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 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.2K+ 5.32% |
$195K - $202K
|
43.5K
$3.9M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.09K+ 38.27% |
$185K - $192K
|
7.55K
$678K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
2.07K+ 8.01% |
$183K - $191K
|
27.9K
$2.51M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.02K+ 24.1% |
$179K - $186K
|
10.4K
$935K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.99K+ 11.89% |
$176K - $183K
|
18.7K
$1.68M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.97K+ 25.89% |
$174K - $181K
|
9.57K
$859K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.8K+ 40.49% |
$160K - $166K
|
6.25K
$561K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.77K+ 7.31% |
$157K - $163K
|
26K
$2.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
1.77K+ 61.6% |
$157K - $163K
|
4.64K
$416K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.66K+ 4.32% |
$147K - $153K
|
40.1K
$3.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.66K+ 2.38% |
$147K - $152K
|
71.2K
$6.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.58K+ 13.63% |
$140K - $145K
|
13.2K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.31K+ 3.7% |
$116K - $120K
|
36.5K
$3.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1.24K+ 2.4% |
$110K - $114K
|
52.8K
$4.74M
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.2K+ 1.67% |
$106K - $110K
|
72.9K
$6.55M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.18K+ 6.32% |
$105K - $109K
|
19.9K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Oxen Free Capital LLC
Satellite Beach, FL |
BUY
|
- |
1.18K+ 12.24% |
$105K - $109K
|
10.8K
$971K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.15K+ 0.6% |
$102K - $106K
|
191K
$17.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.12K+ 1142.86% |
$99.3K - $103K
|
1.22K
$109K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
1.1K+ 3.19% |
$97.5K - $101K
|
35.6K
$3.2M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.1K+ 46.39% |
$97.4K - $101K
|
3.47K
$311K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.1K+ 5.05% |
$97.1K - $101K
|
22.8K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
1.08K+ 13.69% |
$96.1K - $99.8K
|
9K
$808K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.08K+ 136.8% |
$95.6K - $99.2K
|
1.87K
$168K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.08K+ 14.46% |
$95.4K - $99K
|
8.52K
$765K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.04K+ 12.13% |
$92.5K - $96K
|
9.64K
$866K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.04K+ 0.71% |
$92.3K - $95.8K
|
147K
$13.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.03KNew |
$90.9K - $94.3K
|
1.03K
$92K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.02K+ 27.6% |
$90.5K - $94K
|
4.72K
$424K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.02K+ 101600.0% |
$90.1K - $93.5K
|
1.02K
$91.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1.01K+ 8.67% |
$89.4K - $92.9K
|
12.6K
$1.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
990+ 8.62% |
$87.8K - $91.1K
|
12.5K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
981New |
$87K - $90.3K
|
981
$88.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
910+ 4.27% |
$80.7K - $83.7K
|
22.2K
$2M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
893+ 10.7% |
$79.2K - $82.2K
|
9.24K
$830K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
842+ 9.35% |
$74.6K - $77.5K
|
9.85K
$885K
|
|
|
Apr 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
810+ 3.59% |
$71.8K - $74.5K
|
23.4K
$2.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
808+ 4.65% |
$71.6K - $74.4K
|
18.2K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
796+ 6.02% |
$70.6K - $73.3K
|
14K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
740+ 25.6% |
$65.6K - $68.1K
|
3.63K
$326K
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
730+ 6.09% |
$64.7K - $67.2K
|
12.7K
$1.14M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
727+ 7.12% |
$64.4K - $66.9K
|
10.9K
$982K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
724+ 3.68% |
$64.2K - $66.6K
|
20.4K
$1.83M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
712+ 28.83% |
$63.1K - $65.5K
|
3.18K
$286K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
683+ 29.0% |
$60.5K - $62.9K
|
3.04K
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
663+ 29.8% |
$58.8K - $61K
|
2.89K
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
653+ 25.1% |
$57.9K - $60.1K
|
3.26K
$292K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
615+ 16.44% |
$54.5K - $56.6K
|
4.36K
$391K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
605+ 4.43% |
$53.6K - $55.7K
|
14.3K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
588+ 6.12% |
$52.1K - $54.1K
|
10.2K
$916K
|