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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-183- 1.87% |
$16.2K - $16.8K
|
9.62K
$870K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-188- 18.93% |
$16.7K - $17.3K
|
805
$72.8K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-194- 0.34% |
$17.2K - $17.9K
|
57.2K
$5.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-195- 60.0% |
$17.3K - $17.9K
|
130
$11.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-200- 41.84% |
$17.7K - $18.4K
|
278
$25.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-205- 0.39% |
$18.2K - $18.9K
|
52.4K
$4.74M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-213- 5.82% |
$18.9K - $19.6K
|
3.45K
$312K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-218- 1.78% |
$19.3K - $20.1K
|
12K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-224- 92.18% |
$19.9K - $20.6K
|
19
$1.72K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-228- 33.63% |
$20.2K - $21K
|
450
$40.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-232- 2.78% |
$20.6K - $21.4K
|
8.11K
$733K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-238- 1.48% |
$21.1K - $21.9K
|
15.8K
$1.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-249- 5.67% |
$22.1K - $22.9K
|
4.15K
$375K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-253- 5.51% |
$22.4K - $23.3K
|
4.34K
$392K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-255- 48.66% |
$22.6K - $23.5K
|
269
$24.3K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-276- 9.52% |
$24.5K - $25.4K
|
2.62K
$237K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-278- 69.33% |
$24.6K - $25.6K
|
123
$11.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-281- 6.35% |
$24.9K - $25.9K
|
4.14K
$374K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-295- 10.06% |
$26.1K - $27.1K
|
2.64K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-314- 8.95% |
$27.8K - $28.9K
|
3.2K
$289K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-322- 3.86% |
$28.5K - $29.6K
|
8.02K
$725K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-327- 8.08% |
$29K - $30.1K
|
3.72K
$336K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-340- 2.25% |
$30.1K - $31.3K
|
14.8K
$1.33M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-341- 2.22% |
$30.2K - $31.4K
|
15K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-363- 11.52% |
$32.2K - $33.4K
|
2.79K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-373- 0.85% |
$33.1K - $34.3K
|
43.7K
$3.95M
|
|
|
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
$421K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-397- 9.33% |
$35.2K - $36.5K
|
3.86K
$349K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-400- 0.18% |
$35.5K - $36.8K
|
226K
$20.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-420- 15.84% |
$37.2K - $38.7K
|
2.23K
$202K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-420- 9.22% |
$37.2K - $38.7K
|
4.14K
$374K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
SELL
|
- |
-423- 3.46% |
$37.5K - $38.9K
|
11.8K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-437- 2.09% |
$38.7K - $40.2K
|
20.4K
$1.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-438- 4.44% |
$38.8K - $40.3K
|
9.42K
$851K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-442- 4.55% |
$39.2K - $40.7K
|
9.26K
$837K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-443- 15.22% |
$39.3K - $40.8K
|
2.47K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-450- 0.42% |
$39.9K - $41.4K
|
106K
$9.57M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-452- 2.19% |
$40.1K - $41.6K
|
20.2K
$1.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-456- 2.97% |
$40.4K - $42K
|
14.9K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-466- 3.86% |
$41.3K - $42.9K
|
11.6K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-472- 60.75% |
$41.8K - $43.4K
|
305
$27.6K
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-478- 3.12% |
$42.4K - $44K
|
14.8K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-481- 6.56% |
$42.6K - $44.3K
|
6.85K
$619K
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-489- 1.69% |
$43.3K - $45K
|
28.4K
$2.56M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-500- 22.73% |
$44.3K - $46K
|
1.7K
$154K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-504- 7.46% |
$44.7K - $46.4K
|
6.25K
$565K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-507- 13.64% |
$44.9K - $46.7K
|
3.21K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-535- 11.83% |
$47.4K - $49.2K
|
3.99K
$360K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-547- 1.61% |
$48.5K - $50.3K
|
33.4K
$3.02M
|