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 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
575+ 55.45% |
$51K - $52.9K
|
1.61K
$145K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
569+ 140.84% |
$50.4K - $52.4K
|
973
$87.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
516+ 3.61% |
$45.7K - $47.5K
|
14.8K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
488+ 15.83% |
$43.3K - $44.9K
|
3.57K
$321K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
449+ 99.56% |
$39.8K - $41.3K
|
900
$80.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
430+ 2.79% |
$38.1K - $39.6K
|
15.8K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
407+ 4.05% |
$36.1K - $37.5K
|
10.4K
$938K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
401+ 17.72% |
$35.5K - $36.9K
|
2.66K
$239K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
381+ 5.3% |
$33.8K - $35.1K
|
7.56K
$679K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
369+ 6.72% |
$32.7K - $34K
|
5.86K
$526K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
366+ 4.8% |
$32.4K - $33.7K
|
7.98K
$717K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
340+ 2.04% |
$30.1K - $31.3K
|
17K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
330New |
$29.3K - $30.4K
|
330
$29.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
329+ 0.43% |
$29.2K - $30.3K
|
77.5K
$6.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
326+ 7.84% |
$28.9K - $30K
|
4.49K
$403K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
308+ 3.1% |
$27.3K - $28.3K
|
10.2K
$919K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
265New |
$23.5K - $24.4K
|
265
$23.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
263+ 4.24% |
$23.3K - $24.2K
|
6.46K
$580K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
260+ 1.89% |
$23K - $23.9K
|
14K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
255New |
$22.6K - $23.5K
|
255
$22.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
251+ 3.14% |
$22.2K - $23.1K
|
8.24K
$740K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
250+ 2.27% |
$22.2K - $23K
|
11.3K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
243+ 0.37% |
$21.5K - $22.4K
|
65.8K
$5.91M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
242+ 9.48% |
$21.5K - $22.3K
|
2.79K
$251K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
227+ 22700.0% |
$20.1K - $20.9K
|
228
$20.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
227+ 8.27% |
$20.1K - $20.9K
|
2.97K
$267K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
222+ 10.22% |
$19.7K - $20.4K
|
2.39K
$215K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
220+ 1.1% |
$19.5K - $20.2K
|
20.2K
$1.81M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
205New |
$18.2K - $18.9K
|
205
$18.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
190+ 140.74% |
$16.8K - $17.5K
|
325
$29.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
184+ 0.48% |
$16.3K - $16.9K
|
38.6K
$3.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
175+ 1.0% |
$15.5K - $16.1K
|
17.7K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
171New |
$15.2K - $15.7K
|
171
$15.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
167+ 4.86% |
$14.8K - $15.4K
|
3.61K
$324K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
143+ 5.72% |
$12.7K - $13.2K
|
2.64K
$237K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
124New |
$11K - $11.4K
|
124
$11.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
122+ 1.39% |
$10.8K - $11.2K
|
8.9K
$799K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
114+ 1.6% |
$10.1K - $10.5K
|
7.22K
$648K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
112+ 112.0% |
$9.93K - $10.3K
|
212
$19K
|
|
|
Apr 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
112+ 4.94% |
$9.93K - $10.3K
|
2.38K
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
112New |
$9.93K - $10.3K
|
112
$10.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
111+ 2.52% |
$9.84K - $10.2K
|
4.51K
$405K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
111+ 198.21% |
$9.84K - $10.2K
|
167
$15K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
101New |
$8.95K - $9.3K
|
101
$9.07K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
97New |
$8.6K - $8.93K
|
97
$8.71K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
97+ 106.59% |
$8.6K - $8.93K
|
188
$16.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
92+ 31.62% |
$8.15K - $8.47K
|
383
$34.4K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
90+ 2.26% |
$7.98K - $8.28K
|
4.07K
$365K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
89New |
$7.89K - $8.19K
|
89
$7.99K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
75+ 31.12% |
$6.65K - $6.9K
|
316
$28.4K
|