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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-723- 86.69% |
$19.6K - $20K
|
111
$3.02K
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
47+ 1.83% |
$1.27K - $1.3K
|
2.61K
$71K
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
30.5KNew |
$827K - $845K
|
30.5K
$829K
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1.84K+ 1.66% |
$50K - $51.1K
|
113K
$3.07M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.54K+ 27.94% |
$123K - $126K
|
20.8K
$565K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-500Closed |
$13.6K - $13.9K
|
0
$0
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.27K- 8.8% |
$61.5K - $62.9K
|
23.5K
$640K
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.67K+ 11.98% |
$72.5K - $74K
|
25K
$679K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.64K+ 10.66% |
$44.4K - $45.4K
|
17K
$463K
|
|
Q3 2024 | |||||||
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-109KClosed |
$2.99M - $3.04M
|
0
$0
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
40.9KNew |
$1.12M - $1.14M
|
40.9K
$1.11M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
76New |
$2.08K - $2.12K
|
76
$2.07K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
56.8KNew |
$1.55M - $1.58M
|
56.8K
$1.54M
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-3.65K- 32.44% |
$99.8K - $102K
|
7.6K
$207K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$2.74K - $2.79K
|
100
$2.72K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-266- 1.28% |
$7.28K - $7.41K
|
20.5K
$559K
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
47.1KNew |
$1.29M - $1.31M
|
47.1K
$1.28M
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
125New |
$3.42K - $3.48K
|
125
$3.4K
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
6New |
$164 - $167
|
6
$163
|
|
Oct 29, 2024
Q3 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-28- 2.87% |
$766 - $780
|
948
$25.8K
|
|
Oct 22, 2024
Q3 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-439- 48.83% |
$12K - $12.2K
|
460
$12.5K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-550- 4.89% |
$15K - $15.3K
|
10.7K
$291K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10.3K+ 19.93% |
$281K - $286K
|
61.8K
$1.68M
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
11K+ 41.34% |
$300K - $306K
|
37.6K
$1.02M
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-6.32K- 86.41% |
$173K - $176K
|
994
$27K
|
|
Q2 2024 | |||||||
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
876New |
$23.6K - $25.2K
|
876
$23.8K
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
33.2KNew |
$896K - $957K
|
33.2K
$904K
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-29.3K- 50.52% |
$790K - $844K
|
28.7K
$780K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
15+ 20.0% |
$404 - $432
|
90
$2.45K
|
|
Aug 14, 2024
Q2 2024
|
Millburn Ridgefield Corp
|
SELL
|
- |
-11.4K- 15.5% |
$307K - $328K
|
62.2K
$1.69M
|
|
Aug 12, 2024
Q2 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
6+ 0.02% |
$162 - $173
|
32.6K
$888K
|
|
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
$2.84M
|
|
Aug 09, 2024
Q2 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-11K- 11.34% |
$296K - $317K
|
86K
$2.34M
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
441+ 2.27% |
$11.9K - $12.7K
|
19.8K
$540K
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-3.21K- 25.6% |
$86.5K - $92.4K
|
9.33K
$254K
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.94K- 7.37% |
$133K - $142K
|
62.1K
$1.69M
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.78K+ 6.35% |
$102K - $109K
|
63.3K
$1.72M
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
18.4K+ 10.25% |
$496K - $530K
|
198K
$5.39M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
82New |
$2.21K - $2.36K
|
82
$2.23K
|
|
Jul 17, 2024
Q2 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.12K- 8.37% |
$30.3K - $32.4K
|
12.3K
$335K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.69K+ 3.83% |
$72.5K - $77.4K
|
72.9K
$1.98M
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
95+ 0.32% |
$2.56K - $2.74K
|
29.4K
$800K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.09KNew |
$28.2K - $31.3K
|
1.09K
$29.7K
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
24.8K+ 43.1% |
$639K - $711K
|
82.4K
$2.24M
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
SELL
|
- |
-150- 17.65% |
$3.86K - $4.3K
|
700
$19K
|
|
May 13, 2024
Q1 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
20KNew |
$515K - $573K
|
20K
$544K
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-47.4K- 43.0% |
$1.22M - $1.36M
|
62.8K
$1.71M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-591- 57.16% |
$15.2K - $16.9K
|
443
$12K
|
|
May 08, 2024
Q1 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
7.16KNew |
$184K - $205K
|
7.16K
$195K
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.07KNew |
$182K - $203K
|
7.07K
$192K
|