Purchases and Sales Made in Q3 2023 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
3New |
$247 - $263
|
3
$271
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2+ 1.28% |
$165 - $175
|
158
$14.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 1.27% |
$165 - $175
|
159
$14.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2+ 1.68% |
$165 - $175
|
121
$10.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$82.4 - $87.7
|
1
$90.3
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1New |
$82.4 - $87.7
|
1
$90.3
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1+ 0.74% |
$82.4 - $87.7
|
136
$12.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
1New |
$82.4 - $87.7
|
1
$90.3
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 12.5% |
$82.4 - $87.7
|
7
$632
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1- 3.7% |
$82.4 - $87.7
|
26
$2.35K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-4- 57.14% |
$330 - $351
|
3
$271
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-5- 1.15% |
$412 - $438
|
430
$38.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-6- 0.03% |
$495 - $526
|
20.5K
$1.86M
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-8- 88.89% |
$659 - $701
|
1
$90.3
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-10- 2.94% |
$824 - $877
|
330
$29.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-13- 92.86% |
$1.07K - $1.14K
|
1
$90.3
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-13- 11.11% |
$1.07K - $1.14K
|
104
$9.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-13- 1.25% |
$1.07K - $1.14K
|
1.03K
$92.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-14- 0.03% |
$1.15K - $1.23K
|
52.8K
$4.77M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-15- 36.59% |
$1.24K - $1.32K
|
26
$2.35K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-16- 5.23% |
$1.32K - $1.4K
|
290
$26.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-17- 0.45% |
$1.4K - $1.49K
|
3.73K
$337K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-19- 0.76% |
$1.57K - $1.67K
|
2.48K
$224K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-21- 0.53% |
$1.73K - $1.84K
|
3.97K
$358K
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-21- 0.5% |
$1.73K - $1.84K
|
4.2K
$379K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-24- 0.22% |
$1.98K - $2.1K
|
11.1K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-27- 0.88% |
$2.23K - $2.37K
|
3.06K
$276K
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-27- 29.03% |
$2.23K - $2.37K
|
66
$5.96K
|
|
|
Oct 25, 2023
Q3 2023
|
Horizon Financial Services, LLC
|
SELL
|
- |
-28- 0.09% |
$2.31K - $2.46K
|
30.6K
$2.77M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-32- 1.22% |
$2.64K - $2.81K
|
2.58K
$233K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-33- 2.17% |
$2.72K - $2.89K
|
1.49K
$135K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-35- 0.86% |
$2.88K - $3.07K
|
4.05K
$365K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-37- 3.22% |
$3.05K - $3.24K
|
1.11K
$100K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-40- 0.78% |
$3.3K - $3.51K
|
5.09K
$459K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-40- 0.69% |
$3.3K - $3.51K
|
5.76K
$520K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-41- 0.21% |
$3.38K - $3.59K
|
19.6K
$1.77M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-44- 6.12% |
$3.63K - $3.86K
|
675
$61K
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-50- 0.63% |
$4.12K - $4.38K
|
7.94K
$717K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-55- 32.93% |
$4.53K - $4.82K
|
112
$10.1K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-57- 0.88% |
$4.7K - $5K
|
6.42K
$580K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-57- 1.87% |
$4.7K - $5K
|
3K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-61- 2.02% |
$5.03K - $5.35K
|
2.97K
$268K
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-63- 0.19% |
$5.19K - $5.52K
|
33.4K
$3.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-63- 0.68% |
$5.19K - $5.52K
|
9.15K
$827K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-67- 0.76% |
$5.52K - $5.87K
|
8.76K
$792K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-69- 2.14% |
$5.69K - $6.05K
|
3.16K
$286K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-70- 0.38% |
$5.77K - $6.14K
|
18.2K
$1.64M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-74- 23.72% |
$6.1K - $6.49K
|
238
$21.5K
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-78- 1.0% |
$6.43K - $6.84K
|
7.72K
$698K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-83- 0.36% |
$6.84K - $7.28K
|
23K
$2.08M
|