Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
150KNew |
$6.51M - $6.95M
|
150K
$6.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
64.3K+ 35.11% |
$2.79M - $2.98M
|
248K
$11.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
50.3KNew |
$2.19M - $2.33M
|
50.3K
$2.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
44.2KNew |
$1.92M - $2.05M
|
44.2K
$2.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.2K+ 17.23% |
$921K - $983K
|
144K
$6.73M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
12.4K+ 237.85% |
$537K - $574K
|
17.6K
$820K
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
8.93KNew |
$388K - $414K
|
8.93K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.76K+ 43.75% |
$337K - $360K
|
25.5K
$1.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.19K+ 97.66% |
$312K - $333K
|
14.6K
$679K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.05K+ 23.0% |
$306K - $327K
|
37.7K
$1.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.35KNew |
$276K - $295K
|
6.35K
$296K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.91KNew |
$257K - $274K
|
5.91K
$276K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5.62KNew |
$244K - $261K
|
5.62K
$262K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.56K+ 101.72% |
$198K - $211K
|
9.04K
$422K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.33K+ 28.11% |
$188K - $201K
|
19.8K
$921K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.23K+ 9.28% |
$183K - $196K
|
49.8K
$2.32M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.96K+ 29.49% |
$85.1K - $90.8K
|
8.6K
$401K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.16K+ 7.73% |
$50.3K - $53.7K
|
16.2K
$753K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
959+ 11.33% |
$41.6K - $44.5K
|
9.43K
$440K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
890+ 4.96% |
$38.6K - $41.3K
|
18.8K
$879K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
525+ 14.4% |
$22.8K - $24.3K
|
4.17K
$195K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
475+ 11.2% |
$20.6K - $22K
|
4.72K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
259+ 8.0% |
$11.2K - $12K
|
3.5K
$163K
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
171+ 2.79% |
$7.42K - $7.93K
|
6.3K
$294K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
107+ 0.69% |
$4.65K - $4.96K
|
15.7K
$731K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 41.67% |
$651 - $696
|
51
$2.38K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
15+ 41.67% |
$651 - $696
|
51
$2.38K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
11+ 7.8% |
$478 - $510
|
152
$7.09K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3+ 0.04% |
$130 - $139
|
7.86K
$367K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-115- 3.4% |
$4.99K - $5.33K
|
3.27K
$152K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-147- 27.48% |
$6.38K - $6.82K
|
388
$18.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-644- 13.17% |
$28K - $29.9K
|
4.25K
$198K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-656- 5.85% |
$28.5K - $30.4K
|
10.6K
$493K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-670- 2.38% |
$29.1K - $31.1K
|
27.4K
$1.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-790- 38.2% |
$34.3K - $36.6K
|
1.28K
$59.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.27K- 39.22% |
$185K - $198K
|
6.61K
$308K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.01K- 59.77% |
$304K - $325K
|
4.71K
$220K
|