Latest Institutional Transactions on Ishares Msci Frontier And Sele (FM)
This table provides information on the latest institutional transactions involving Ishares Msci Frontier And Sele (FM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-553- 11.74% |
$14.9K - $15.9K
|
4.16K
$115K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.87K+ 16.89% |
$104K - $111K
|
26.8K
$737K
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-29.3K- 50.52% |
$790K - $844K
|
28.7K
$790K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
15+ 20.0% |
$404 - $432
|
90
$2.48K
|
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-11.4K- 15.5% |
$307K - $328K
|
62.2K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
56New |
$1.51K - $1.61K
|
56
$1.54K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 20.0% |
$53.9 - $57.6
|
8
$220
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.09K+ 1.44% |
$29.4K - $31.4K
|
76.8K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-403- 0.65% |
$10.9K - $11.6K
|
61.3K
$1.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
6+ 0.02% |
$162 - $173
|
32.6K
$899K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
272+ 2.27% |
$7.33K - $7.83K
|
12.3K
$337K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-58.7K- 35.99% |
$1.58M - $1.69M
|
104K
$2.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-218- 16.99% |
$5.88K - $6.28K
|
1.07K
$29.3K
|
|
|
Aug 09, 2024
Q2 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-11K- 11.34% |
$296K - $317K
|
86K
$2.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.21K- 25.6% |
$86.5K - $92.4K
|
9.33K
$257K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
441+ 2.27% |
$11.9K - $12.7K
|
19.8K
$546K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.94K- 7.37% |
$133K - $142K
|
62.1K
$1.71M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.78K+ 6.35% |
$102K - $109K
|
63.3K
$1.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
18.4K+ 10.25% |
$496K - $530K
|
198K
$5.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-107- 21.62% |
$2.88K - $3.08K
|
388
$10.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
82New |
$2.21K - $2.36K
|
82
$2.26K
|
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.12K- 8.37% |
$30.3K - $32.4K
|
12.3K
$339K
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
500New |
$13.5K - $14.4K
|
500
$13.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.69K+ 3.83% |
$72.5K - $77.4K
|
72.9K
$2.01M
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
95+ 0.32% |
$2.56K - $2.74K
|
29.4K
$810K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.09KNew |
$28.2K - $31.3K
|
1.09K
$30.1K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.25K- 99.71% |
$212K - $236K
|
24
$661
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-8- 1.14% |
$206 - $229
|
694
$19.1K
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
24.8K+ 43.1% |
$639K - $711K
|
82.4K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-150- 17.65% |
$3.86K - $4.3K
|
700
$19.3K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-47.4K- 43.0% |
$1.22M - $1.36M
|
62.8K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
20KNew |
$515K - $573K
|
20K
$551K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.32KNew |
$34K - $37.8K
|
1.32K
$36.4K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-591- 57.16% |
$15.2K - $16.9K
|
443
$12.2K
|
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
7.16KNew |
$184K - $205K
|
7.16K
$197K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.07KNew |
$182K - $203K
|
7.07K
$195K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
479+ 0.6% |
$12.3K - $13.7K
|
79.8K
$2.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
629New |
$16.2K - $18K
|
629
$17.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-52- 1.2% |
$1.34K - $1.49K
|
4.29K
$118K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-916- 11.27% |
$23.6K - $26.2K
|
7.21K
$199K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
4.61K+ 4.16% |
$119K - $132K
|
115K
$3.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
105New |
$2.7K - $3.01K
|
105
$2.89K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4.37KNew |
$113K - $125K
|
4.37K
$120K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-3.66K- 4.53% |
$94.2K - $105K
|
77.2K
$2.12M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.83K+ 2.02% |
$44.8K - $49.1K
|
92.3K
$2.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3KNew |
$73.5K - $80.6K
|
3K
$82.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22K+ 70.18% |
$540K - $592K
|
53.4K
$1.47M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 1.69% |
$98.2 - $108
|
241
$6.64K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
59New |
$1.45K - $1.59K
|
59
$1.62K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$278K - $307K
|
10.9K
$299K
|
|