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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
21.8K+ 55.28% |
$746K - $936K
|
61.3K
$2.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
19.6K+ 11.51% |
$670K - $841K
|
190K
$8.28M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.8KNew |
$575K - $722K
|
16.8K
$733K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
11.2KNew |
$384K - $482K
|
11.2K
$489K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
7.24K+ 13.05% |
$247K - $310K
|
62.7K
$2.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.06KNew |
$241K - $303K
|
7.06K
$307K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
6.45K+ 6.23% |
$220K - $277K
|
110K
$4.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
5.08KNew |
$174K - $218K
|
5.08K
$221K
|
|
|
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
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.09K+ 20.32% |
$71.2K - $89.4K
|
12.3K
$538K
|
|
|
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
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.34K+ 12.7% |
$45.9K - $57.6K
|
11.9K
$519K
|
|
|
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
|
Ubs Group Ag
|
BUY
|
- |
791New |
$27K - $33.9K
|
791
$34.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
302+ 2.71% |
$10.3K - $12.9K
|
11.5K
$499K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
102+ 0.95% |
$3.49K - $4.37K
|
10.9K
$473K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
29+ 0.09% |
$991 - $1.24K
|
33.9K
$1.48M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24New |
$820 - $1.03K
|
24
$1.05K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
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 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
534+ 7.52% |
$19.5K - $21.1K
|
7.64K
$333K
|
|
| Q4 2024 | |||||||
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
BUY
|
- |
7.37KNew |
$275K - $306K
|
7.37K
$321K
|
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
2.04KNew |
$76.2K - $84.7K
|
2.04K
$89K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
342+ 5.32% |
$12.7K - $14.2K
|
6.77K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50New |
$1.86K - $2.07K
|
50
$2.18K
|
|
|
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
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
2.26KNew |
$79.8K - $93.1K
|
2.26K
$98.5K
|
|
| Q2 2024 | |||||||
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
520New |
$17.8K - $19.8K
|
520
$22.6K
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.93K+ 28.96% |
$97.7K - $106K
|
13K
$567K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.17KNew |
$72.4K - $78.5K
|
2.17K
$94.4K
|
|
| Q4 2023 | |||||||
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
2.21KNew |
$72.3K - $78.6K
|
2.21K
$96.2K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$631K - $707K
|
18.7K
$814K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
120New |
$4.05K - $4.54K
|
120
$5.23K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
75+ 6.94% |
$2.54K - $2.75K
|
1.16K
$50.3K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
68New |
$2.09K - $2.45K
|
68
$2.96K
|
|
| Q3 2022 | |||||||
|
Oct 05, 2022
Q3 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
28KNew |
$885K - $1.05M
|
28K
$1.22M
|
|
| Q1 2022 | |||||||
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
256New |
$9.59K - $11.3K
|
256
$11.1K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
950New |
$39.6K - $43K
|
950
$41.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
605New |
$25.2K - $27.4K
|
605
$26.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
452New |
$18.8K - $20.4K
|
452
$19.7K
|
|
| Q1 2021 | |||||||
|
May 04, 2021
Q1 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
62New |
$2.62K - $2.92K
|
62
$2.7K
|
|