Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.9KNew |
$593K - $660K
|
15.9K
$622K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
15.3K+ 11.81% |
$570K - $634K
|
145K
$5.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
12K+ 29.17% |
$446K - $496K
|
53K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7.1KNew |
$265K - $294K
|
7.1K
$278K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4.95KNew |
$185K - $205K
|
4.95K
$194K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.75K+ 14.33% |
$177K - $197K
|
37.9K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
3.91K+ 4.5% |
$146K - $162K
|
90.8K
$3.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.59K+ 49.9% |
$96.6K - $107K
|
7.78K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
2.03K+ 1.8% |
$75.7K - $84.2K
|
115K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
933+ 14.55% |
$34.8K - $38.7K
|
7.35K
$287K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
833+ 2.37% |
$31K - $34.5K
|
35.9K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
774+ 7.96% |
$28.8K - $32.1K
|
10.5K
$410K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
739+ 1.3% |
$27.5K - $30.6K
|
57.7K
$2.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
542New |
$20.2K - $22.5K
|
542
$21.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
388New |
$14.5K - $16.1K
|
388
$15.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
360+ 4.49% |
$13.4K - $14.9K
|
8.38K
$328K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
342+ 5.32% |
$12.7K - $14.2K
|
6.77K
$265K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
204+ 2.98% |
$7.6K - $8.46K
|
7.06K
$276K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
157+ 1.5% |
$5.85K - $6.51K
|
10.6K
$415K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
55+ 0.59% |
$2.05K - $2.28K
|
9.31K
$364K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50New |
$1.86K - $2.07K
|
50
$1.96K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18+ 0.21% |
$671 - $746
|
8.49K
$332K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.01% |
$74.5 - $82.9
|
33.8K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$37.3 - $41.5
|
1
$39.1
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$37.3 - $41.5
|
1
$39.1
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$37.3 - $41.5
|
1
$39.1
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5- 2.45% |
$186 - $207
|
199
$7.78K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-51- 1.68% |
$1.9K - $2.11K
|
2.98K
$116K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-65- 0.75% |
$2.42K - $2.69K
|
8.65K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-110- 1.65% |
$4.1K - $4.56K
|
6.55K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-475- 2.04% |
$17.7K - $19.7K
|
22.9K
$894K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-551- 4.9% |
$20.5K - $22.8K
|
10.7K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-895- 6.69% |
$33.4K - $37.1K
|
12.5K
$488K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-28.6K- 31.18% |
$1.07M - $1.19M
|
63.2K
$2.47M
|