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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
BUY
|
- |
105+ 283.78% |
$9.09K - $9.73K
|
142
$13.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
99New |
$8.57K - $9.17K
|
99
$9.24K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
96+ 2.2% |
$8.31K - $8.89K
|
4.45K
$416K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
92+ 1.03% |
$7.96K - $8.52K
|
9K
$841K
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
91+ 2.55% |
$7.88K - $8.43K
|
3.66K
$342K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
91+ 5.65% |
$7.88K - $8.43K
|
1.7K
$159K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
89+ 1.11% |
$7.7K - $8.24K
|
8.07K
$754K
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
82+ 1.17% |
$7.1K - $7.59K
|
7.09K
$662K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
BUY
|
- |
80+ 2.18% |
$6.92K - $7.41K
|
3.75K
$350K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
76+ 73.08% |
$6.58K - $7.04K
|
180
$16.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
BUY
|
- |
64+ 12.31% |
$5.54K - $5.93K
|
584
$54.5K
|
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
63+ 2.74% |
$5.45K - $5.84K
|
2.36K
$220K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
62+ 6200.0% |
$5.37K - $5.74K
|
63
$5.88K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
61+ 0.16% |
$5.28K - $5.65K
|
39.3K
$3.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
54+ 3.42% |
$4.67K - $5K
|
1.63K
$152K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
53+ 5.89% |
$4.59K - $4.91K
|
953
$89K
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
53+ 1.22% |
$4.59K - $4.91K
|
4.41K
$412K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
52+ 2.33% |
$4.5K - $4.82K
|
2.28K
$213K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
51+ 9.71% |
$4.41K - $4.72K
|
576
$53.8K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
50+ 1.31% |
$4.33K - $4.63K
|
3.87K
$361K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
42+ 0.45% |
$3.63K - $3.89K
|
9.34K
$872K
|
|
|
Aug 11, 2025
Q2 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
41+ 0.14% |
$3.55K - $3.8K
|
28.4K
$2.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
37New |
$3.2K - $3.43K
|
37
$3.46K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
37+ 1.39% |
$3.2K - $3.43K
|
2.69K
$251K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
35+ 1.14% |
$3.03K - $3.24K
|
3.1K
$289K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
34+ 0.42% |
$2.94K - $3.15K
|
8.05K
$752K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
33New |
$2.86K - $3.06K
|
33
$3.08K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.19% |
$2.68K - $2.87K
|
16.7K
$1.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
31+ 48.44% |
$2.68K - $2.87K
|
95
$8.87K
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
31+ 0.54% |
$2.68K - $2.87K
|
5.79K
$540K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
30+ 0.92% |
$2.6K - $2.78K
|
3.3K
$309K
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
27+ 0.63% |
$2.34K - $2.5K
|
4.33K
$405K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
26+ 11.26% |
$2.25K - $2.41K
|
257
$24K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
26+ 0.19% |
$2.25K - $2.41K
|
14K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
24New |
$2.08K - $2.22K
|
24
$2.24K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
24New |
$2.08K - $2.22K
|
24
$2.24K
|
|
|
Aug 14, 2025
Q2 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
23New |
$1.99K - $2.13K
|
23
$2.15K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
22+ 16.92% |
$1.9K - $2.04K
|
152
$14.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
22+ 0.7% |
$1.9K - $2.04K
|
3.16K
$295K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
20+ 0.35% |
$1.73K - $1.85K
|
5.69K
$531K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
20+ 0.24% |
$1.73K - $1.85K
|
8.23K
$768K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
20New |
$1.73K - $1.85K
|
20
$1.87K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
20New |
$1.73K - $1.85K
|
20
$1.87K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
16New |
$1.38K - $1.48K
|
16
$1.49K
|
|
|
Aug 11, 2025
Q2 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
16+ 0.11% |
$1.38K - $1.48K
|
14.1K
$1.31M
|
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
15+ 1.06% |
$1.3K - $1.39K
|
1.43K
$133K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
14+ 0.81% |
$1.21K - $1.3K
|
1.74K
$162K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
14+ 280.0% |
$1.21K - $1.3K
|
19
$1.77K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
14+ 280.0% |
$1.21K - $1.3K
|
19
$1.77K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
14+ 1.29% |
$1.21K - $1.3K
|
1.1K
$102K
|