Purchases and Sales Made in Q3 2024 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 Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
16.5KNew |
$720K - $843K
|
16.5K
$775K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.7K+ 19.8% |
$293K - $342K
|
40.6K
$1.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.18KNew |
$183K - $214K
|
4.18K
$196K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.15K+ 3.04% |
$93.6K - $110K
|
72.7K
$3.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
728+ 0.86% |
$31.8K - $37.2K
|
85K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
501+ 357.86% |
$21.9K - $25.6K
|
641
$30.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
451New |
$19.7K - $23K
|
451
$21.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
405+ 7.38% |
$17.7K - $20.7K
|
5.89K
$277K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
212+ 2.74% |
$9.25K - $10.8K
|
7.94K
$373K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
175+ 3.36% |
$7.64K - $8.94K
|
5.38K
$253K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
141+ 3.05% |
$6.15K - $7.2K
|
4.77K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
61+ 0.3% |
$2.66K - $3.12K
|
20.3K
$953K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18+ 1.14% |
$786 - $920
|
1.6K
$75.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-110- 3.05% |
$4.8K - $5.62K
|
3.5K
$164K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-159- 1.55% |
$6.94K - $8.12K
|
10.1K
$474K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-216- 18.23% |
$9.43K - $11K
|
969
$45.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-272- 23.37% |
$11.9K - $13.9K
|
892
$41.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-350- 4.05% |
$15.3K - $17.9K
|
8.29K
$389K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.27K- 66.02% |
$55.3K - $64.7K
|
652
$30.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.36K- 9.97% |
$103K - $120K
|
21.3K
$999K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.64K- 13.29% |
$115K - $135K
|
17.2K
$809K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.67K- 14.42% |
$247K - $290K
|
33.6K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.78K- 25.48% |
$340K - $397K
|
22.7K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.7K- 53.46% |
$728K - $852K
|
14.5K
$682K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-87.4K- 91.66% |
$3.82M - $4.47M
|
7.96K
$374K
|