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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
21.8K+ 55.28% |
$746K - $936K
|
61.3K
$2.69M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
102+ 0.95% |
$3.49K - $4.37K
|
10.9K
$477K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.06KNew |
$241K - $303K
|
7.06K
$310K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24New |
$820 - $1.03K
|
24
$1.05K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
5.08KNew |
$174K - $218K
|
5.08K
$223K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5- 0.85% |
$171 - $214
|
582
$25.6K
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-28- 39.44% |
$1.02K - $1.1K
|
43
$1.89K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.4KNew |
$598K - $648K
|
16.4K
$721K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
17.2KNew |
$626K - $678K
|
17.2K
$755K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.55K- 12.4% |
$56.4K - $61.1K
|
10.9K
$480K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.18KNew |
$298K - $323K
|
8.18K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
534+ 7.52% |
$19.5K - $21.1K
|
7.64K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.32K+ 109.72% |
$340K - $368K
|
17.8K
$783K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-52.3K- 98.8% |
$1.91M - $2.07M
|
637
$28K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.26K+ 13.57% |
$46K - $49.8K
|
10.6K
$465K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
140New |
$5.1K - $5.52K
|
140
$6.15K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.88KNew |
$251K - $271K
|
6.88K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
470+ 4.4% |
$17.1K - $18.5K
|
11.2K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.25K+ 14.86% |
$45.4K - $49.2K
|
9.63K
$423K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
25.6K+ 17.71% |
$935K - $1.01M
|
170K
$7.49M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.75KNew |
$63.8K - $69.1K
|
1.75K
$76.9K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
6.66KNew |
$243K - $263K
|
6.66K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.22K- 3.85% |
$80.9K - $87.6K
|
55.5K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 3.36% |
$3.65K - $3.95K
|
2.88K
$126K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-5.95K- 9.43% |
$217K - $235K
|
57.2K
$2.51M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-33- 0.38% |
$1.2K - $1.3K
|
8.61K
$378K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
16+ 0.05% |
$583 - $631
|
33.9K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.35K- 21.03% |
$122K - $132K
|
12.6K
$552K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
101+ 1.37% |
$3.68K - $3.99K
|
7.45K
$327K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.04% |
$72.9 - $78.9
|
4.96K
$218K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
12.8K+ 14.15% |
$468K - $507K
|
104K
$4.55M
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-2.4K- 2.09% |
$87.6K - $94.8K
|
113K
$4.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.33K- 17.02% |
$48.3K - $52.3K
|
6.46K
$284K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-361- 3.4% |
$13.2K - $14.2K
|
10.3K
$451K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
747+ 2.08% |
$27.2K - $29.5K
|
36.7K
$1.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-55- 24.23% |
$2.01K - $2.17K
|
172
$7.56K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.3K- 64.2% |
$48.5K - $53.9K
|
725
$31.9K
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
BUY
|
- |
7.37KNew |
$275K - $306K
|
7.37K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-475- 2.04% |
$17.7K - $19.7K
|
22.9K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$37.3 - $41.5
|
1
$43.9
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
388New |
$14.5K - $16.1K
|
388
$17K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$37.3 - $41.5
|
1
$43.9
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$37.3 - $41.5
|
1
$43.9
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50New |
$1.86K - $2.07K
|
50
$2.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-110- 1.65% |
$4.1K - $4.56K
|
6.55K
$288K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5- 2.45% |
$186 - $207
|
199
$8.74K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
342+ 5.32% |
$12.7K - $14.2K
|
6.77K
$297K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
43.9K+ 166.57% |
$1.55M - $1.81M
|
70.3K
$3.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
2.26KNew |
$79.8K - $93.1K
|
2.26K
$99.4K
|
|