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 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
632+ 16.31% |
$48.7K - $55.5K
|
4.51K
$408K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
631New |
$48.6K - $55.4K
|
631
$57.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
566+ 7.78% |
$43.6K - $49.7K
|
7.84K
$711K
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
538+ 8.7% |
$41.5K - $47.2K
|
6.72K
$609K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
533+ 2050.0% |
$41.1K - $46.8K
|
559
$50.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
517New |
$39.9K - $45.4K
|
517
$46.9K
|
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
507+ 3.28% |
$39.1K - $44.5K
|
16K
$1.45M
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
503+ 162.26% |
$38.8K - $44.2K
|
813
$73.7K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
467New |
$36K - $41K
|
467
$42.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
447+ 2.71% |
$34.5K - $39.2K
|
17K
$1.54M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
444+ 6.18% |
$34.2K - $39K
|
7.62K
$691K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
411+ 373.64% |
$31.7K - $36.1K
|
521
$47.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
365+ 11.17% |
$28.1K - $32K
|
3.63K
$329K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
320+ 4.08% |
$24.7K - $28.1K
|
8.17K
$740K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
311+ 7.58% |
$24K - $27.3K
|
4.42K
$400K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
308+ 12.18% |
$23.7K - $27K
|
2.84K
$257K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
305+ 27.73% |
$23.5K - $26.8K
|
1.41K
$127K
|
|
|
Jan 23, 2023
Q4 2022
|
Unison Advisors LLC
|
BUY
|
- |
301+ 2.42% |
$23.2K - $26.4K
|
12.8K
$1.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
300+ 3.4% |
$23.1K - $26.3K
|
9.12K
$827K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
291+ 2.78% |
$22.4K - $25.5K
|
10.8K
$974K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
282+ 3.26% |
$21.7K - $24.8K
|
8.93K
$810K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
264+ 9.6% |
$20.4K - $23.2K
|
3.01K
$273K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
260New |
$20K - $22.8K
|
260
$23.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
255New |
$19.7K - $22.4K
|
255
$23.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
252New |
$19.4K - $22.1K
|
252
$22.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
248New |
$19.1K - $21.8K
|
248
$22.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
237+ 1.23% |
$18.3K - $20.8K
|
19.5K
$1.77M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
200New |
$15.4K - $17.6K
|
200
$18.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
200New |
$15.4K - $17.6K
|
200
$18.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Yarbrough Capital, LLC
|
BUY
|
- |
191New |
$14.7K - $16.8K
|
191
$17.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
185+ 2.03% |
$14.3K - $16.2K
|
9.31K
$844K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
180+ 0.51% |
$13.9K - $15.8K
|
35.6K
$3.23M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
166+ 1.59% |
$12.8K - $14.6K
|
10.6K
$964K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
164+ 0.06% |
$12.6K - $14.4K
|
281K
$25.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
161+ 44.6% |
$12.4K - $14.1K
|
522
$47.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
160+ 4.41% |
$12.3K - $14K
|
3.79K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
154New |
$11.9K - $13.5K
|
154
$14K
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
134+ 2.55% |
$10.3K - $11.8K
|
5.38K
$488K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
128New |
$9.87K - $11.2K
|
128
$11.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
125+ 20.8% |
$9.64K - $11K
|
726
$65.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
119New |
$9.17K - $10.4K
|
119
$10.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
119New |
$9.17K - $10.4K
|
119
$10.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
116+ 1.74% |
$8.94K - $10.2K
|
6.78K
$615K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
116+ 1160.0% |
$8.94K - $10.2K
|
126
$11.4K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
115New |
$8.87K - $10.1K
|
115
$10.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
112New |
$8.63K - $9.83K
|
112
$10.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
110+ 1.02% |
$8.48K - $9.66K
|
10.9K
$987K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
104New |
$8.02K - $9.13K
|
104
$9.43K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
101+ 106.32% |
$7.79K - $8.87K
|
196
$17.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
101+ 6.47% |
$7.79K - $8.87K
|
1.66K
$151K
|