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
Apr 28, 2025 Q1 2025	Clune & Associates, Ltd. Chicago, IL	BUY	-	4.86K + 8.11%	$431K - $447K	64.8K $5.82M
Apr 25, 2025 Q1 2025	J.Safra Asset Management Corp	BUY	-	4.8K + 5.12%	$425K - $441K	98.5K $8.84M
Apr 28, 2025 Q1 2025	Principal Financial Group Inc Des Moines, IA	BUY	-	4.72K + 15.88%	$418K - $434K	34.4K $3.09M
Apr 21, 2025 Q1 2025	Advisory Resource Group	BUY	-	4.63K + 126.3%	$410K - $426K	8.29K $745K
May 05, 2025 Q1 2025	Cannon Financial Strategists, Inc. Athens, GA	BUY	-	4.62K + 2.93%	$410K - $425K	162K $14.6M
Apr 28, 2025 Q1 2025	Swmg, LLC Fort Worth, TX	BUY	-	4.52K + 100.29%	$401K - $416K	9.03K $811K
May 02, 2025 Q1 2025	Swp Financial LLC San Diego, CA	BUY	-	4.22K + 35.37%	$374K - $389K	16.2K $1.45M
Apr 28, 2025 Q1 2025	Resources Investment Advisors, Llc. Overland Park, KS	BUY	-	4.19K + 1.2%	$372K - $386K	354K $31.8M
Apr 29, 2025 Q1 2025	Concurrent Investment Advisors, LLC Tampa, FL	BUY	-	4.18K + 91.78%	$370K - $384K	8.73K $784K
Apr 22, 2025 Q1 2025	Keystone Financial Services	BUY	-	4.17K + 46.51%	$369K - $383K	13.1K $1.18M
Apr 22, 2025 Q1 2025	Jmac Enterprises LLC	BUY	-	4.03K + 6.69%	$357K - $370K	64.2K $5.76M
Apr 30, 2025 Q1 2025	Gateway Wealth Partners, LLC Appleton, WI	BUY	-	4K + 49.76%	$354K - $368K	12K $1.08M
May 02, 2025 Q1 2025	Verdence Capital Advisors LLC Hunt Valley, MD	BUY	-	3.99K + 12.0%	$354K - $367K	37.2K $3.34M
Apr 29, 2025 Q1 2025	Brookstone Capital Management	BUY	-	3.88K + 20.6%	$344K - $357K	22.7K $2.04M
Apr 29, 2025 Q1 2025	Crossmark Global Holdings, Inc.	BUY	-	3.75K + 23.74%	$332K - $345K	19.5K $1.76M
May 05, 2025 Q1 2025	J.W. Cole Advisors, Inc.	BUY	-	3.72K New	$329K - $342K	3.72K $334K
Apr 30, 2025 Q1 2025	True Vision Mn LLC Woodbury, MN	BUY	-	3.7K + 35.86%	$328K - $340K	14K $1.26M
Apr 17, 2025 Q1 2025	Inscription Capital, LLC Houston, TX	BUY	-	3.55K + 8.43%	$315K - $327K	45.7K $4.1M
Apr 25, 2025 Q1 2025	Clear Creek Financial Management, LLC	BUY	-	3.5K + 9.93%	$310K - $322K	38.7K $3.48M
Apr 24, 2025 Q1 2025	Tsfg, LLC	BUY	-	3.47K + 45.32%	$308K - $319K	11.1K $999K
May 05, 2025 Q1 2025	Private Advisor Group, LLC	BUY	-	3.38K + 18.8%	$300K - $311K	21.4K $1.92M
Apr 09, 2025 Q1 2025	Legacy Financial Group LLC	BUY	-	3.29K + 39.93%	$292K - $303K	11.5K $1.04M
May 01, 2025 Q1 2025	Omega Financial Group, LLC	BUY	-	3.28K + 3.71%	$291K - $302K	91.8K $8.24M
Apr 30, 2025 Q1 2025	Wealth Advisory Solutions, LLC	BUY	-	3.17K New	$281K - $291K	3.17K $284K
Apr 30, 2025 Q1 2025	Wespac Advisors, LLC	BUY	-	3.08K New	$273K - $283K	3.08K $276K
May 02, 2025 Q1 2025	Shared Vision Wealth Group LLC Carlsbad, X1	BUY	-	3.02K + 23.75%	$268K - $278K	15.7K $1.41M
Apr 15, 2025 Q1 2025	My Legacy Advisors, LLC	BUY	-	3.01K + 9.32%	$267K - $277K	35.4K $3.18M
