Purchases and Sales Made in Q1 2025 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 2025. 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 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.3K+ 12.69% |
$457K - $518K
|
91.4K
$4.64M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
7.31KNew |
$325K - $368K
|
7.31K
$371K
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.46K+ 19.68% |
$154K - $174K
|
21K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.66K+ 25.1% |
$118K - $134K
|
13.3K
$672K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.94K+ 120.84% |
$86K - $97.4K
|
3.54K
$180K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.61K+ 10.76% |
$71.5K - $81K
|
16.6K
$840K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
979+ 18.68% |
$43.5K - $49.2K
|
6.22K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
849New |
$37.7K - $42.7K
|
849
$43.1K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
835+ 15.37% |
$37.1K - $42K
|
6.27K
$318K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
326New |
$14.5K - $16.4K
|
326
$16.5K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
215New |
$9.54K - $10.8K
|
215
$10.9K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
106+ 353.33% |
$4.71K - $5.33K
|
136
$6.9K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
97New |
$4.31K - $4.88K
|
97
$4.92K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
50+ 36.76% |
$2.22K - $2.51K
|
186
$9.43K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-5- 0.36% |
$222 - $251
|
1.38K
$69.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22- 2.27% |
$977 - $1.11K
|
947
$48K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-24- 2.69% |
$1.07K - $1.21K
|
868
$44K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29- 0.49% |
$1.29K - $1.46K
|
5.94K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-150- 1.74% |
$6.66K - $7.54K
|
8.49K
$431K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-200- 1.97% |
$8.88K - $10.1K
|
9.97K
$506K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-499- 2.85% |
$22.2K - $25.1K
|
17K
$864K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.18K- 10.36% |
$52.2K - $59.1K
|
10.2K
$516K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.21K- 22.24% |
$97.9K - $111K
|
7.71K
$391K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.63K- 15.25% |
$161K - $182K
|
20.1K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.16K- 31.84% |
$318K - $360K
|
15.3K
$778K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-37.2K- 57.1% |
$1.65M - $1.87M
|
27.9K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38.2K- 46.85% |
$1.69M - $1.92M
|
43.3K
$2.2M
|