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
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-553- 6.31% |
$49K - $50.9K
|
8.21K
$742K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-556- 16.62% |
$49.3K - $51.2K
|
2.79K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-566- 1.14% |
$50.2K - $52.1K
|
49K
$4.42M
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-575- 11.06% |
$51K - $52.9K
|
4.63K
$418K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-588- 18.12% |
$52.1K - $54.1K
|
2.66K
$240K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-589- 77.5% |
$52.2K - $54.2K
|
171
$15.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-589- 11.25% |
$52.2K - $54.2K
|
4.65K
$420K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-593- 14.66% |
$52.6K - $54.6K
|
3.45K
$312K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-602- 7.39% |
$53.4K - $55.4K
|
7.55K
$682K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-618- 6.63% |
$54.8K - $56.9K
|
8.71K
$787K
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-620- 3.92% |
$55K - $57.1K
|
15.2K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-651- 1.57% |
$57.7K - $59.9K
|
40.8K
$3.69M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-661- 7.16% |
$58.6K - $60.8K
|
8.57K
$775K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-664- 3.25% |
$58.9K - $61.1K
|
19.8K
$1.79M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-683- 1.93% |
$60.5K - $62.9K
|
34.6K
$3.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-698- 5.6% |
$61.9K - $64.2K
|
11.8K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-701- 2.16% |
$62.1K - $64.5K
|
31.7K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-702- 8.92% |
$62.2K - $64.6K
|
7.16K
$648K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-744- 0.62% |
$65.9K - $68.5K
|
119K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-777- 2.83% |
$68.9K - $71.5K
|
26.7K
$2.41M
|
|
|
Apr 11, 2025
Q1 2025
|
Gridiron Partners, LLC
Wexford, PA |
SELL
|
- |
-805- 7.46% |
$71.4K - $74.1K
|
9.99K
$903K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-827- 7.13% |
$73.3K - $76.1K
|
10.8K
$974K
|
|
|
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
$353K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-917- 14.01% |
$81.3K - $84.4K
|
5.63K
$509K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-920- 3.08% |
$81.5K - $84.7K
|
29K
$2.62M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-936- 14.97% |
$83K - $86.1K
|
5.32K
$481K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-943- 10.07% |
$83.6K - $86.8K
|
8.42K
$761K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-961- 0.78% |
$85.2K - $88.4K
|
122K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-969- 28.01% |
$85.9K - $89.2K
|
2.49K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-983- 5.11% |
$87.1K - $90.5K
|
18.2K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1K- 5.54% |
$88.7K - $92.1K
|
17.1K
$1.54M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-1.03K- 64.84% |
$91.2K - $94.7K
|
558
$50.4K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.08K- 19.89% |
$95.9K - $99.6K
|
4.36K
$394K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-1.1K- 13.81% |
$97.5K - $101K
|
6.87K
$621K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-1.1K- 28.61% |
$97.6K - $101K
|
2.75K
$248K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.1K- 7.73% |
$97.6K - $101K
|
13.1K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.11K- 16.27% |
$98.7K - $102K
|
5.73K
$518K
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.12K- 8.45% |
$99.4K - $103K
|
12.1K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.26K- 13.01% |
$112K - $116K
|
8.45K
$764K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.3K- 20.56% |
$115K - $119K
|
5K
$452K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.31K- 12.63% |
$116K - $121K
|
9.08K
$821K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.33K- 25.08% |
$117K - $122K
|
3.96K
$358K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.34K- 12.75% |
$118K - $123K
|
9.15K
$827K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.35K- 17.31% |
$120K - $125K
|
6.47K
$585K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.42K- 26.19% |
$126K - $130K
|
3.99K
$361K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-1.45K- 4.03% |
$129K - $134K
|
34.7K
$3.13M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.48K- 28.27% |
$131K - $136K
|
3.76K
$340K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1.49K- 62.55% |
$132K - $137K
|
892
$80.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.51K- 89.84% |
$134K - $139K
|
171
$15.5K
|