Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
85.4K+ 89.46% |
$3.63M - $4.16M
|
181K
$8.49M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.6K+ 13.38% |
$920K - $1.05M
|
183K
$8.6M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
12.2K+ 234.33% |
$519K - $594K
|
17.4K
$817K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.02K+ 35.48% |
$341K - $391K
|
30.6K
$1.44M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.86KNew |
$334K - $383K
|
7.86K
$369K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
7.16K+ 91.48% |
$305K - $349K
|
15K
$704K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3K+ 7.05% |
$128K - $146K
|
45.5K
$2.14M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.45K+ 49.95% |
$104K - $120K
|
7.36K
$346K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
2.11K+ 8.11% |
$89.7K - $103K
|
28.1K
$1.32M
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.53K+ 29.92% |
$65.1K - $74.6K
|
6.64K
$312K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.47K+ 10.41% |
$62.5K - $71.6K
|
15.6K
$731K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.45K+ 8.92% |
$61.8K - $70.8K
|
17.7K
$833K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.18K+ 8.27% |
$50.1K - $57.4K
|
15.4K
$724K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.06K+ 14.26% |
$45K - $51.5K
|
8.47K
$398K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
935+ 13.5% |
$39.8K - $45.6K
|
7.86K
$369K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
590+ 19.31% |
$25.1K - $28.8K
|
3.65K
$171K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
542+ 13.76% |
$23.1K - $26.4K
|
4.48K
$211K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
377+ 2.15% |
$16K - $18.4K
|
17.9K
$843K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
330+ 7.24% |
$14K - $16.1K
|
4.89K
$230K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
290+ 118.37% |
$12.3K - $14.1K
|
535
$25.1K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
118New |
$5.02K - $5.75K
|
118
$5.54K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
101+ 5.13% |
$4.3K - $4.92K
|
2.07K
$97.1K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36New |
$1.53K - $1.75K
|
36
$1.69K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
7+ 5.22% |
$298 - $341
|
141
$6.62K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$42.6 - $48.7
|
2.99K
$140K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-18- 1.55% |
$766 - $877
|
1.14K
$53.6K
|
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-171- 2.72% |
$7.28K - $8.33K
|
6.12K
$288K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-400- 8.62% |
$17K - $19.5K
|
4.24K
$199K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-742- 17.99% |
$31.6K - $36.2K
|
3.38K
$159K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4K- 55.25% |
$170K - $195K
|
3.24K
$152K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.69K- 34.36% |
$242K - $278K
|
10.9K
$511K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.7K- 62.48% |
$627K - $719K
|
8.85K
$416K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.7K- 77.66% |
$1.73M - $1.99M
|
11.7K
$550K
|