Apr 08, 2025 Q1 2025	J2 Capital Management Inc	BUY	-	3K + 26.71%	$266K - $276K	14.2K $1.28M
Apr 14, 2025 Q1 2025	Range Financial Group LLC	BUY	-	2.96K New	$262K - $272K	2.96K $266K
Apr 14, 2025 Q1 2025	Ffg Retirement Advisors LLC Centennial, CO	BUY	-	2.96K + 14.6%	$262K - $272K	23.2K $2.08M
Apr 23, 2025 Q1 2025	Strategic Investment Advisors Farmington Hills, MI	BUY	-	2.94K + 1.94%	$261K - $271K	155K $13.9M
Apr 29, 2025 Q1 2025	Strategic Blueprint, LLC Atlanta, GA	BUY	-	2.91K + 9.62%	$258K - $268K	33.2K $2.98M
Apr 07, 2025 Q1 2025	Advisor Net Financial, Inc	BUY	-	2.84K + 18.64%	$252K - $262K	18.1K $1.63M
Apr 29, 2025 Q1 2025	Bush Investment Group, LLC Valdosta, GA	BUY	-	2.82K New	$250K - $260K	2.82K $253K
Apr 24, 2025 Q1 2025	Transcend Capital Advisors, LLC	BUY	-	2.82K New	$250K - $259K	2.82K $253K
Apr 10, 2025 Q1 2025	Beacon Financial Group	BUY	-	2.76K + 13.46%	$244K - $254K	23.2K $2.08M
May 05, 2025 Q1 2025	Wealth Alliance Mellville, NY	BUY	-	2.68K + 41.16%	$237K - $246K	9.18K $824K
Apr 29, 2025 Q1 2025	Sierra Ocean, LLC Ripon, CA	BUY	-	2.65K + 5.72%	$235K - $244K	48.9K $4.39M
Apr 30, 2025 Q1 2025	Leavell Investment Management, Inc.	BUY	-	2.61K New	$231K - $240K	2.61K $234K
May 05, 2025 Q1 2025	Resurgent Financial Advisors LLC Atlanta, GA	BUY	-	2.55K New	$226K - $235K	2.55K $229K
May 01, 2025 Q1 2025	Westmount Partners, LLC Los Angeles, CA	BUY	-	2.53K New	$224K - $232K	2.53K $227K
Apr 23, 2025 Q1 2025	Balance Wealth, LLC Delaware, OH	BUY	-	2.52K New	$224K - $232K	2.52K $227K
May 02, 2025 Q1 2025	Theory Financial LLC Fort Collins, CO	BUY	-	2.43K + 51.07%	$215K - $224K	7.19K $645K
Apr 21, 2025 Q1 2025	Compass Capital Corp /Ma/ /Adv Braintree, MA	BUY	-	2.38K New	$211K - $219K	2.38K $214K
Apr 14, 2025 Q1 2025	Upper Left Wealth Management, LLC	BUY	-	2.38K New	$211K - $219K	2.38K $213K
Apr 07, 2025 Q1 2025	Stairway Partners, LLC	BUY	-	2.37K + 1.04%	$210K - $218K	231K $20.8M
Apr 29, 2025 Q1 2025	Sutton Place Investors LLC Katonah, NY	BUY	-	2.35K New	$208K - $216K	2.35K $211K
Apr 09, 2025 Q1 2025	Hbw Advisory Services LLC	BUY	-	2.31K New	$205K - $213K	2.31K $208K
Apr 15, 2025 Q1 2025	Alpha Omega Wealth Management LLC	BUY	-	2.27K New	$201K - $209K	2.27K $204K
Apr 28, 2025 Q1 2025	D.A. Davidson & Co.	BUY	-	2.25K + 48.14%	$200K - $207K	6.93K $622K

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Account

Purchases and Sales Made in Q1 2025 in Ishares Tr (EMB)

4.86K

4.8K

4.72K

4.63K

4.62K

4.52K

4.22K

4.19K

4.18K

4.17K

4.03K

4K

3.99K

3.88K

3.75K

3.72K

3.7K

3.55K

3.5K

3.47K

3.38K

3.29K

3.28K

3.17K

3.08K

3.02K

3.01K

3K

2.96K

2.96K

2.94K

2.91K

2.84K

2.82K

2.82K

2.76K

2.68K

2.65K

2.61K

2.55K

2.53K

2.52K

2.43K

2.38K

2.38K

2.37K

2.35K

2.31K

2.27K

2.25K

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