Latest Institutional Purchases of Ishares Esg Advanced Msci Em E (EMXF)
This list provides information on the latest institutional transactions involving Ishares Esg Advanced Msci Em E (EMXF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.75K+ 14.33% |
$177K - $197K
|
37.9K
$1.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.59K+ 49.9% |
$96.6K - $107K
|
7.78K
$296K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
2.03K+ 1.8% |
$75.7K - $84.2K
|
115K
$4.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
833+ 2.37% |
$31K - $34.5K
|
35.9K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
774+ 7.96% |
$28.8K - $32.1K
|
10.5K
$399K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
342+ 5.32% |
$12.7K - $14.2K
|
6.77K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
204+ 2.98% |
$7.6K - $8.46K
|
7.06K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50New |
$1.86K - $2.07K
|
50
$1.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
43.9K+ 166.57% |
$1.55M - $1.81M
|
70.3K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
22.4K+ 20.91% |
$790K - $921K
|
129K
$4.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
10K+ 13.02% |
$353K - $412K
|
86.9K
$3.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.57K+ 26.41% |
$302K - $353K
|
41K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.47K+ 6.5% |
$123K - $143K
|
56.9K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3.14K+ 10.24% |
$111K - $129K
|
33.8K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
2.26KNew |
$79.8K - $93.1K
|
2.26K
$86.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.59K+ 1.76% |
$56.1K - $65.4K
|
91.8K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.36K+ 20.43% |
$48K - $56K
|
8.02K
$305K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18+ 0.16% |
$635 - $741
|
11.2K
$428K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12+ 0.19% |
$423 - $494
|
6.41K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.93K+ 28.96% |
$97.7K - $106K
|
13K
$496K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.17KNew |
$72.4K - $78.5K
|
2.17K
$82.5K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
24+ 0.28% |
$802 - $869
|
8.5K
$323K
|
|
| Q4 2023 | |||||||
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
2.21KNew |
$72.3K - $78.6K
|
2.21K
$84.1K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
23.3KNew |
$787K - $883K
|
23.3K
$888K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$631K - $707K
|
18.7K
$712K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
5.98KNew |
$202K - $226K
|
5.98K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
120New |
$4.05K - $4.54K
|
120
$4.57K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
75+ 6.94% |
$2.54K - $2.75K
|
1.16K
$44K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
227New |
$7.51K - $8.72K
|
227
$8.64K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
68New |
$2.09K - $2.45K
|
68
$2.59K
|
|
| Q3 2022 | |||||||
|
Oct 05, 2022
Q3 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
28KNew |
$885K - $1.05M
|
28K
$1.06M
|
|
| Q1 2022 | |||||||
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
256New |
$9.59K - $11.3K
|
256
$9.74K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
950New |
$39.6K - $43K
|
950
$36.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
605New |
$25.2K - $27.4K
|
605
$23K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
452New |
$18.8K - $20.4K
|
452
$17.2K
|
|
| Q1 2021 | |||||||
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
62New |
$2.62K - $2.92K
|
62
$2.36K
|
|