Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
94.5KNew |
$3.19M - $3.57M
|
94.5K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
23.3KNew |
$787K - $883K
|
23.3K
$884K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$631K - $707K
|
18.7K
$708K
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
11.6K+ 85.4% |
$391K - $439K
|
25.2K
$955K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
8.5KNew |
$287K - $321K
|
8.5K
$322K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.83KNew |
$230K - $258K
|
6.83K
$259K
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6.31KNew |
$213K - $239K
|
6.31K
$239K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
5.98KNew |
$202K - $226K
|
5.98K
$227K
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4.2K+ 35.99% |
$142K - $159K
|
15.9K
$601K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.29K+ 29.6% |
$77.3K - $86.7K
|
10K
$380K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
869+ 2.99% |
$29.3K - $32.9K
|
29.9K
$1.13M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
825+ 14.1% |
$27.8K - $31.2K
|
6.68K
$253K
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
192+ 3.28% |
$6.48K - $7.26K
|
6.05K
$229K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
BUY
|
- |
173+ 1.69% |
$5.84K - $6.54K
|
10.4K
$394K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
125+ 24.51% |
$4.22K - $4.73K
|
635
$24.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
120New |
$4.05K - $4.54K
|
120
$4.55K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
102New |
$3.44K - $3.86K
|
102
$3.86K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
89+ 1.13% |
$3K - $3.37K
|
7.96K
$302K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.2K- 16.7% |
$40.6K - $45.5K
|
6K
$227K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-2.08K- 16.06% |
$70.2K - $78.8K
|
10.9K
$412K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
SELL
|
- |
-2.33K- 27.41% |
$78.4K - $88K
|
6.16K
$233K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-9.78K- 22.49% |
$330K - $370K
|
33.7K
$1.28M
|