Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
13.6KNew |
$460K - $498K
|
13.6K
$526K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
13.2K+ 43.66% |
$447K - $485K
|
43.5K
$1.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.35K+ 13.03% |
$45.5K - $49.3K
|
11.7K
$452K
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
1.3K+ 8.71% |
$43.8K - $47.5K
|
16.2K
$626K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
665+ 2.34% |
$22.5K - $24.4K
|
29K
$1.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
604+ 8.31% |
$20.5K - $22.2K
|
7.87K
$305K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
332+ 3.35% |
$11.2K - $12.2K
|
10.2K
$397K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
258+ 3.45% |
$8.74K - $9.46K
|
7.74K
$300K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
212+ 0.7% |
$7.18K - $7.78K
|
30.5K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
75+ 6.94% |
$2.54K - $2.75K
|
1.16K
$44.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
65+ 0.91% |
$2.2K - $2.38K
|
7.2K
$279K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
15+ 0.08% |
$508 - $550
|
19.3K
$746K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15- 2.86% |
$508 - $550
|
510
$19.8K
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-79- 1.31% |
$2.67K - $2.9K
|
5.97K
$231K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.46K- 10.13% |
$49.5K - $53.6K
|
13K
$502K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-2.05K- 19.48% |
$69.5K - $75.3K
|
8.48K
$329K
|