Purchases and Sales Made in Q1 2025 in Ishares Esg Advanced Msci Em E (EMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Em E (EMXF) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES ESG ADVANCED MSCI EM E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
25.6K+ 17.71% |
$935K - $1.01M
|
170K
$7.42M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
17.2KNew |
$626K - $678K
|
17.2K
$748K
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.4KNew |
$598K - $648K
|
16.4K
$715K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
12.8K+ 14.15% |
$468K - $507K
|
104K
$4.51M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.32K+ 109.72% |
$340K - $368K
|
17.8K
$776K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.18KNew |
$298K - $323K
|
8.18K
$356K
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.88KNew |
$251K - $271K
|
6.88K
$299K
|
|
|
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
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.55K+ 4.08% |
$56.5K - $61.1K
|
39.5K
$1.72M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.26K+ 13.57% |
$46K - $49.8K
|
10.6K
$460K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.25K+ 14.86% |
$45.4K - $49.2K
|
9.63K
$419K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.12K+ 123.51% |
$40.8K - $44.2K
|
2.03K
$88.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
747+ 2.08% |
$27.2K - $29.5K
|
36.7K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
534+ 7.52% |
$19.5K - $21.1K
|
7.64K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
470+ 4.4% |
$17.1K - $18.5K
|
11.2K
$486K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
257+ 2.45% |
$9.37K - $10.1K
|
10.8K
$468K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
140New |
$5.1K - $5.52K
|
140
$6.1K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
101+ 1.37% |
$3.68K - $3.99K
|
7.45K
$324K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
45+ 8.3% |
$1.64K - $1.78K
|
587
$25.6K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
16+ 0.05% |
$583 - $631
|
33.9K
$1.47M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2+ 0.04% |
$72.9 - $78.9
|
4.96K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-28- 39.44% |
$1.02K - $1.1K
|
43
$1.87K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-33- 0.38% |
$1.2K - $1.3K
|
8.61K
$375K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-55- 24.23% |
$2.01K - $2.17K
|
172
$7.49K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 3.36% |
$3.65K - $3.95K
|
2.88K
$125K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-361- 3.4% |
$13.2K - $14.2K
|
10.3K
$447K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.33K- 17.02% |
$48.3K - $52.3K
|
6.46K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.55K- 12.4% |
$56.4K - $61.1K
|
10.9K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.22K- 3.85% |
$80.9K - $87.6K
|
55.5K
$2.41M
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-2.4K- 2.09% |
$87.6K - $94.8K
|
113K
$4.91M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.35K- 21.03% |
$122K - $132K
|
12.6K
$547K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-5.95K- 9.43% |
$217K - $235K
|
57.2K
$2.49M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-52.3K- 98.8% |
$1.91M - $2.07M
|
637
$27.7K
|