Latest Institutional Transactions on Ishares Tr (EMB)
This table provides information on the latest institutional transactions involving Ishares Tr (EMB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-585- 12.05% |
$49.1K - $52.4K
|
4.27K
$410K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
5.76K+ 14.67% |
$484K - $516K
|
45K
$4.32M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-164- 3.16% |
$13.8K - $14.7K
|
5.03K
$483K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.68MNew |
$141M - $151M
|
1.68M
$161M
|
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
13.1KNew |
$1.1M - $1.17M
|
13.1K
$1.26M
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-1.25K- 33.78% |
$105K - $112K
|
2.45K
$235K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
198New |
$16.6K - $17.7K
|
198
$19K
|
|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
SELL
|
- |
-51.4K- 99.16% |
$4.32M - $4.6M
|
438
$42K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
46New |
$3.86K - $4.12K
|
46
$4.41K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-1.58K- 5.3% |
$133K - $141K
|
28.2K
$2.71M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-6- 0.4% |
$504 - $537
|
1.49K
$143K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
244New |
$20.5K - $21.9K
|
244
$23.4K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.54KNew |
$213K - $227K
|
2.54K
$243K
|
|
|
May 02, 2023
Q1 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
20.9KNew |
$1.75M - $1.87M
|
20.9K
$2M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
116K+ 955.86% |
$9.73M - $10.4M
|
128K
$12.3M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
8New |
$672 - $716
|
8
$768
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-128- 79.5% |
$10.8K - $11.5K
|
33
$3.17K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-153- 4.36% |
$12.9K - $13.7K
|
3.36K
$322K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
30New |
$2.52K - $2.69K
|
30
$2.88K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
BUY
|
- |
35K+ 30.7% |
$2.94M - $3.13M
|
149K
$14.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-269- 11.19% |
$22.6K - $24.1K
|
2.14K
$205K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
44.3K+ 183.41% |
$3.72M - $3.97M
|
68.5K
$6.57M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
620New |
$52.1K - $55.5K
|
620
$59.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-86- 67.19% |
$7.22K - $7.7K
|
42
$4.03K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
138New |
$11.6K - $12.4K
|
138
$13.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
179New |
$15K - $16K
|
179
$17.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
9.71K+ 40.05% |
$815K - $869K
|
33.9K
$3.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
5.36KNew |
$450K - $480K
|
5.36K
$514K
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-12.1K- 60.49% |
$1.01M - $1.08M
|
7.89K
$757K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
10New |
$840 - $896
|
10
$960
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3.44KNew |
$289K - $308K
|
3.44K
$330K
|
|
|
Apr 17, 2023
Q1 2023
|
Wealth Cmt
|
BUY
|
- |
440+ 4.36% |
$37K - $39.4K
|
10.5K
$1.01M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-56- 56.0% |
$4.7K - $5.01K
|
44
$4.22K
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
196+ 1.19% |
$16.5K - $17.6K
|
16.7K
$1.6M
|
|
| Q4 2022 | |||||||
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-4.1K- 49.99% |
$316K - $360K
|
4.1K
$393K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2New |
$154 - $176
|
2
$192
|
|
|
Feb 14, 2023
Q4 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
7.93K+ 96.14% |
$611K - $696K
|
16.2K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
123KNew |
$9.47M - $10.8M
|
123K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
246KNew |
$18.9M - $21.6M
|
246K
$23.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4.11K- 43.41% |
$317K - $361K
|
5.36K
$514K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
160+ 4.41% |
$12.3K - $14K
|
3.79K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
11+ 4.93% |
$848 - $966
|
234
$22.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.32KNew |
$410K - $467K
|
5.32K
$510K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.39KNew |
$184K - $210K
|
2.39K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Employees Retirement System Of Texas
|
SELL
|
- |
-2.8K- 2.8% |
$216K - $246K
|
97.2K
$9.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
11New |
$848 - $966
|
11
$1.06K
|
|
|
Feb 13, 2023
Q4 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-100K- 20.0% |
$7.71M - $8.78M
|
400K
$38.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
17New |
$1.31K - $1.49K
|
17
$1.63K
|
|
|
Feb 13, 2023
Q4 2022
|
Emso Asset Management LTD
London, X0 |
SELL
|
- |
-461K- 49.38% |
$35.5M - $40.5M
|
473K
$45.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
CALL |
540KNew |
$41.6M - $47.4M
|
540K
$51.8M
|
|