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 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-88- 88.0% |
$7.8K - $8.1K
|
12
$1.08K
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-93- 0.79% |
$8.24K - $8.56K
|
11.7K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-101- 1.58% |
$8.95K - $9.3K
|
6.27K
$563K
|
|
|
Apr 24, 2025
Q1 2025
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-106- 3.48% |
$9.4K - $9.76K
|
2.94K
$264K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-122- 0.95% |
$10.8K - $11.2K
|
12.7K
$1.14M
|
|
|
Apr 08, 2025
Q1 2025
|
Veery Capital, LLC
|
SELL
|
- |
-125- 5.32% |
$11.1K - $11.5K
|
2.22K
$200K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-126- 3.58% |
$11.2K - $11.6K
|
3.4K
$305K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-167- 2.29% |
$14.8K - $15.4K
|
7.12K
$639K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-188- 18.93% |
$16.7K - $17.3K
|
805
$72.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-195- 60.0% |
$17.3K - $17.9K
|
130
$11.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-200- 41.84% |
$17.7K - $18.4K
|
278
$25K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-205- 0.39% |
$18.2K - $18.9K
|
52.4K
$4.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-218- 1.78% |
$19.3K - $20.1K
|
12K
$1.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-232- 2.78% |
$20.6K - $21.4K
|
8.11K
$728K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-238- 1.48% |
$21.1K - $21.9K
|
15.8K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-249- 5.67% |
$22.1K - $22.9K
|
4.15K
$372K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-253- 5.51% |
$22.4K - $23.3K
|
4.34K
$390K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-255- 48.66% |
$22.6K - $23.5K
|
269
$24.2K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-278- 69.33% |
$24.6K - $25.6K
|
123
$11K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-281- 6.35% |
$24.9K - $25.9K
|
4.14K
$372K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-295- 10.06% |
$26.1K - $27.1K
|
2.64K
$237K
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-314- 8.95% |
$27.8K - $28.9K
|
3.2K
$287K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-327- 8.08% |
$29K - $30.1K
|
3.72K
$334K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-376- 24.38% |
$33.3K - $34.6K
|
1.17K
$105K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-392- 7.77% |
$34.7K - $36.1K
|
4.65K
$418K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-397- 9.33% |
$35.2K - $36.5K
|
3.86K
$346K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-400- 0.18% |
$35.5K - $36.8K
|
226K
$20.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-420- 9.22% |
$37.2K - $38.7K
|
4.14K
$371K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-420- 15.84% |
$37.2K - $38.7K
|
2.23K
$200K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-423- 3.46% |
$37.5K - $38.9K
|
11.8K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-437- 2.09% |
$38.7K - $40.2K
|
20.4K
$1.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-438- 4.44% |
$38.8K - $40.3K
|
9.42K
$846K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-443- 15.22% |
$39.3K - $40.8K
|
2.47K
$222K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-456- 2.97% |
$40.4K - $42K
|
14.9K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-478- 3.12% |
$42.4K - $44K
|
14.8K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-481- 6.56% |
$42.6K - $44.3K
|
6.85K
$615K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-535- 11.83% |
$47.4K - $49.2K
|
3.99K
$358K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-547- 1.61% |
$48.5K - $50.3K
|
33.4K
$3M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-556- 16.62% |
$49.3K - $51.2K
|
2.79K
$251K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-589- 11.25% |
$52.2K - $54.2K
|
4.65K
$417K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-589- 77.5% |
$52.2K - $54.2K
|
171
$15.4K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-618- 6.63% |
$54.8K - $56.9K
|
8.71K
$782K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-661- 7.16% |
$58.6K - $60.8K
|
8.57K
$770K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-683- 1.93% |
$60.5K - $62.9K
|
34.6K
$3.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-698- 5.6% |
$61.9K - $64.2K
|
11.8K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-777- 2.83% |
$68.9K - $71.5K
|
26.7K
$2.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-805- 7.46% |
$71.4K - $74.1K
|
9.99K
$897K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-827- 7.13% |
$73.3K - $76.1K
|
10.8K
$968K
|
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
SELL
|
- |
-865- 0.67% |
$76.7K - $79.6K
|
128K
$11.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-876- 18.32% |
$77.6K - $80.6K
|
3.91K
$351K
|