Purchases and Sales Made in Q1 2025 in Ishares Inc Msci Emerging Mkts (EMXC)
This table provides information about the institutional ownership of Ishares Inc Msci Emerging Mkts (EMXC) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES INC MSCI EMERGING MKTS.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
48.7KNew |
$2.64M - $2.81M
|
48.7K
$2.94M
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
BUY
|
- |
48K+ 6.82% |
$2.61M - $2.77M
|
752K
$45.4M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.5K+ 6.98% |
$2.58M - $2.74M
|
728K
$44M
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
45K+ 2.66% |
$2.44M - $2.59M
|
1.74M
$105M
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
39.7KNew |
$2.15M - $2.29M
|
39.7K
$2.39M
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
35.8K+ 6.26% |
$1.94M - $2.06M
|
607K
$36.7M
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
35.5K+ 13.95% |
$1.93M - $2.05M
|
290K
$17.5M
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
35.2K+ 273.71% |
$1.91M - $2.03M
|
48.1K
$2.9M
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
34.8KNew |
$1.89M - $2.01M
|
34.8K
$2.1M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
34.2K+ 114.5% |
$1.85M - $1.97M
|
64.1K
$3.87M
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
32.9KNew |
$1.79M - $1.9M
|
32.9K
$1.99M
|
|
Apr 29, 2025
Q1 2025
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
31.4K+ 8.77% |
$1.7M - $1.81M
|
390K
$23.5M
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
31.1K+ 77747.5% |
$1.69M - $1.79M
|
31.1K
$1.88M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
30.7KNew |
$1.67M - $1.77M
|
30.7K
$1.85M
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
30.4K+ 46.53% |
$1.65M - $1.75M
|
95.7K
$5.78M
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
28.9KNew |
$1.57M - $1.67M
|
28.9K
$1.75M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
28.4K+ 72.22% |
$1.54M - $1.63M
|
67.6K
$4.08M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
26.6K+ 19.24% |
$1.44M - $1.53M
|
165K
$9.96M
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
26.4K+ 2.47% |
$1.43M - $1.52M
|
1.09M
$66.1M
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
26.3KNew |
$1.43M - $1.52M
|
26.3K
$1.59M
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
25.7K+ 67.98% |
$1.39M - $1.48M
|
63.4K
$3.83M
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
25.4K+ 33.76% |
$1.38M - $1.47M
|
101K
$6.08M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
23.4K+ 5409.03% |
$1.27M - $1.35M
|
23.8K
$1.44M
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
22.8K+ 5.34% |
$1.24M - $1.32M
|
450K
$27.2M
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
21.7KNew |
$1.18M - $1.25M
|
21.7K
$1.31M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
21K+ 3.21% |
$1.14M - $1.21M
|
676K
$40.8M
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
20.2KNew |
$1.09M - $1.16M
|
20.2K
$1.22M
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
19K+ 7.77% |
$1.03M - $1.1M
|
264K
$16M
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
19KNew |
$1.03M - $1.1M
|
19K
$1.15M
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
18.5K+ 10.16% |
$1M - $1.07M
|
201K
$12.1M
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
18.4KNew |
$996K - $1.06M
|
18.4K
$1.11M
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
17.9K+ 26.56% |
$974K - $1.03M
|
85.5K
$5.16M
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
16.4K+ 19.27% |
$892K - $948K
|
102K
$6.14M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
16.2K+ 58.78% |
$879K - $934K
|
43.8K
$2.64M
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
15.7K+ 15.02% |
$850K - $903K
|
120K
$7.25M
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
15.5K+ 10.64% |
$839K - $891K
|
161K
$9.71M
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
15.1K+ 5.03% |
$821K - $872K
|
316K
$19.1M
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
14.7K+ 7.53% |
$796K - $846K
|
210K
$12.7M
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
14.6K+ 8.63% |
$790K - $840K
|
183K
$11.1M
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
14.2K+ 43.61% |
$772K - $820K
|
46.9K
$2.83M
|
|
Apr 09, 2025
Q1 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
14.1K+ 3.11% |
$767K - $815K
|
468K
$28.3M
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
14K+ 115.11% |
$760K - $807K
|
26.2K
$1.58M
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
13.6K+ 183.77% |
$740K - $786K
|
21.1K
$1.27M
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
13.2K+ 30.06% |
$714K - $759K
|
57K
$3.44M
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
13K+ 146.84% |
$706K - $751K
|
21.9K
$1.32M
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
12.8KNew |
$694K - $738K
|
12.8K
$773K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.8K+ 10.74% |
$693K - $736K
|
132K
$7.95M
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
12.4K+ 23.68% |
$675K - $717K
|
65K
$3.92M
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
11.9K+ 9.54% |
$643K - $683K
|
136K
$8.22M
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
11.6KNew |
$629K - $669K
|
11.6K
$701K
|