Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
61.7K+ 135.9% |
$2.12M - $2.35M
|
107K
$4.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
33.6K+ 77.44% |
$1.15M - $1.28M
|
76.9K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
14.1KNew |
$483K - $535K
|
14.1K
$533K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
6.66KNew |
$229K - $254K
|
6.66K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
5.61K+ 20.92% |
$193K - $214K
|
32.4K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.45K+ 6.91% |
$119K - $131K
|
53.5K
$2.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.13K+ 24.13% |
$73.2K - $81.2K
|
11K
$416K
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.96K+ 1.79% |
$67.3K - $74.7K
|
111K
$4.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.67K+ 4.95% |
$57.2K - $63.4K
|
35.4K
$1.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.59K+ 7.93% |
$54.6K - $60.6K
|
21.7K
$820K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
449+ 5.8% |
$15.4K - $17.1K
|
8.19K
$310K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
347+ 3.19% |
$11.9K - $13.2K
|
11.2K
$425K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
184+ 0.6% |
$6.31K - $7K
|
30.7K
$1.16M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$34.3 - $38.1
|
0
$0
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
SELL
|
- |
-9- 0.1% |
$309 - $343
|
9.3K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-22- 21.78% |
$755 - $838
|
79
$2.99K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24- 0.28% |
$824 - $914
|
8.47K
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-87- 1.29% |
$2.99K - $3.31K
|
6.66K
$252K
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-115- 1.76% |
$3.95K - $4.38K
|
6.42K
$243K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-203- 3.07% |
$6.97K - $7.73K
|
6.4K
$243K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-509- 0.56% |
$17.5K - $19.4K
|
90.2K
$3.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-972- 11.34% |
$33.4K - $37K
|
7.6K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.44K- 12.3% |
$49.3K - $54.7K
|
10.2K
$388K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.82K- 80.83% |
$131K - $145K
|
906
$34.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.94K- 55.41% |
$341K - $379K
|
8K
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.1K- 45.55% |
$585K - $649K
|
20.4K
$772K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-86.4K- 53.02% |
$2.97M - $3.29M
|
76.6K
$2.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-100K- 79.13% |
$3.43M - $3.81M
|
26.4K
$999K
|