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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
600New |
$15.4K - $17K
|
600
$16.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-500- 89.29% |
$12.8K - $14.1K
|
60
$1.65K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$2.56K - $2.83K
|
100
$2.75K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
CALL |
100New |
$2.56K - $2.83K
|
100
$2.75K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-658- 93.6% |
$16.9K - $18.6K
|
45
$1.24K
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
36.9KNew |
$945K - $1.04M
|
36.9K
$1.02M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-39- 10.1% |
$972 - $1.01K
|
347
$9.56K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.11K+ 1.66% |
$102K - $107K
|
251K
$6.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7+ 1.68% |
$174 - $182
|
423
$11.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
844New |
$21K - $21.9K
|
844
$23.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
20+ 16.67% |
$498 - $519
|
140
$3.86K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.8K+ 6.45% |
$343K - $358K
|
227K
$6.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
7.98K+ 66.47% |
$199K - $207K
|
20K
$550K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
7.8KNew |
$194K - $202K
|
7.8K
$215K
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
239+ 3.03% |
$5.96K - $6.2K
|
8.11K
$223K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
970+ 7.98% |
$24.2K - $25.2K
|
13.1K
$362K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.07K+ 575.68% |
$26K - $28.8K
|
1.25K
$34.4K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25New |
$611 - $676
|
25
$689
|
|
|
May 15, 2023
Q1 2023
|
Decade Renewable Partners LP
Houston, TX |
BUY
|
- |
333KNew |
$8.14M - $9M
|
333K
$9.17M
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
1.04K+ 5.67% |
$25.4K - $28.1K
|
19.4K
$534K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-84- 12.57% |
$2.05K - $2.27K
|
584
$16.1K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-76- 0.64% |
$1.86K - $2.05K
|
11.8K
$326K
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-885- 37.26% |
$21.6K - $23.9K
|
1.49K
$41K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-330- 23.0% |
$8.07K - $8.92K
|
1.11K
$30.4K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1New |
$24.5 - $27
|
1
$27.5
|
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-15K- 50.0% |
$367K - $405K
|
15K
$413K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
18+ 8.65% |
$440 - $487
|
226
$6.22K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-27.2K- 99.73% |
$666K - $736K
|
74
$2.04K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-180- 78.26% |
$4.4K - $4.87K
|
50
$1.38K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-40- 0.79% |
$978 - $1.08K
|
5.01K
$138K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
719New |
$17.6K - $19.4K
|
719
$19.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$2.45K - $2.7K
|
100
$2.75K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.89K- 15.41% |
$70.6K - $78K
|
15.9K
$437K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
8.87KNew |
$217K - $240K
|
8.87K
$244K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
151New |
$3.51K - $4.01K
|
151
$4.16K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
935New |
$21.7K - $24.8K
|
935
$25.7K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
83New |
$1.93K - $2.2K
|
83
$2.29K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
11.2KNew |
$261K - $298K
|
11.2K
$309K
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
12.2KNew |
$284K - $324K
|
12.2K
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
Scopus Asset Management, L.P.
New York, NY |
BUY
|
- |
50KNew |
$1.16M - $1.33M
|
50K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
463+ 100.0% |
$10.8K - $12.3K
|
926
$25.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
26.2KNew |
$609K - $696K
|
26.2K
$722K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
726New |
$16.9K - $19.3K
|
726
$20K
|
|
| Q3 2022 | |||||||
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-5.5KClosed |
$134K - $156K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-13- 68.42% |
$317 - $368
|
6
$165
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.39KNew |
$33.7K - $39.2K
|
1.39K
$38.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
707New |
$17.2K - $20K
|
707
$19.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-127K- 54.62% |
$3.1M - $3.6M
|
106K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
129+ 0.07% |
$3.14K - $3.65K
|
191K
$5.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
600New |
$14.6K - $17K
|
600
$16.5K
|
|