Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
163KNew |
$5.44M - $5.9M
|
163K
$6.31M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
126KNew |
$4.22M - $4.58M
|
126K
$4.9M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
45.4KNew |
$1.52M - $1.64M
|
45.4K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
26.8KNew |
$896K - $972K
|
26.8K
$1.04M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
14.1K+ 48.37% |
$472K - $512K
|
43.3K
$1.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
8.38K+ 8.31% |
$280K - $304K
|
109K
$4.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
6.54KNew |
$218K - $237K
|
6.54K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.46K+ 69.5% |
$149K - $162K
|
10.9K
$421K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.93K+ 28.96% |
$97.7K - $106K
|
13K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.17KNew |
$72.4K - $78.5K
|
2.17K
$84K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.15K+ 2.36% |
$38.4K - $41.7K
|
50K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.04K+ 18.11% |
$34.6K - $37.5K
|
6.75K
$261K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
879+ 10.43% |
$29.4K - $31.8K
|
9.31K
$361K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
796+ 2.42% |
$26.6K - $28.8K
|
33.7K
$1.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
138+ 1.2% |
$4.61K - $5K
|
11.7K
$452K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
120+ 1.38% |
$4.01K - $4.35K
|
8.85K
$343K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
101New |
$3.37K - $3.66K
|
101
$3.91K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24+ 0.28% |
$802 - $869
|
8.5K
$329K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-31- 0.47% |
$1.04K - $1.12K
|
6.61K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-142- 1.64% |
$4.74K - $5.14K
|
8.5K
$329K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.04K- 17.99% |
$34.6K - $37.6K
|
4.73K
$183K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.21K- 22.23% |
$73.9K - $80.1K
|
7.74K
$300K
|
|
|
Apr 25, 2024
Q1 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-3.48K- 14.79% |
$116K - $126K
|
20.1K
$777K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-3.79K- 25.49% |
$127K - $137K
|
11.1K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-4.06K- 4.29% |
$136K - $147K
|
90.7K
$3.51M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.3K- 25.98% |
$210K - $228K
|
17.9K
$695K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-7.36K- 46.2% |
$246K - $267K
|
8.57K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-9.15K- 75.14% |
$306K - $331K
|
3.03K
$117K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-19.5K- 34.22% |
$650K - $705K
|
37.4K
$1.45M
|