Purchases and Sales Made in Q1 2025 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.14M+ 12361.16% |
$367M - $381M
|
4.18M
$375M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
962K+ 22.56% |
$85.3M - $88.6M
|
5.23M
$470M
|
|
|
Apr 29, 2025
Q1 2025
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
181KNew |
$16M - $16.6M
|
181K
$16.2M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
130K+ 45.76% |
$11.5M - $11.9M
|
413K
$37.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
107K+ 224.61% |
$9.46M - $9.82M
|
154K
$13.8M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
81.2KNew |
$7.2M - $7.47M
|
81.2K
$7.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
74.3K+ 38.63% |
$6.59M - $6.84M
|
267K
$24M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
71.9KNew |
$6.37M - $6.62M
|
71.9K
$6.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
68.6K+ 34.6% |
$6.08M - $6.31M
|
267K
$24M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
42.5K+ 177.82% |
$3.76M - $3.91M
|
66.3K
$5.96M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
39.2KNew |
$3.47M - $3.6M
|
39.2K
$3.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
36.5K+ 17.04% |
$3.24M - $3.36M
|
251K
$22.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
34.2K+ 14.44% |
$3.03M - $3.15M
|
271K
$24.3M
|
|
|
May 01, 2025
Q1 2025
|
Q3 Asset Management
|
BUY
|
- |
29.8KNew |
$2.64M - $2.74M
|
29.8K
$2.67M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
29.6K+ 185.56% |
$2.62M - $2.72M
|
45.5K
$4.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
26.8K+ 28.22% |
$2.38M - $2.47M
|
122K
$10.9M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
22.9K+ 2.04% |
$2.03M - $2.1M
|
1.14M
$103M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
22.5K+ 19.43% |
$2M - $2.07M
|
139K
$12.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
21.6K+ 12.39% |
$1.92M - $1.99M
|
196K
$17.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
21K+ 47.32% |
$1.86M - $1.93M
|
65.3K
$5.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.5K+ 2.76% |
$1.73M - $1.8M
|
727K
$65.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19.4K+ 4.17% |
$1.72M - $1.78M
|
484K
$43.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
17.4KNew |
$1.55M - $1.61M
|
17.4K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
17.1K+ 53.21% |
$1.52M - $1.58M
|
49.3K
$4.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
BUY
|
- |
16.3K+ 7.38% |
$1.44M - $1.5M
|
237K
$21.3M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
15.2K+ 15.67% |
$1.35M - $1.4M
|
112K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13K+ 7.43% |
$1.15M - $1.2M
|
188K
$16.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.6K+ 12.78% |
$1.12M - $1.16M
|
111K
$9.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 52.32% |
$1.09M - $1.13M
|
35.7K
$3.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
12K+ 29.07% |
$1.07M - $1.11M
|
53.3K
$4.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
11.8KNew |
$1.04M - $1.08M
|
11.8K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
10.2KNew |
$908K - $943K
|
10.2K
$920K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.87K+ 93.42% |
$786K - $816K
|
18.4K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
8.7K+ 18.02% |
$771K - $800K
|
57K
$5.11M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.45K+ 24.0% |
$749K - $777K
|
43.6K
$3.92M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
7.57K+ 5.12% |
$671K - $697K
|
155K
$14M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
7.36K+ 67.29% |
$652K - $677K
|
18.3K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.81K+ 27.65% |
$603K - $627K
|
31.4K
$2.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.8KNew |
$603K - $626K
|
6.8K
$610K
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
6.64K+ 33.06% |
$589K - $611K
|
26.7K
$2.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.43K+ 35.32% |
$570K - $592K
|
24.6K
$2.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
5.71K+ 98.07% |
$506K - $525K
|
11.5K
$1.03M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.68K+ 22.4% |
$504K - $523K
|
31K
$2.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
5.63K+ 26.28% |
$499K - $518K
|
27.1K
$2.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.43K+ 3.55% |
$481K - $499K
|
158K
$14.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
5.32KNew |
$471K - $489K
|
5.32K
$477K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.31K+ 77.35% |
$471K - $489K
|
12.2K
$1.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.24K+ 64.62% |
$465K - $482K
|
13.4K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
5.24K+ 64.62% |
$465K - $482K
|
13.4K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
5.17K+ 31.69% |
$458K - $475K
|
21.5K
$1.93M
|