Purchases and Sales Made in Q1 2023 in Ishares Esg Advanced Msci Em E (EMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Em E (EMXF) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES ESG ADVANCED MSCI EM E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
15.2K+ 101.36% |
$504K - $585K
|
30.3K
$1.17M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
10.5KNew |
$348K - $405K
|
10.5K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.56KNew |
$217K - $252K
|
6.56K
$254K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
5.86KNew |
$194K - $225K
|
5.86K
$227K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5.85KNew |
$194K - $225K
|
5.85K
$227K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2.73K+ 9.92% |
$90.4K - $105K
|
30.3K
$1.17M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.38K+ 22.68% |
$45.7K - $53.1K
|
7.48K
$290K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.17K+ 4.3% |
$38.7K - $44.9K
|
28.4K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
639+ 9.64% |
$21.1K - $24.5K
|
7.27K
$282K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
227New |
$7.51K - $8.72K
|
227
$8.79K
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
160+ 1.57% |
$5.29K - $6.14K
|
10.3K
$400K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
56+ 0.39% |
$1.85K - $2.15K
|
14.4K
$559K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1- 0.26% |
$33.1 - $38.4
|
385
$14.9K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-167- 2.29% |
$5.52K - $6.41K
|
7.14K
$277K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-456- 4.4% |
$15.1K - $17.5K
|
9.9K
$384K
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-750- 3.75% |
$24.8K - $28.8K
|
19.3K
$746K
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-3.2K- 17.72% |
$106K - $123K
|
14.9K
$576K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-83.9K- 44.57% |
$2.77M - $3.22M
|
104K
$4.04M
|