Purchases and Sales Made in Q2 2025 in Ishares Tr Esg Msci Em Leaders (LDEM)
This table provides information about the institutional ownership of Ishares Tr Esg Msci Em Leaders (LDEM) during Q2 2025. The information is specifically focused on institutions that hold shares of ISHARES TR ESG MSCI EM LEADERS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
28K+ 100.2% |
$1.21M - $1.51M
|
55.9K
$3.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.8K+ 61.8% |
$1.16M - $1.44M
|
70.1K
$3.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
9.51KNew |
$411K - $513K
|
9.51K
$527K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
5.32K+ 40.16% |
$230K - $287K
|
18.6K
$1.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.92KNew |
$169K - $211K
|
3.92K
$217K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.12K+ 1138.71% |
$91.4K - $114K
|
2.3K
$128K
|
|
|
Aug 14, 2025
Q2 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
860+ 5.19% |
$37.1K - $46.4K
|
17.4K
$966K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
800+ 9.42% |
$34.5K - $43.2K
|
9.29K
$515K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
152+ 156.7% |
$6.56K - $8.2K
|
249
$13.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
43+ 0.69% |
$1.86K - $2.32K
|
6.31K
$350K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.23% |
$86.3 - $108
|
866
$48K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4- 1.23% |
$173 - $216
|
322
$17.8K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-142- 1.84% |
$6.13K - $7.66K
|
7.57K
$419K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-494- 2.9% |
$21.3K - $26.6K
|
16.5K
$916K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-497- 8.37% |
$21.5K - $26.8K
|
5.44K
$302K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-555- 84.73% |
$24K - $29.9K
|
100
$5.54K
|
|
|
Jul 18, 2025
Q2 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-601- 2.86% |
$25.9K - $32.4K
|
20.4K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1.38K- 22.19% |
$59.6K - $74.4K
|
4.84K
$268K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.67K- 10.89% |
$72.1K - $90.1K
|
13.7K
$757K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.91K- 54.04% |
$82.6K - $103K
|
1.63K
$90.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-41.8K- 45.74% |
$1.81M - $2.26M
|
49.6K
$2.75M
|