
1.62K
$146K
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.61K+ 43.02% |
$124K - $141K
|
5.35K
$482K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.57K+ 56.16% |
$121K - $138K
|
4.36K
$393K
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
1.55K+ 11.57% |
$119K - $136K
|
14.9K
$1.35M
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.51K+ 56.47% |
$117K - $133K
|
4.2K
$378K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.49KNew |
$115K - $131K
|
1.49K
$134K
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
1.44K+ 7.59% |
$111K - $127K
|
20.5K
$1.84M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.44K+ 2.65% |
$111K - $126K
|
55.8K
$5.03M
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
1.39K+ 3.68% |
$107K - $122K
|
39.3K
$3.54M
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.37K+ 52.98% |
$106K - $120K
|
3.96K
$357K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.36K+ 5428.0% |
$105K - $119K
|
1.38K
$125K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.32K+ 9400.0% |
$101K - $116K
|
1.33K
$120K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.3K+ 43.45% |
$100K - $114K
|
4.3K
$388K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.3K+ 18.55% |
$99.9K - $114K
|
8.28K
$746K
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
1.28K+ 6.47% |
$98.6K - $112K
|
21K
$1.9M
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.26K+ 37.17% |
$97.3K - $111K
|
4.66K
$420K
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.17K+ 31.13% |
$89.9K - $102K
|
4.91K
$443K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.11K+ 2.45% |
$85.3K - $97.1K
|
46.2K
$4.16M
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
BUY
|
- |
1.06K+ 4.72% |
$82K - $93.4K
|
23.6K
$2.13M
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.03K+ 3.34% |
$79.4K - $90.4K
|
31.9K
$2.87M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.03K+ 16.34% |
$79.2K - $90.3K
|
7.32K
$660K
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
BUY
|
- |
1.02K+ 35.88% |
$78.8K - $89.7K
|
3.87K
$349K
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1K+ 37.12% |
$77.2K - $87.9K
|
3.7K
$333K
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
933+ 3.01% |
$71.9K - $81.9K
|
31.9K
$2.87M
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
896+ 0.48% |
$69.1K - $78.7K
|
187K
$16.9M
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
858+ 36.87% |
$66.1K - $75.3K
|
3.19K
$287K
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
809+ 2.15% |
$62.4K - $71K
|
38.5K
$3.47M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
802+ 0.79% |
$61.8K - $70.4K
|
103K
$9.27M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
792+ 9.47% |
$61.1K - $69.5K
|
9.16K
$825K
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
676+ 7.66% |
$52.1K - $59.4K
|
9.5K
$856K
|