Latest Institutional Transactions on Ishares Esg Advanced Msci Em E (EMXF)
This table provides information on the latest institutional transactions involving Ishares Esg Advanced Msci Em E (EMXF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
791New |
$27K - $33.9K
|
791
$34.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
11.2KNew |
$384K - $482K
|
11.2K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-607- 95.29% |
$20.7K - $26K
|
30
$1.31K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
302+ 2.71% |
$10.3K - $12.9K
|
11.5K
$499K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19.6K+ 11.51% |
$670K - $841K
|
190K
$8.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-490- 5.99% |
$16.7K - $21K
|
7.69K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$34.2 - $42.9
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-320- 4.3% |
$10.9K - $13.7K
|
7.13K
$310K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.11K+ 795.71% |
$38.1K - $47.8K
|
1.25K
$54.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.23K- 49.56% |
$213K - $267K
|
6.34K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.7K- 37.62% |
$229K - $287K
|
11.1K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-11.1K- 19.48% |
$381K - $478K
|
46.1K
$2.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.34K+ 12.7% |
$45.9K - $57.6K
|
11.9K
$519K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-4- 0.08% |
$137 - $172
|
4.95K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.55K+ 16.06% |
$52.8K - $66.3K
|
11.2K
$487K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.98K+ 43.34% |
$102K - $128K
|
9.86K
$429K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.67K+ 15.57% |
$91.4K - $115K
|
19.9K
$865K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-534- 26.37% |
$18.2K - $22.9K
|
1.49K
$64.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.17K- 10.7% |
$40K - $50.2K
|
9.76K
$425K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
29+ 0.09% |
$991 - $1.24K
|
33.9K
$1.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-30- 0.18% |
$1.03K - $1.29K
|
16.4K
$713K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
6.45K+ 6.23% |
$220K - $277K
|
110K
$4.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
7.24K+ 13.05% |
$247K - $310K
|
62.7K
$2.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.9K- 10.64% |
$133K - $167K
|
32.8K
$1.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.09K+ 20.32% |
$71.2K - $89.4K
|
12.3K
$538K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-263- 4.07% |
$8.99K - $11.3K
|
6.2K
$270K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.8KNew |
$575K - $722K
|
16.8K
$733K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
21.8K+ 55.28% |
$746K - $936K
|
61.3K
$2.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
102+ 0.95% |
$3.49K - $4.37K
|
10.9K
$473K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.06KNew |
$241K - $303K
|
7.06K
$307K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24New |
$820 - $1.03K
|
24
$1.05K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5- 0.85% |
$171 - $214
|
582
$25.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
5.08KNew |
$174K - $218K
|
5.08K
$221K
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-28- 39.44% |
$1.02K - $1.1K
|
43
$1.87K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
534+ 7.52% |
$19.5K - $21.1K
|
7.64K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
6.66KNew |
$243K - $263K
|
6.66K
$290K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.75KNew |
$63.8K - $69.1K
|
1.75K
$76.2K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 3.36% |
$3.65K - $3.95K
|
2.88K
$125K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-33- 0.38% |
$1.2K - $1.3K
|
8.61K
$375K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-2.4K- 2.09% |
$87.6K - $94.8K
|
113K
$4.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-55- 24.23% |
$2.01K - $2.17K
|
172
$7.49K
|
|
| Q4 2024 | |||||||
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
2.04KNew |
$76.2K - $84.7K
|
2.04K
$89K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
BUY
|
- |
7.37KNew |
$275K - $306K
|
7.37K
$321K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-475- 2.04% |
$17.7K - $19.7K
|
22.9K
$996K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$37.3 - $41.5
|
1
$43.6
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$37.3 - $41.5
|
1
$43.6
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50New |
$1.86K - $2.07K
|
50
$2.18K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-110- 1.65% |
$4.1K - $4.56K
|
6.55K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5- 2.45% |
$186 - $207
|
199
$8.67K
|
|