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 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
4.73K+ 10.96% |
$419K - $435K
|
47.9K
$4.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
4.72K+ 15.88% |
$418K - $434K
|
34.4K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.63KNew |
$411K - $426K
|
4.63K
$419K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
4.63K+ 126.3% |
$410K - $426K
|
8.29K
$750K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.63K+ 29.99% |
$410K - $426K
|
20.1K
$1.81M
|
|
|
May 05, 2025
Q1 2025
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
4.62K+ 2.93% |
$410K - $425K
|
162K
$14.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.52K+ 100.29% |
$401K - $416K
|
9.03K
$816K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.49KNew |
$398K - $413K
|
4.49K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.37K+ 11.85% |
$387K - $402K
|
41.2K
$3.73M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
4.22K+ 35.37% |
$374K - $389K
|
16.2K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.19K+ 1.2% |
$372K - $386K
|
354K
$32M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.19K+ 3.71% |
$372K - $386K
|
117K
$10.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.18K+ 91.78% |
$370K - $384K
|
8.73K
$789K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
4.17K+ 46.51% |
$369K - $383K
|
13.1K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
4.13KNew |
$366K - $380K
|
4.13K
$373K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.09K+ 7.12% |
$362K - $376K
|
61.5K
$5.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
4.03K+ 6.69% |
$357K - $370K
|
64.2K
$5.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4K+ 49.76% |
$354K - $368K
|
12K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3.99K+ 12.0% |
$354K - $367K
|
37.2K
$3.37M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3.94KNew |
$349K - $362K
|
3.94K
$356K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.88K+ 20.6% |
$344K - $357K
|
22.7K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.75K+ 23.74% |
$332K - $345K
|
19.5K
$1.77M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.72KNew |
$329K - $342K
|
3.72K
$336K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.7K+ 35.86% |
$328K - $340K
|
14K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.67K+ 40.18% |
$325K - $337K
|
12.8K
$1.16M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
3.66K+ 10.65% |
$325K - $337K
|
38.1K
$3.44M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
3.6K+ 5.88% |
$319K - $331K
|
64.8K
$5.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.55K+ 8.43% |
$315K - $327K
|
45.7K
$4.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.5K+ 9.93% |
$310K - $322K
|
38.7K
$3.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
3.47K+ 45.32% |
$308K - $319K
|
11.1K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.38K+ 18.8% |
$300K - $311K
|
21.4K
$1.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
3.29K+ 39.93% |
$292K - $303K
|
11.5K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
3.28K+ 3.71% |
$291K - $302K
|
91.8K
$8.29M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.17KNew |
$281K - $292K
|
3.17K
$286K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
3.17KNew |
$281K - $291K
|
3.17K
$286K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.17KNew |
$281K - $291K
|
3.17K
$286K
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
3.08KNew |
$273K - $283K
|
3.08K
$278K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
3.02K+ 23.75% |
$268K - $278K
|
15.7K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.01K+ 9.32% |
$267K - $277K
|
35.4K
$3.2M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
3K+ 26.71% |
$266K - $276K
|
14.2K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.99KNew |
$265K - $275K
|
2.99K
$270K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
2.96KNew |
$262K - $272K
|
2.96K
$267K
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
2.96K+ 14.6% |
$262K - $272K
|
23.2K
$2.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.94K+ 1.94% |
$261K - $271K
|
155K
$14M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
2.93KNew |
$260K - $270K
|
2.93K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.91K+ 9.62% |
$258K - $268K
|
33.2K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.87KNew |
$255K - $264K
|
2.87K
$260K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.84K+ 18.64% |
$252K - $262K
|
18.1K
$1.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
2.82KNew |
$250K - $260K
|
2.82K
$255K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.82KNew |
$250K - $259K
|
2.82K
$254K
|