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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.27K- 66.02% |
$55.3K - $64.7K
|
652
$30.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
405+ 7.38% |
$17.7K - $20.7K
|
5.89K
$277K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
501+ 357.86% |
$21.9K - $25.6K
|
641
$30.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.7K+ 19.8% |
$293K - $342K
|
40.6K
$1.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
451New |
$19.7K - $23K
|
451
$21.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-87.4K- 91.66% |
$3.82M - $4.47M
|
7.96K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18+ 1.14% |
$786 - $920
|
1.6K
$75.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.7K- 53.46% |
$728K - $852K
|
14.5K
$682K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.78K- 25.48% |
$340K - $397K
|
22.7K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
728+ 0.86% |
$31.8K - $37.2K
|
85K
$3.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
61+ 0.3% |
$2.66K - $3.12K
|
20.3K
$953K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-350- 4.05% |
$15.3K - $17.9K
|
8.29K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
16.5KNew |
$720K - $843K
|
16.5K
$775K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.67K- 14.42% |
$247K - $290K
|
33.6K
$1.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-272- 23.37% |
$11.9K - $13.9K
|
892
$41.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
141+ 3.05% |
$6.15K - $7.2K
|
4.77K
$224K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-110- 3.05% |
$4.8K - $5.62K
|
3.5K
$164K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.18KNew |
$183K - $214K
|
4.18K
$196K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
212+ 2.74% |
$9.25K - $10.8K
|
7.94K
$373K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.15K+ 3.04% |
$93.6K - $110K
|
72.7K
$3.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.36K- 9.97% |
$103K - $120K
|
21.3K
$999K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-159- 1.55% |
$6.94K - $8.12K
|
10.1K
$474K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-2.64K- 13.29% |
$115K - $135K
|
17.2K
$809K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-216- 18.23% |
$9.43K - $11K
|
969
$45.5K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$42.1 - $47.3
|
2
$93.9
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.89% |
$126 - $142
|
340
$16K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
240+ 21.05% |
$10.1K - $11.4K
|
1.38K
$64.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
161New |
$6.78K - $7.62K
|
161
$7.56K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
130+ 1.35% |
$5.47K - $6.15K
|
9.74K
$457K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-111- 73.51% |
$4.56K - $4.95K
|
40
$1.88K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.8K- 39.6% |
$156K - $169K
|
5.8K
$272K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
4.98KNew |
$205K - $222K
|
4.98K
$234K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-10- 33.33% |
$411 - $446
|
20
$939
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
68+ 50.75% |
$2.79K - $3.03K
|
202
$9.49K
|
|
| Q4 2023 | |||||||
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10- 14.93% |
$408 - $444
|
57
$2.68K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
349New |
$14.2K - $15.5K
|
349
$16.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23.4K- 81.1% |
$954K - $1.04M
|
5.45K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.59K- 44.88% |
$187K - $204K
|
5.64K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.51K- 88.0% |
$347K - $378K
|
1.16K
$54.5K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-80- 7.01% |
$3.26K - $3.55K
|
1.06K
$49.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-23.8K- 71.47% |
$971K - $1.06M
|
9.5K
$446K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.58K+ 45.83% |
$109K - $122K
|
8.2K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.51K- 23.94% |
$63.7K - $71.7K
|
4.79K
$225K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.31K+ 27.87% |
$55.6K - $62.5K
|
6.03K
$283K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.26K- 15.54% |
$95.6K - $108K
|
12.3K
$577K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-432- 33.8% |
$18.3K - $20.5K
|
846
$39.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.74K- 34.83% |
$116K - $130K
|
5.12K
$241K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 20.02% |
$50K - $56.3K
|
4.73K
$222K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.25K- 26.15% |
$95.1K - $107K
|
6.35K
$298K
|
|