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
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.4KNew |
$923K - $958K
|
10.4K
$941K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
10.2KNew |
$908K - $943K
|
10.2K
$926K
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
10.2K+ 36.6% |
$906K - $941K
|
38.1K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
9.71K+ 8.13% |
$861K - $894K
|
129K
$11.7M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.42K+ 138.85% |
$835K - $867K
|
16.2K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
9.18KNew |
$814K - $845K
|
9.18K
$830K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
9.16K+ 180.6% |
$812K - $843K
|
14.2K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.87K+ 93.42% |
$786K - $816K
|
18.4K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
8.7K+ 18.02% |
$771K - $800K
|
57K
$5.15M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
8.65K+ 267.96% |
$766K - $796K
|
11.9K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
8.45K+ 216.3% |
$749K - $778K
|
12.4K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.45K+ 24.0% |
$749K - $777K
|
43.6K
$3.94M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.15K+ 80.32% |
$722K - $750K
|
18.3K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
7.98K+ 32.04% |
$707K - $734K
|
32.9K
$2.97M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
7.94K+ 46.39% |
$704K - $730K
|
25K
$2.26M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
7.57K+ 5.12% |
$671K - $697K
|
155K
$14.1M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
7.36K+ 2.39% |
$652K - $677K
|
315K
$28.5M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
7.36K+ 67.29% |
$652K - $677K
|
18.3K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.96KNew |
$617K - $640K
|
6.96K
$629K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6.94K+ 46.25% |
$616K - $639K
|
22K
$1.98M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
6.92KNew |
$614K - $637K
|
6.92K
$626K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
6.81KNew |
$603K - $627K
|
6.81K
$615K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.81K+ 27.65% |
$603K - $627K
|
31.4K
$2.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.8KNew |
$603K - $626K
|
6.8K
$614K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
6.69K+ 11.59% |
$593K - $615K
|
64.4K
$5.82M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
6.64K+ 33.06% |
$589K - $611K
|
26.7K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.64K+ 32.75% |
$589K - $611K
|
26.9K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.63K+ 53.38% |
$588K - $610K
|
19.1K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.63K+ 40.6% |
$587K - $610K
|
22.9K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.6K+ 14.71% |
$585K - $608K
|
51.5K
$4.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.43K+ 35.32% |
$570K - $592K
|
24.6K
$2.23M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
6.4K+ 12.04% |
$567K - $589K
|
59.5K
$5.38M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.4K+ 9.88% |
$567K - $589K
|
71.1K
$6.43M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
6.09K+ 29.08% |
$540K - $560K
|
27K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
5.71K+ 98.07% |
$506K - $525K
|
11.5K
$1.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.68K+ 22.4% |
$504K - $523K
|
31K
$2.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
5.63K+ 26.28% |
$499K - $518K
|
27.1K
$2.45M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.43K+ 3.55% |
$481K - $499K
|
158K
$14.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
5.32KNew |
$471K - $489K
|
5.32K
$481K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.31K+ 77.35% |
$471K - $489K
|
12.2K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.24K+ 64.62% |
$465K - $482K
|
13.4K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
5.24K+ 64.62% |
$465K - $482K
|
13.4K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
5.22K+ 100.0% |
$463K - $481K
|
10.4K
$944K
|
|
|
May 06, 2025
Q1 2025
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
5.17K+ 6.79% |
$458K - $476K
|
81.3K
$7.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
5.17K+ 31.69% |
$458K - $475K
|
21.5K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
5K+ 7.5% |
$443K - $460K
|
71.7K
$6.48M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.94KNew |
$438K - $455K
|
4.94K
$447K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.87K+ 4.58% |
$432K - $448K
|
111K
$10.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
4.86K+ 8.11% |
$431K - $447K
|
64.8K
$5.85M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
4.8K+ 5.12% |
$425K - $441K
|
98.5K
$8.9M
|