Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
43.9K+ 166.57% |
$1.55M - $1.81M
|
70.3K
$2.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
22.4K+ 20.91% |
$790K - $921K
|
129K
$4.91M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
11.5K+ 53.26% |
$407K - $475K
|
33.2K
$1.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
10K+ 13.02% |
$353K - $412K
|
86.9K
$3.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.57K+ 26.41% |
$302K - $353K
|
41K
$1.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.19KNew |
$183K - $214K
|
5.19K
$197K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
3.47K+ 6.5% |
$123K - $143K
|
56.9K
$2.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3.14K+ 10.24% |
$111K - $129K
|
33.8K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
2.26KNew |
$79.8K - $93.1K
|
2.26K
$85.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.87K+ 1.68% |
$66.1K - $77.1K
|
113K
$4.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
1.59K+ 1.76% |
$56.1K - $65.4K
|
91.8K
$3.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.36K+ 20.43% |
$48K - $56K
|
8.02K
$304K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.11K+ 14.6% |
$39.2K - $45.7K
|
8.71K
$330K
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
546+ 8.66% |
$19.3K - $22.5K
|
6.85K
$260K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
419+ 4.51% |
$14.8K - $17.2K
|
9.72K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
204New |
$7.2K - $8.4K
|
204
$7.73K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
18+ 0.16% |
$635 - $741
|
11.2K
$426K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12+ 0.19% |
$423 - $494
|
6.41K
$243K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-206- 2.52% |
$7.27K - $8.48K
|
7.98K
$302K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-278- 0.79% |
$9.81K - $11.4K
|
35.1K
$1.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-513- 4.67% |
$18.1K - $21.1K
|
10.5K
$397K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-691- 4.91% |
$24.4K - $28.4K
|
13.4K
$507K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-987- 9.64% |
$34.8K - $40.6K
|
9.26K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.51K- 12.3% |
$88.4K - $103K
|
17.9K
$677K
|