Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
81.3K+ 231.2% |
$4.62M - $5.21M
|
116K
$5.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
46.9K+ 942.61% |
$2.66M - $3.01M
|
51.9K
$2.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
40.9KNew |
$2.32M - $2.62M
|
40.9K
$1.82M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28.5K+ 338.46% |
$1.62M - $1.83M
|
36.9K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
27.1KNew |
$1.54M - $1.74M
|
27.1K
$1.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24.3K+ 27.84% |
$1.38M - $1.56M
|
112K
$4.98M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.6KNew |
$1.23M - $1.39M
|
21.6K
$964K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.4KNew |
$934K - $1.05M
|
16.4K
$733K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
14.8KNew |
$839K - $947K
|
14.8K
$659K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
14.4KNew |
$820K - $925K
|
14.4K
$644K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
13.8KNew |
$786K - $887K
|
13.8K
$617K
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.41KNew |
$364K - $410K
|
6.41K
$286K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
6.21K+ 22178.57% |
$353K - $398K
|
6.24K
$278K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
5.72KNew |
$325K - $366K
|
5.72K
$255K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.4K+ 124.09% |
$307K - $346K
|
9.75K
$435K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.46KNew |
$253K - $286K
|
4.46K
$199K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.1K+ 50.9% |
$233K - $263K
|
12.1K
$542K
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
4.01K+ 109.4% |
$228K - $257K
|
7.68K
$343K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.72K+ 74.4% |
$211K - $238K
|
8.72K
$389K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.61KNew |
$205K - $231K
|
3.61K
$161K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.91KNew |
$165K - $186K
|
2.91K
$130K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.15K+ 66.86% |
$122K - $138K
|
5.37K
$239K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.92KNew |
$109K - $123K
|
1.92K
$85.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.81K+ 55.58% |
$103K - $116K
|
5.08K
$226K
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.32K+ 127.98% |
$75.1K - $84.7K
|
2.36K
$105K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
956New |
$54.3K - $61.3K
|
956
$42.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
920New |
$52.3K - $59K
|
920
$41K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
685New |
$38.9K - $43.9K
|
685
$30.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
635New |
$36.1K - $40.7K
|
635
$28.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
321+ 63.69% |
$18.2K - $20.6K
|
825
$36.8K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
309+ 2.43% |
$17.6K - $19.8K
|
13.1K
$582K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
291New |
$16.5K - $18.6K
|
291
$13K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
156New |
$8.86K - $10K
|
156
$6.96K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
134New |
$7.61K - $8.59K
|
134
$5.98K
|
|
|
Feb 17, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
84+ 8.79% |
$4.77K - $5.38K
|
1.04K
$46.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-70Closed |
$3.98K - $4.49K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-86- 0.7% |
$4.89K - $5.51K
|
12.2K
$544K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-390- 3.19% |
$22.2K - $25K
|
11.9K
$528K
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.42K- 20.68% |
$80.6K - $90.9K
|
5.44K
$242K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.55K- 92.06% |
$88.2K - $99.5K
|
134
$5.98K
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.46K- 6.91% |
$310K - $350K
|
73.5K
$3.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.83K- 14.01% |
$388K - $438K
|
41.9K
$1.87M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.41KClosed |
$421K - $475K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-13.1MClosed |
$743M - $838M
|
0
$0
|