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 17, 2025
Q1 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
112+ 4.94% |
$9.93K - $10.3K
|
2.38K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
112+ 2.44% |
$9.93K - $10.3K
|
4.71K
$426K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
112+ 112.0% |
$9.93K - $10.3K
|
212
$19.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
111+ 2.52% |
$9.84K - $10.2K
|
4.51K
$408K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
111+ 198.21% |
$9.84K - $10.2K
|
167
$15.1K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
105+ 7.13% |
$9.31K - $9.66K
|
1.58K
$143K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
104New |
$9.22K - $9.57K
|
104
$9.4K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
104New |
$9.22K - $9.57K
|
104
$9.4K
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
104+ 0.47% |
$9.22K - $9.57K
|
22K
$1.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
101New |
$8.95K - $9.3K
|
101
$9.13K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
97+ 106.59% |
$8.6K - $8.93K
|
188
$17K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
97New |
$8.6K - $8.93K
|
97
$8.77K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
92+ 31.62% |
$8.15K - $8.47K
|
383
$34.6K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
90+ 2.26% |
$7.98K - $8.28K
|
4.07K
$368K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
89New |
$7.89K - $8.19K
|
89
$8.04K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
87+ 4.68% |
$7.71K - $8.01K
|
1.95K
$176K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
83+ 2.58% |
$7.36K - $7.64K
|
3.31K
$299K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
83+ 3.58% |
$7.36K - $7.64K
|
2.4K
$217K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
80+ 0.19% |
$7.09K - $7.36K
|
42.2K
$3.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
75+ 31.12% |
$6.65K - $6.9K
|
316
$28.6K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
68New |
$6.03K - $6.26K
|
68
$6.15K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
61+ 1.59% |
$5.41K - $5.61K
|
3.91K
$353K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
59+ 2.26% |
$5.23K - $5.43K
|
2.68K
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
55New |
$4.88K - $5.06K
|
55
$4.97K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
55New |
$4.88K - $5.06K
|
55
$4.97K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
53+ 18.34% |
$4.7K - $4.88K
|
342
$30.9K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
53+ 0.13% |
$4.7K - $4.88K
|
41.3K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
51+ 1.83% |
$4.52K - $4.69K
|
2.84K
$257K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
49+ 62.82% |
$4.34K - $4.51K
|
127
$11.5K
|
|
|
May 07, 2025
Q1 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
48+ 0.27% |
$4.25K - $4.42K
|
17.9K
$1.62M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
48New |
$4.25K - $4.42K
|
48
$4.34K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
44+ 23.53% |
$3.9K - $4.05K
|
231
$20.9K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
42New |
$3.72K - $3.87K
|
42
$3.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
42+ 0.77% |
$3.72K - $3.87K
|
5.47K
$495K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
39New |
$3.46K - $3.59K
|
39
$3.53K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
36+ 0.89% |
$3.19K - $3.31K
|
4.06K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
33New |
$2.93K - $3.04K
|
33
$2.98K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
31New |
$2.75K - $2.85K
|
31
$2.8K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
30+ 0.17% |
$2.66K - $2.76K
|
18K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
BUY
|
- |
28+ 0.02% |
$2.48K - $2.58K
|
145K
$13.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24+ 0.04% |
$2.13K - $2.21K
|
53.6K
$4.84M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
23+ 12.99% |
$2.04K - $2.12K
|
200
$18.1K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
22+ 0.81% |
$1.95K - $2.02K
|
2.74K
$247K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
21+ 0.93% |
$1.86K - $1.93K
|
2.28K
$206K
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
19New |
$1.68K - $1.75K
|
19
$1.72K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
19New |
$1.68K - $1.75K
|
19
$1.72K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18+ 10.17% |
$1.6K - $1.66K
|
195
$17.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 3.46% |
$1.6K - $1.66K
|
538
$48.6K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
16New |
$1.42K - $1.47K
|
16
$1.45K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
15+ 4.92% |
$1.33K - $1.38K
|
320
$28.9K
|