Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
101KNew |
$3.3M - $3.59M
|
101K
$3.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
94.8KNew |
$3.1M - $3.37M
|
94.8K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
56.9KNew |
$1.86M - $2.02M
|
56.9K
$2.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
48.9KNew |
$1.6M - $1.74M
|
48.9K
$1.85M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
29.2KNew |
$956K - $1.04M
|
29.2K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.2KNew |
$794K - $862K
|
24.2K
$919K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
8.82K+ 26.18% |
$289K - $314K
|
42.5K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.01K+ 1260.63% |
$262K - $285K
|
8.64K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.42KNew |
$210K - $228K
|
6.42K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
5.71KNew |
$187K - $203K
|
5.71K
$217K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.43K+ 51.31% |
$112K - $122K
|
10.1K
$383K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3K+ 10.02% |
$98.1K - $107K
|
32.9K
$1.25M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
2.27K+ 36.9% |
$74.4K - $80.8K
|
8.43K
$319K
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
2.21KNew |
$72.3K - $78.6K
|
2.21K
$83.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.51K+ 15.06% |
$49.5K - $53.7K
|
11.5K
$437K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
763+ 9.58% |
$25K - $27.1K
|
8.73K
$331K
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
65+ 0.41% |
$2.13K - $2.31K
|
15.9K
$604K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$32.8 - $35.6
|
1
$37.9
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$32.8 - $35.6
|
30.5K
$1.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-195- 2.85% |
$6.39K - $6.93K
|
6.64K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-237- 3.95% |
$7.76K - $8.43K
|
5.76K
$218K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-296- 2.17% |
$9.69K - $10.5K
|
13.4K
$506K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-460- 4.42% |
$15.1K - $16.4K
|
9.95K
$377K
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.3K- 8.01% |
$42.4K - $46.1K
|
14.9K
$563K
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-1.65K- 6.54% |
$54K - $58.6K
|
23.5K
$892K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-5.97KClosed |
$196K - $212K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-7.09K- 36.79% |
$232K - $252K
|
12.2K
$462K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-8.38K- 7.67% |
$275K - $298K
|
101K
$3.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-9.37K- 86.06% |
$307K - $333K
|
1.52K
$57.5K
|