Purchases and Sales Made in Q1 2022 in Ishares Tr Esg Msci Em Leaders (LDEM)
This table provides information about the institutional ownership of Ishares Tr Esg Msci Em Leaders (LDEM) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR ESG MSCI EM LEADERS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
111KNew |
$5.43M - $6.7M
|
111K
$5.2M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
78.5K+ 67.45% |
$3.85M - $4.75M
|
195K
$9.16M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
41.4K+ 79.73% |
$2.03M - $2.5M
|
93.2K
$4.38M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
30.6K+ 112.76% |
$1.5M - $1.85M
|
57.7K
$2.71M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
27.7KNew |
$1.36M - $1.68M
|
27.7K
$1.3M
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
20.3KNew |
$995K - $1.23M
|
20.3K
$953K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.2K+ 41.01% |
$844K - $1.04M
|
59.1K
$2.78M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.1K+ 3816.15% |
$545K - $672K
|
11.4K
$535K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
11K+ 205.17% |
$541K - $667K
|
16.4K
$771K
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.78K+ 79.79% |
$382K - $470K
|
17.5K
$823K
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
7.15K+ 93.11% |
$351K - $433K
|
14.8K
$697K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.98KNew |
$342K - $422K
|
6.98K
$328K
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
6.96KNew |
$342K - $421K
|
6.96K
$327K
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.25K+ 42.34% |
$307K - $378K
|
21K
$988K
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.68K+ 46.73% |
$279K - $343K
|
17.8K
$837K
|
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
4.17KNew |
$205K - $252K
|
4.17K
$196K
|
|
|
Apr 26, 2022
Q1 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.16KNew |
$204K - $251K
|
4.16K
$195K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.77K+ 84.57% |
$185K - $228K
|
8.23K
$387K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.74KNew |
$184K - $226K
|
3.74K
$176K
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.06K+ 47.71% |
$150K - $185K
|
9.46K
$444K
|
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.64K+ 48.49% |
$129K - $160K
|
8.08K
$379K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.98K+ 137.34% |
$97.1K - $120K
|
3.42K
$161K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 157.12% |
$80.2K - $98.8K
|
2.67K
$126K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.57K+ 43.41% |
$76.9K - $94.8K
|
5.18K
$243K
|
|
|
May 12, 2022
Q1 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.36K+ 57.75% |
$66.7K - $82.3K
|
3.72K
$174K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
995+ 18.54% |
$48.8K - $60.2K
|
6.36K
$299K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
609+ 4.99% |
$29.9K - $36.8K
|
12.8K
$601K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
262+ 38.25% |
$12.9K - $15.8K
|
947
$44.5K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
210New |
$10.3K - $12.7K
|
210
$9.86K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
150+ 5.16% |
$7.36K - $9.07K
|
3.06K
$143K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
74New |
$3.63K - $4.48K
|
74
$3.48K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
63New |
$3.09K - $3.81K
|
63
$2.96K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37+ 0.73% |
$1.82K - $2.24K
|
5.12K
$240K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
9+ 12.68% |
$442 - $544
|
80
$3.76K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-68- 8.24% |
$3.34K - $4.11K
|
757
$35.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-77- 57.46% |
$3.78K - $4.66K
|
57
$2.68K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-134Closed |
$6.58K - $8.11K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-154- 1.18% |
$7.56K - $9.32K
|
12.9K
$606K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-156Closed |
$7.65K - $9.44K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-177- 1.49% |
$8.69K - $10.7K
|
11.7K
$548K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-285- 44.88% |
$14K - $17.2K
|
350
$16.4K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-920Closed |
$45.1K - $55.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.75K- 60.15% |
$184K - $227K
|
2.49K
$117K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.45K- 20.6% |
$219K - $269K
|
17.2K
$806K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.72KClosed |
$281K - $346K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.93K- 48.02% |
$340K - $419K
|
7.51K
$353K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.38K- 18.05% |
$362K - $447K
|
33.5K
$1.57M
|
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-8.72KClosed |
$428K - $527K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.7K- 77.11% |
$622K - $767K
|
3.76K
$177K
|