Purchases and Sales Made in Q4 2022 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 2022. 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 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
161K+ 23214.57% |
$6.31M - $7.46M
|
162K
$7.59M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
49.4K+ 67.05% |
$1.94M - $2.29M
|
123K
$5.78M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
44.5K+ 561.78% |
$1.75M - $2.06M
|
52.5K
$2.46M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.6KNew |
$689K - $815K
|
17.6K
$825K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.6K+ 223.09% |
$612K - $724K
|
22.6K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.3KNew |
$441K - $522K
|
11.3K
$529K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.2KNew |
$440K - $520K
|
11.2K
$527K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
7.83KNew |
$307K - $363K
|
7.83K
$368K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.11KNew |
$279K - $330K
|
7.11K
$334K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.71KNew |
$224K - $265K
|
5.71K
$268K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.94KNew |
$155K - $183K
|
3.94K
$185K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.55KNew |
$100K - $118K
|
2.55K
$120K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.99K+ 16.28% |
$78.2K - $92.4K
|
14.2K
$669K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.9K+ 37.89% |
$74.6K - $88.2K
|
6.93K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.66KNew |
$64.9K - $76.7K
|
1.66K
$77.7K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.21K+ 6.8% |
$47.5K - $56.2K
|
19K
$894K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
919+ 26.82% |
$36K - $42.6K
|
4.35K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
318New |
$12.5K - $14.7K
|
318
$14.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
97+ 65.54% |
$3.8K - $4.5K
|
245
$11.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
62+ 2.12% |
$2.43K - $2.87K
|
2.99K
$140K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36New |
$1.41K - $1.67K
|
36
$1.69K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
29+ 27.62% |
$1.14K - $1.34K
|
134
$6.29K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-31- 13.42% |
$1.22K - $1.44K
|
200
$9.39K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-50- 1.61% |
$1.96K - $2.32K
|
3.06K
$143K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-126- 67.74% |
$4.94K - $5.84K
|
60
$2.82K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-311- 21.14% |
$12.2K - $14.4K
|
1.16K
$54.5K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-427- 6.52% |
$16.7K - $19.8K
|
6.12K
$288K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-524- 26.32% |
$20.6K - $24.3K
|
1.47K
$68.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-650- 12.29% |
$25.5K - $30.1K
|
4.64K
$218K
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-856- 5.72% |
$33.6K - $39.7K
|
14.1K
$662K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.26K- 19.76% |
$49.4K - $58.4K
|
5.11K
$240K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.32K- 24.25% |
$51.8K - $61.2K
|
4.12K
$194K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.74K- 9.66% |
$68.3K - $80.8K
|
16.3K
$765K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.94K- 29.81% |
$76K - $89.8K
|
4.56K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.53K- 56.21% |
$99K - $117K
|
1.97K
$92.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.65K- 26.8% |
$104K - $123K
|
7.23K
$340K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.98K- 28.66% |
$117K - $138K
|
7.41K
$348K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.6K- 2.81% |
$337K - $399K
|
297K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.4K- 30.6% |
$408K - $482K
|
23.6K
$1.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11K- 29.66% |
$430K - $508K
|
26K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.7K- 25.72% |
$578K - $683K
|
42.5K
$2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-17.8K- 78.41% |
$699K - $827K
|
4.91K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-31.8K- 65.77% |
$1.25M - $1.48M
|
16.6K
$778K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-130K- 86.28% |
$5.11M - $6.05M
|
20.7K
$974K
|