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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
730+ 6.09% |
$64.7K - $67.2K
|
12.7K
$1.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
727+ 7.12% |
$64.4K - $66.9K
|
10.9K
$988K
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
724+ 3.68% |
$64.2K - $66.6K
|
20.4K
$1.84M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
712+ 28.83% |
$63.1K - $65.5K
|
3.18K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
710+ 1.88% |
$62.9K - $65.3K
|
38.6K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
696+ 1.59% |
$61.7K - $64.1K
|
44.6K
$4.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
683+ 29.0% |
$60.5K - $62.9K
|
3.04K
$275K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
666+ 1.79% |
$59K - $61.3K
|
37.9K
$3.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
663+ 29.8% |
$58.8K - $61K
|
2.89K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
661+ 12.28% |
$58.6K - $60.8K
|
6.04K
$546K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
656+ 30.55% |
$58.1K - $60.4K
|
2.8K
$253K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
653+ 25.1% |
$57.9K - $60.1K
|
3.26K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
628+ 20.26% |
$55.7K - $57.8K
|
3.73K
$337K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
624+ 20.35% |
$55.3K - $57.4K
|
3.69K
$334K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
615+ 16.44% |
$54.5K - $56.6K
|
4.36K
$394K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
610+ 1.58% |
$54.1K - $56.1K
|
39.2K
$3.54M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
610+ 21.41% |
$54.1K - $56.1K
|
3.46K
$313K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
609+ 0.32% |
$54K - $56K
|
189K
$17.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
605+ 4.43% |
$53.6K - $55.7K
|
14.3K
$1.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
588+ 6.12% |
$52.1K - $54.1K
|
10.2K
$922K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
575+ 55.45% |
$51K - $52.9K
|
1.61K
$146K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
573+ 1.51% |
$50.8K - $52.7K
|
38.4K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
573+ 11.24% |
$50.8K - $52.7K
|
5.67K
$513K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
569+ 140.84% |
$50.4K - $52.4K
|
973
$87.9K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
560+ 13.35% |
$49.6K - $51.5K
|
4.76K
$430K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
560+ 14.68% |
$49.6K - $51.5K
|
4.38K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
552+ 8.03% |
$48.9K - $50.8K
|
7.43K
$671K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
516+ 3.61% |
$45.7K - $47.5K
|
14.8K
$1.34M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
495+ 94.65% |
$43.9K - $45.6K
|
1.02K
$92K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
488+ 15.83% |
$43.3K - $44.9K
|
3.57K
$323K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
465New |
$41.2K - $42.8K
|
465
$42K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
464+ 2.11% |
$41.1K - $42.7K
|
22.4K
$2.03M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
449+ 99.56% |
$39.8K - $41.3K
|
900
$81.4K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
444+ 3.09% |
$39.4K - $40.9K
|
14.8K
$1.34M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
442+ 15.44% |
$39.2K - $40.7K
|
3.3K
$299K
|
|
|
Apr 14, 2025
Q1 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
430+ 2.79% |
$38.1K - $39.6K
|
15.8K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
417+ 6.03% |
$37K - $38.4K
|
7.33K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
413+ 7.83% |
$36.6K - $38K
|
5.69K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
410+ 1.13% |
$36.3K - $37.7K
|
36.8K
$3.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
407+ 4.05% |
$36.1K - $37.5K
|
10.4K
$944K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
401+ 17.72% |
$35.5K - $36.9K
|
2.66K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
399+ 15.43% |
$35.4K - $36.7K
|
2.99K
$270K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
381+ 5.3% |
$33.8K - $35.1K
|
7.56K
$684K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
369+ 6.72% |
$32.7K - $34K
|
5.86K
$529K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
366+ 4.8% |
$32.4K - $33.7K
|
7.98K
$722K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
340+ 2.04% |
$30.1K - $31.3K
|
17K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
330New |
$29.3K - $30.4K
|
330
$29.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
329+ 0.43% |
$29.2K - $30.3K
|
77.5K
$7M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
326+ 13.96% |
$28.9K - $30K
|
2.66K
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
326+ 7.84% |
$28.9K - $30K
|
4.49K
$405K
|