Latest Institutional Purchases of Ishares Tr Esg Msci Em Leaders (LDEM)
This list provides information on the latest institutional transactions involving Ishares Tr Esg Msci Em Leaders (LDEM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
16.5KNew |
$720K - $843K
|
16.5K
$760K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
6.7K+ 19.8% |
$293K - $342K
|
40.6K
$1.87M
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
4.18KNew |
$183K - $214K
|
4.18K
$193K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.15K+ 3.04% |
$93.6K - $110K
|
72.7K
$3.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
728+ 0.86% |
$31.8K - $37.2K
|
85K
$3.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
501+ 357.86% |
$21.9K - $25.6K
|
641
$29.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
451New |
$19.7K - $23K
|
451
$20.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
405+ 7.38% |
$17.7K - $20.7K
|
5.89K
$271K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
212+ 2.74% |
$9.25K - $10.8K
|
7.94K
$366K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
141+ 3.05% |
$6.15K - $7.2K
|
4.77K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
61+ 0.3% |
$2.66K - $3.12K
|
20.3K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18+ 1.14% |
$786 - $920
|
1.6K
$73.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
240+ 21.05% |
$10.1K - $11.4K
|
1.38K
$63.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
161New |
$6.78K - $7.62K
|
161
$7.42K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
130+ 1.35% |
$5.47K - $6.15K
|
9.74K
$449K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.89% |
$126 - $142
|
340
$15.7K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 100.0% |
$42.1 - $47.3
|
2
$92.1
|
|
| Q1 2024 | |||||||
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
4.98KNew |
$205K - $222K
|
4.98K
$229K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
68+ 50.75% |
$2.79K - $3.03K
|
202
$9.3K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
349New |
$14.2K - $15.5K
|
349
$16.1K
|
|
| Q3 2023 | |||||||
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
9.13KNew |
$386K - $434K
|
9.13K
$420K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.5KNew |
$317K - $356K
|
7.5K
$345K
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.58K+ 45.83% |
$109K - $122K
|
8.2K
$378K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.31K+ 27.87% |
$55.6K - $62.5K
|
6.03K
$278K
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
6.35KNew |
$276K - $295K
|
6.35K
$293K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.16K+ 7.73% |
$50.3K - $53.7K
|
16.2K
$744K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.86KNew |
$334K - $383K
|
7.86K
$362K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
118New |
$5.02K - $5.75K
|
118
$5.44K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.03% |
$42.6 - $48.7
|
2.99K
$138K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.11KNew |
$279K - $330K
|
7.11K
$327K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.71KNew |
$224K - $265K
|
5.71K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.55KNew |
$100K - $118K
|
2.55K
$117K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
70.3K+ 47.46% |
$2.86M - $3.37M
|
218K
$10.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
25.7KNew |
$1.05M - $1.23M
|
25.7K
$1.18M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
3.74K+ 14.41% |
$152K - $179K
|
29.7K
$1.37M
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
670+ 4.08% |
$31.3K - $37.4K
|
17.1K
$787K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
219New |
$10.2K - $12.2K
|
219
$10.1K
|
|
| Q1 2022 | |||||||
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
9+ 12.68% |
$442 - $544
|
80
$3.68K
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.01KNew |
$246K - $265K
|
4.01K
$185K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.08KNew |
$65.2K - $73.5K
|
1.08K
$49.8K
|
|