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
|
Security Financial Services, Inc.
|
BUY
|
- |
322+ 3.59% |
$28.5K - $29.6K
|
9.3K
$840K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
318+ 2.92% |
$28.2K - $29.3K
|
11.2K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
308+ 3.1% |
$27.3K - $28.3K
|
10.2K
$925K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
305+ 381.25% |
$27K - $28.1K
|
385
$34.8K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
298+ 43.0% |
$26.4K - $27.4K
|
991
$89.6K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
283New |
$25.1K - $26K
|
283
$25.6K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
266+ 7.23% |
$23.6K - $24.5K
|
3.95K
$357K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
265New |
$23.5K - $24.4K
|
265
$24K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
263+ 4.24% |
$23.3K - $24.2K
|
6.46K
$584K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
260+ 1.89% |
$23K - $23.9K
|
14K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
256+ 2.86% |
$22.7K - $23.6K
|
9.21K
$833K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
255New |
$22.6K - $23.5K
|
255
$23K
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
251+ 3.14% |
$22.2K - $23.1K
|
8.24K
$745K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
250+ 2.27% |
$22.2K - $23K
|
11.3K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
245New |
$21.7K - $22.5K
|
245
$22.1K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
245+ 8.46% |
$21.7K - $22.5K
|
3.14K
$284K
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
BUY
|
- |
243+ 0.37% |
$21.5K - $22.4K
|
65.8K
$5.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
242+ 9.48% |
$21.5K - $22.3K
|
2.79K
$253K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
240+ 10.28% |
$21.3K - $22.1K
|
2.58K
$233K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
239+ 0.98% |
$21.2K - $22K
|
24.6K
$2.22M
|
|
|
May 06, 2025
Q1 2025
|
Unison Advisors LLC
|
BUY
|
- |
235+ 1.45% |
$20.8K - $21.6K
|
16.4K
$1.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
227+ 22700.0% |
$20.1K - $20.9K
|
228
$20.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
227+ 8.27% |
$20.1K - $20.9K
|
2.97K
$269K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
222+ 10.22% |
$19.7K - $20.4K
|
2.39K
$216K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
220+ 1.1% |
$19.5K - $20.2K
|
20.2K
$1.83M
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
205New |
$18.2K - $18.9K
|
205
$18.5K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
200+ 2.9% |
$17.7K - $18.4K
|
7.09K
$640K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
195+ 2.32% |
$17.3K - $17.9K
|
8.59K
$776K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
190+ 140.74% |
$16.8K - $17.5K
|
325
$29.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
184+ 0.48% |
$16.3K - $16.9K
|
38.6K
$3.49M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
177+ 7.14% |
$15.7K - $16.3K
|
2.66K
$240K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
175+ 1.0% |
$15.5K - $16.1K
|
17.7K
$1.6M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
172+ 6.14% |
$15.2K - $15.8K
|
2.97K
$269K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
171New |
$15.2K - $15.7K
|
171
$15.5K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
170+ 7.13% |
$15.1K - $15.6K
|
2.55K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
167+ 4.86% |
$14.8K - $15.4K
|
3.61K
$326K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
166+ 2.31% |
$14.7K - $15.3K
|
7.34K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
158+ 4.86% |
$14K - $14.5K
|
3.41K
$308K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
156+ 37.32% |
$13.8K - $14.4K
|
574
$51.9K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
152+ 0.61% |
$13.5K - $14K
|
24.9K
$2.25M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
148+ 20.05% |
$13.1K - $13.6K
|
886
$80.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
143+ 5.72% |
$12.7K - $13.2K
|
2.64K
$239K
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
138+ 0.94% |
$12.2K - $12.7K
|
14.8K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
136+ 2.25% |
$12.1K - $12.5K
|
6.17K
$558K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
124New |
$11K - $11.4K
|
124
$11.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
122+ 1.39% |
$10.8K - $11.2K
|
8.9K
$804K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
121New |
$10.7K - $11.1K
|
121
$10.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
114+ 1.6% |
$10.1K - $10.5K
|
7.22K
$652K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
112New |
$9.93K - $10.3K
|
112
$10.1K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
112+ 373.33% |
$9.93K - $10.3K
|
142
$12.8K
|