Purchases and Sales Made in Q4 2025 in Ishares Tr (EMB)
This table provides information about the institutional ownership of Ishares Tr (EMB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
78.8KNew |
$7.45M - $7.64M
|
78.8K
$7.56M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
61.7K+ 22.76% |
$5.84M - $5.99M
|
333K
$32M
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
38.7K+ 48.42% |
$3.66M - $3.75M
|
119K
$11.4M
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
33.6K+ 78.32% |
$3.18M - $3.26M
|
76.5K
$7.34M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
26.2K+ 255.66% |
$2.48M - $2.54M
|
36.4K
$3.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
17.8KNew |
$1.69M - $1.73M
|
17.8K
$1.71M
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
11.3K+ 23.92% |
$1.06M - $1.09M
|
58.3K
$5.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
10.5K+ 6.76% |
$991K - $1.02M
|
165K
$15.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.71K+ 9.77% |
$824K - $845K
|
97.9K
$9.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
6.99K+ 6.56% |
$662K - $678K
|
114K
$10.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
6.49K+ 10.09% |
$615K - $630K
|
70.8K
$6.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
6.28KNew |
$595K - $610K
|
6.28K
$603K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
4.66KNew |
$441K - $452K
|
4.66K
$448K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4.39K+ 29.56% |
$416K - $426K
|
19.3K
$1.85M
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
3.41KNew |
$322K - $330K
|
3.41K
$327K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.8KNew |
$265K - $272K
|
2.8K
$269K
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.77KNew |
$262K - $269K
|
2.77K
$266K
|
|
|
Jan 08, 2026
Q4 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
2.43K+ 11.16% |
$230K - $236K
|
24.2K
$2.32M
|
|
|
Jan 07, 2026
Q4 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
2.25K+ 2.07% |
$212K - $218K
|
111K
$10.6M
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2.19K+ 54.24% |
$208K - $213K
|
6.24K
$598K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
2.13K+ 62.9% |
$201K - $206K
|
5.51K
$528K
|
|
|
Jan 06, 2026
Q4 2025
|
Barden Capital Management, Inc.
|
BUY
|
- |
2.1K+ 14.07% |
$199K - $204K
|
17K
$1.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Paragon Advisors, LLC
|
BUY
|
- |
1.87K+ 4.52% |
$177K - $182K
|
43.3K
$4.16M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.85K+ 4.27% |
$175K - $179K
|
45.1K
$4.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.56K+ 5.68% |
$148K - $152K
|
29.1K
$2.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
1.51K+ 41.06% |
$143K - $147K
|
5.19K
$498K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.36K+ 13.07% |
$129K - $132K
|
11.8K
$1.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 7.3% |
$110K - $112K
|
17K
$1.64M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.02K+ 3.05% |
$96.9K - $99.4K
|
34.6K
$3.32M
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
880+ 32.52% |
$83.3K - $85.4K
|
3.59K
$344K
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
667New |
$63.1K - $64.7K
|
667
$64K
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
656+ 2.64% |
$62.1K - $63.7K
|
25.6K
$2.45M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
600+ 18.84% |
$56.8K - $58.2K
|
3.79K
$363K
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
580+ 8.15% |
$54.9K - $56.3K
|
7.7K
$738K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
576New |
$54.5K - $55.9K
|
576
$55.3K
|
|
|
Jan 14, 2026
Q4 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
472+ 3.29% |
$44.7K - $45.8K
|
14.8K
$1.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
430+ 4.11% |
$40.7K - $41.7K
|
10.9K
$1.04M
|
|
|
Jan 09, 2026
Q4 2025
|
Central Bank & Trust CO
|
BUY
|
- |
411+ 1.57% |
$38.9K - $39.9K
|
26.6K
$2.56M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
372+ 3.24% |
$35.2K - $36.1K
|
11.8K
$1.14M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
333+ 3.24% |
$31.5K - $32.3K
|
10.6K
$1.02M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
275+ 2.91% |
$26K - $26.7K
|
9.72K
$933K
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
111+ 0.47% |
$10.5K - $10.8K
|
24K
$2.3M
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
95+ 121.79% |
$8.99K - $9.22K
|
173
$16.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
93+ 0.4% |
$8.8K - $9.02K
|
23.4K
$2.25M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
62+ 3.85% |
$5.87K - $6.02K
|
1.67K
$161K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
58New |
$5.49K - $5.63K
|
58
$5.57K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
42New |
$3.97K - $4.08K
|
42
$4.03K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
40+ 0.48% |
$3.79K - $3.88K
|
8.3K
$796K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
37+ 0.77% |
$3.5K - $3.59K
|
4.86K
$466K
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
34+ 23.94% |
$3.22K - $3.3K
|
176
$16.9K
|
|