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 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.79K+ 26.6% |
$247K - $256K
|
13.3K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.77KNew |
$246K - $255K
|
2.77K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.77KNew |
$245K - $255K
|
2.77K
$250K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
2.76K+ 13.46% |
$244K - $254K
|
23.2K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.73KNew |
$242K - $251K
|
2.73K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.71K+ 7.81% |
$240K - $249K
|
37.4K
$3.38M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.68K+ 41.16% |
$237K - $246K
|
9.18K
$830K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.66K+ 113.84% |
$236K - $245K
|
4.99K
$451K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
2.65K+ 5.72% |
$235K - $244K
|
48.9K
$4.42M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.62K+ 25.41% |
$233K - $241K
|
13K
$1.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.61KNew |
$231K - $240K
|
2.61K
$236K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.55KNew |
$226K - $235K
|
2.55K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.53KNew |
$224K - $232K
|
2.53K
$228K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
2.52KNew |
$224K - $232K
|
2.52K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.43K+ 51.07% |
$215K - $224K
|
7.19K
$649K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.41KNew |
$213K - $221K
|
2.41K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
2.38KNew |
$211K - $219K
|
2.38K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$211K - $219K
|
2.38K
$215K
|
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
BUY
|
- |
2.37K+ 1.04% |
$210K - $218K
|
231K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.36KNew |
$209K - $217K
|
2.36K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.35K+ 17.7% |
$209K - $217K
|
15.7K
$1.41M
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.35KNew |
$208K - $216K
|
2.35K
$212K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.32K+ 2.44% |
$205K - $213K
|
97.2K
$8.78M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.31KNew |
$205K - $213K
|
2.31K
$209K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.27KNew |
$201K - $209K
|
2.27K
$205K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.25K+ 48.14% |
$200K - $207K
|
6.93K
$626K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.22KNew |
$197K - $204K
|
2.22K
$201K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.22KNew |
$196K - $204K
|
2.22K
$200K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.2K+ 5.32% |
$195K - $202K
|
43.5K
$3.93M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.17K+ 21.29% |
$192K - $200K
|
12.4K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.17K+ 6.56% |
$192K - $199K
|
35.2K
$3.18M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.11K+ 10.64% |
$187K - $194K
|
21.9K
$1.98M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.09K+ 38.27% |
$185K - $192K
|
7.55K
$682K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
2.07K+ 8.01% |
$183K - $191K
|
27.9K
$2.52M
|
|
|
May 14, 2025
Q1 2025
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
2.06KNew |
$183K - $190K
|
2.06K
$186K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.02K+ 24.1% |
$179K - $186K
|
10.4K
$942K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.99K+ 11.89% |
$176K - $183K
|
18.7K
$1.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.97K+ 25.89% |
$174K - $181K
|
9.57K
$865K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.83K+ 32.85% |
$162K - $168K
|
7.39K
$668K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.8K+ 40.49% |
$160K - $166K
|
6.25K
$565K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.77K+ 7.31% |
$157K - $163K
|
26K
$2.35M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
1.77K+ 61.6% |
$157K - $163K
|
4.64K
$419K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
1.71K+ 64.02% |
$152K - $157K
|
4.38K
$396K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.7K+ 14.56% |
$151K - $156K
|
13.4K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.66K+ 4.32% |
$147K - $153K
|
40.1K
$3.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
1.66K+ 2.38% |
$147K - $152K
|
71.2K
$6.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.58K+ 13.63% |
$140K - $145K
|
13.2K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.58K+ 16.31% |
$140K - $145K
|
11.2K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Titan Global Capital Management Usa LLC
New York, NY |
BUY
|
- |
1.55K+ 17.42% |
$137K - $142K
|
10.4K
$941K
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
1.52K+ 62.66% |
$134K - $140K
|
3.94K
$356K
|