Form Wealth Advisors, LLC Ishares Tr Transaction History

Form Wealth Advisors, LLC

$827 Billion
Q2 2025

A detailed history of Form Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Form Wealth Advisors, LLC holds 63,073 shares of EMB stock, worth $6.01 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

63,073

Holding current value

$6.01 Million

% of portfolio

0.71%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 16, 2025	BUY	$86.54 - $92.62 $5.46 Million - $5.84 Million	63,073 New	63,073 $5.84 Billion

Others Institutions Holding EMB

# of Institutions

977

Shares Held

141M

Call Options Held

3.88M

Put Options Held

14M

Wells Fargo & Company San Francisco, CA

18M
Shares

$1.72 Billion
0.36% of portfolio
Proficio Capital Partners LLC Newton, MA

8.64M
Shares

$822 Million
3.97% of portfolio
Betterment LLC New York, NY

7.89M
Shares

$752 Million
1.56% of portfolio
Jones Financial Companies Lllp

7.79M
Shares

$741 Million
0.55% of portfolio
Jpmorgan Chase & CO New York, NY

6.52M
Shares

$621 Million
0.05% of portfolio

View Full List

About ISHARES TR

Ticker EMB
Sector ETFs
Industry ETFs

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Form Wealth Advisors, LLC Ishares Tr Transaction History