Latest Institutional Transactions on Ishares Tr Esg Msci Em Leaders (LDEM)
This table provides information on the latest institutional transactions involving Ishares Tr Esg Msci Em Leaders (LDEM) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.67K- 10.89% |
$72.1K - $90.1K
|
13.7K
$754K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-601- 2.86% |
$25.9K - $32.4K
|
20.4K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-142- 1.84% |
$6.13K - $7.66K
|
7.57K
$417K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
50+ 36.76% |
$2.22K - $2.51K
|
186
$10.3K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-200- 1.97% |
$8.88K - $10.1K
|
9.97K
$550K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.94K+ 120.84% |
$86K - $97.4K
|
3.54K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-37.2K- 57.1% |
$1.65M - $1.87M
|
27.9K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
835+ 15.37% |
$37.1K - $42K
|
6.27K
$346K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29- 0.49% |
$1.29K - $1.46K
|
5.94K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
215New |
$9.54K - $10.8K
|
215
$11.9K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-499- 2.85% |
$22.2K - $25.1K
|
17K
$940K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
7.31KNew |
$325K - $368K
|
7.31K
$404K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.3K+ 12.69% |
$457K - $518K
|
91.4K
$5.05M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-24- 2.69% |
$1.07K - $1.21K
|
868
$47.9K
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.61K+ 10.76% |
$71.5K - $81K
|
16.6K
$914K
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-150- 1.74% |
$6.66K - $7.54K
|
8.49K
$468K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
849New |
$37.7K - $42.7K
|
849
$46.8K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
97New |
$4.31K - $4.88K
|
97
$5.35K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.63K- 15.25% |
$161K - $182K
|
20.1K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-5- 0.36% |
$222 - $251
|
1.38K
$75.9K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
326New |
$14.5K - $16.4K
|
326
$18K
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
979+ 18.68% |
$43.5K - $49.2K
|
6.22K
$343K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38.2K- 46.85% |
$1.69M - $1.92M
|
43.3K
$2.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
2.66K+ 25.1% |
$118K - $134K
|
13.3K
$731K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22- 2.27% |
$977 - $1.11K
|
947
$52.3K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4+ 0.05% |
$181 - $207
|
7.94K
$438K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.69K+ 11.63% |
$76.6K - $87.4K
|
16.2K
$894K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.13K- 89.48% |
$142K - $162K
|
368
$20.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
459+ 5.77% |
$20.8K - $23.8K
|
8.42K
$465K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3+ 0.46% |
$136 - $155
|
655
$36.1K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
368New |
$16.7K - $19.1K
|
368
$20.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.03K- 56.41% |
$138K - $157K
|
2.34K
$129K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
451New |
$19.7K - $23K
|
451
$24.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.18KNew |
$183K - $214K
|
4.18K
$231K
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-284- 99.3% |
$12K - $13.4K
|
2
$110
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.89% |
$126 - $142
|
340
$18.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
161New |
$6.78K - $7.62K
|
161
$8.88K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.8K- 39.6% |
$156K - $169K
|
5.8K
$320K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
4.98KNew |
$205K - $222K
|
4.98K
$275K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 33.33% |
$411 - $446
|
20
$1.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
68+ 50.75% |
$2.79K - $3.03K
|
202
$11.1K
|
|
| Q4 2023 | |||||||
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10- 14.93% |
$408 - $444
|
57
$3.15K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
349New |
$14.2K - $15.5K
|
349
$19.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.4K- 81.1% |
$954K - $1.04M
|
5.45K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.59K- 44.88% |
$187K - $204K
|
5.64K
$311K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.51K- 88.0% |
$347K - $378K
|
1.16K
$64K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-80- 7.01% |
$3.26K - $3.55K
|
1.06K
$58.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-23.8K- 71.47% |
$971K - $1.06M
|
9.5K
$524K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.58K+ 45.83% |
$109K - $122K
|
8.2K
$452K
|
|