Purchases and Sales Made in Q2 2025 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.22K+ 1.15% |
$105K - $113K
|
107K
$10M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.21K+ 3.01% |
$104K - $112K
|
41.3K
$3.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.2K+ 9.87% |
$104K - $111K
|
13.4K
$1.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
BUY
|
- |
1.2K+ 3.15% |
$104K - $111K
|
39.3K
$3.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.2K+ 6.69% |
$104K - $111K
|
19.1K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.2K+ 19.05% |
$103K - $111K
|
7.47K
$697K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.19K+ 9.53% |
$103K - $110K
|
13.7K
$1.28M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 8.25% |
$102K - $109K
|
15.4K
$1.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.15K+ 43.1% |
$99.7K - $107K
|
3.83K
$357K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.14K+ 15.88% |
$98.7K - $106K
|
8.33K
$777K
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.14K+ 19.18% |
$98.3K - $105K
|
7.06K
$659K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.11K+ 29.69% |
$95.8K - $103K
|
4.84K
$451K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
1.11K+ 6.33% |
$95.6K - $102K
|
18.6K
$1.73M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.09K+ 8.31% |
$94.7K - $101K
|
14.3K
$1.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.07KNew |
$92.3K - $98.7K
|
1.07K
$99.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.06K+ 1.17% |
$91.8K - $98.3K
|
91.5K
$8.54M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
1.06K+ 2.16% |
$91.4K - $97.8K
|
49.9K
$4.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.02K+ 9.05% |
$88.4K - $94.6K
|
12.3K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 37.92% |
$87.6K - $93.7K
|
3.68K
$344K
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
997+ 3.57% |
$86.3K - $92.3K
|
28.9K
$2.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
964+ 7.27% |
$83.4K - $89.3K
|
14.2K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
934+ 2.42% |
$80.8K - $86.5K
|
39.5K
$3.69M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
930+ 10.24% |
$80.5K - $86.1K
|
10K
$935K
|
|
|
Jul 21, 2025
Q2 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
923+ 3.45% |
$79.9K - $85.5K
|
27.7K
$2.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
915+ 469.23% |
$79.2K - $84.7K
|
1.11K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
900+ 1.46% |
$77.9K - $83.4K
|
62.3K
$5.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
892+ 28.17% |
$77.2K - $82.6K
|
4.06K
$379K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
883+ 153.83% |
$76.4K - $81.8K
|
1.46K
$136K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
880+ 3.84% |
$76.2K - $81.5K
|
23.8K
$2.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
867+ 18.41% |
$75K - $80.3K
|
5.58K
$521K
|
|
|
Aug 08, 2025
Q2 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
842+ 4.7% |
$72.9K - $78K
|
18.7K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
833+ 4.46% |
$72.1K - $77.2K
|
19.5K
$1.82M
|
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
830+ 4.69% |
$71.8K - $76.9K
|
18.5K
$1.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
829+ 6.52% |
$71.7K - $76.8K
|
13.6K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
828+ 27.74% |
$71.7K - $76.7K
|
3.81K
$356K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
827+ 18.3% |
$71.6K - $76.6K
|
5.35K
$499K
|
|
|
Aug 15, 2025
Q2 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
827+ 23.61% |
$71.6K - $76.6K
|
4.33K
$404K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
802+ 1.4% |
$69.4K - $74.3K
|
58.2K
$5.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
801+ 8.79% |
$69.3K - $74.2K
|
9.92K
$926K
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
785New |
$67.9K - $72.7K
|
785
$73.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
775+ 2.33% |
$67.1K - $71.8K
|
34K
$3.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
773+ 7.85% |
$66.9K - $71.6K
|
10.6K
$992K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
768+ 8.63% |
$66.5K - $71.1K
|
9.66K
$902K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
739+ 3.3% |
$64K - $68.4K
|
23.1K
$2.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
727+ 6.27% |
$62.9K - $67.3K
|
12.3K
$1.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
726+ 1.36% |
$62.8K - $67.2K
|
54.1K
$5.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
718+ 9.52% |
$62.1K - $66.5K
|
8.26K
$772K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
717+ 15.19% |
$62K - $66.4K
|
5.44K
$508K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
708+ 16.25% |
$61.3K - $65.6K
|
5.07K
$473K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
705+ 6.11% |
$61K - $65.3K
|
12.2K
$1.14M
|