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 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
59+ 2.26% |
$5.23K - $5.43K
|
2.68K
$240K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
55New |
$4.88K - $5.06K
|
55
$4.94K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
49+ 62.82% |
$4.34K - $4.51K
|
127
$11.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
44+ 23.53% |
$3.9K - $4.05K
|
231
$20.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
42+ 0.77% |
$3.72K - $3.87K
|
5.47K
$491K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
39New |
$3.46K - $3.59K
|
39
$3.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
36+ 0.89% |
$3.19K - $3.31K
|
4.06K
$365K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
31New |
$2.75K - $2.85K
|
31
$2.78K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
30+ 0.17% |
$2.66K - $2.76K
|
18K
$1.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
28+ 0.02% |
$2.48K - $2.58K
|
145K
$13M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24+ 0.04% |
$2.13K - $2.21K
|
53.6K
$4.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
21+ 0.93% |
$1.86K - $1.93K
|
2.28K
$205K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
19New |
$1.68K - $1.75K
|
19
$1.71K
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
19New |
$1.68K - $1.75K
|
19
$1.71K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 3.46% |
$1.6K - $1.66K
|
538
$48.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
13+ 1.21% |
$1.15K - $1.2K
|
1.08K
$97.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
11+ 0.8% |
$975 - $1.01K
|
1.38K
$124K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
9New |
$798 - $828
|
9
$808
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
8+ 0.1% |
$709 - $736
|
8.22K
$738K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
7+ 0.16% |
$620 - $644
|
4.37K
$392K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
2+ 1.18% |
$177 - $184
|
171
$15.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
2+ 0.24% |
$177 - $184
|
834
$74.9K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 3.57% |
$88.6 - $92
|
29
$2.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.76% |
$88.6 - $92
|
132
$11.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2- 66.67% |
$177 - $184
|
1
$89.8
|
|
|
Apr 22, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-3- -0.0% |
$266 - $276
|
308K
$27.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Matisse Capital
|
SELL
|
- |
-4- 0.03% |
$355 - $368
|
14.3K
$1.28M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-5- 0.11% |
$443 - $460
|
4.52K
$406K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-5- 0.16% |
$443 - $460
|
3.06K
$275K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-6- 18.75% |
$532 - $552
|
26
$2.33K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-6- 11.32% |
$532 - $552
|
47
$4.22K
|
|
|
May 05, 2025
Q1 2025
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-10- 55.56% |
$886 - $920
|
8
$718
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-18- 17.48% |
$1.6K - $1.66K
|
85
$7.63K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-19- 0.12% |
$1.68K - $1.75K
|
16.1K
$1.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-23- 0.52% |
$2.04K - $2.12K
|
4.42K
$397K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-27- 0.28% |
$2.39K - $2.48K
|
9.78K
$878K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-31- 1.59% |
$2.75K - $2.85K
|
1.92K
$172K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-31- 20.26% |
$2.75K - $2.85K
|
122
$11K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-32- 0.53% |
$2.84K - $2.94K
|
6.04K
$542K
|
|
|
Apr 24, 2025
Q1 2025
|
Shore Point Advisors, LLC
|
SELL
|
- |
-35- 0.2% |
$3.1K - $3.22K
|
17.1K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-37- 0.84% |
$3.28K - $3.41K
|
4.39K
$394K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-38- 1.63% |
$3.37K - $3.5K
|
2.3K
$206K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-40- 21.98% |
$3.55K - $3.68K
|
142
$12.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-59- 1.56% |
$5.23K - $5.43K
|
3.71K
$333K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-65- 0.51% |
$5.76K - $5.98K
|
12.6K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-70- 93.33% |
$6.2K - $6.44K
|
5
$449
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-76- 18.31% |
$6.74K - $6.99K
|
339
$30.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-87- 22.03% |
$7.71K - $8.01K
|
308
$27.7K
|