Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
45.4K+ 585.69% |
$1.85M - $2.02M
|
53.2K
$2.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
31.4K+ 33.32% |
$1.28M - $1.39M
|
126K
$5.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
25.7KNew |
$1.05M - $1.14M
|
25.7K
$1.21M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15.9KNew |
$651K - $708K
|
15.9K
$749K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11K+ 25.25% |
$451K - $490K
|
54.8K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.6KNew |
$392K - $426K
|
9.6K
$451K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.03K+ 110.6% |
$287K - $312K
|
13.4K
$628K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.17KNew |
$211K - $230K
|
5.17K
$243K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
2K+ 37.45% |
$81.6K - $88.8K
|
7.34K
$345K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.5K+ 10.04% |
$61.2K - $66.5K
|
16.4K
$772K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.23K+ 28.91% |
$50.1K - $54.5K
|
5.48K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
701+ 38.5% |
$28.6K - $31.1K
|
2.52K
$118K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
349New |
$14.2K - $15.5K
|
349
$16.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
282+ 1.41% |
$11.5K - $12.5K
|
20.2K
$950K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
74+ 0.36% |
$3.02K - $3.28K
|
20.8K
$975K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
8+ 2.43% |
$326 - $355
|
337
$15.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10- 14.93% |
$408 - $444
|
57
$2.68K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-32- 19.28% |
$1.31K - $1.42K
|
134
$6.29K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-57- 4.48% |
$2.33K - $2.53K
|
1.22K
$57.1K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-80- 7.01% |
$3.26K - $3.55K
|
1.06K
$49.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-133- 46.83% |
$5.43K - $5.9K
|
151
$7.09K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-530- 12.49% |
$21.6K - $23.5K
|
3.72K
$174K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-584- 95.11% |
$23.8K - $25.9K
|
30
$1.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.16K- 72.26% |
$88.1K - $95.8K
|
829
$38.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-2.97K- 29.89% |
$121K - $132K
|
6.98K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.06K- 3.78% |
$125K - $136K
|
77.9K
$3.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.59K- 44.88% |
$187K - $204K
|
5.64K
$265K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-6.03K- 67.11% |
$246K - $268K
|
2.96K
$139K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.51K- 88.0% |
$347K - $378K
|
1.16K
$54.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.4K- 81.1% |
$954K - $1.04M
|
5.45K
$256K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-23.8K- 71.47% |
$971K - $1.06M
|
9.5K
$446K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-27K- 61.48% |
$1.1M - $1.2M
|
16.9K
$793K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-248K- 80.82% |
$10.1M - $11M
|
58.9K
$2.77M
|