Beta Wealth Group, Inc. Ishares Tr Transaction History

Beta Wealth Group, Inc.

$187 Million
Q3 2025

A detailed history of Beta Wealth Group, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 28,247 shares of EMB stock, worth $2.71 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

28,247

Holding current value

$2.71 Million

% of portfolio

1.44%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 07, 2025	BUY	$91.52 - $95.59 $2.59 Million - $2.7 Million	28,247 New	28,247 $2.69 Million

Others Institutions Holding EMB

# of Institutions

1,026

Shares Held

139M

Call Options Held

4.25M

Put Options Held

9.47M

Wells Fargo & Company San Francisco, CA

18.7M
Shares

$1.79 Billion
0.35% of portfolio
Jpmorgan Chase & CO New York, NY

11.4M
Shares

$1.09 Billion
0.07% of portfolio
Betterment LLC New York, NY

6.72M
Shares

$645 Million
1.26% of portfolio
Bank Of America Corp Charlotte, NC

5.49M
Shares

$527 Million
0.04% of portfolio
Envestnet Asset Management Inc

4.57M
Shares

$438 Million
0.13% of portfolio

View Full List

About ISHARES TR

Ticker EMB
Sector ETFs
Industry ETFs

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Beta Wealth Group, Inc. Ishares Tr Transaction History