Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
59.8K+ 24.15% |
$2.53M - $2.84M
|
307K
$13.9M
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
9.13KNew |
$386K - $434K
|
9.13K
$412K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
7.5KNew |
$317K - $356K
|
7.5K
$338K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.04K+ 16.04% |
$255K - $287K
|
43.7K
$1.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.88K+ 21.42% |
$248K - $279K
|
33.3K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.32K+ 13.02% |
$140K - $158K
|
28.8K
$1.3M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.58K+ 45.83% |
$109K - $122K
|
8.2K
$370K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.82KNew |
$77K - $86.6K
|
1.82K
$82.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.31K+ 27.87% |
$55.6K - $62.5K
|
6.03K
$272K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.1K+ 5.85% |
$46.6K - $52.4K
|
19.9K
$900K
|
|
|
Oct 19, 2023
Q3 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.02K+ 11.4% |
$43K - $48.4K
|
9.95K
$449K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
949+ 1860.78% |
$40.1K - $45.1K
|
1K
$45.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
928+ 4.7% |
$39.2K - $44.1K
|
20.7K
$933K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
809+ 8.58% |
$34.2K - $38.5K
|
10.2K
$462K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
629+ 6.96% |
$26.6K - $29.9K
|
9.67K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
625+ 13.26% |
$26.4K - $29.7K
|
5.34K
$241K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
329New |
$13.9K - $15.6K
|
329
$14.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
226+ 58.25% |
$9.56K - $10.7K
|
614
$27.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
75+ 1.8% |
$3.17K - $3.57K
|
4.25K
$192K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
67New |
$2.83K - $3.19K
|
67
$3.02K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
14+ 9.21% |
$592 - $666
|
166
$7.49K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-195- 13.29% |
$8.24K - $9.27K
|
1.27K
$57.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-259- 3.92% |
$11K - $12.3K
|
6.35K
$287K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-432- 33.8% |
$18.3K - $20.5K
|
846
$38.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-507- 14.51% |
$21.4K - $24.1K
|
2.99K
$135K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-748- 4.77% |
$31.6K - $35.6K
|
14.9K
$674K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 20.02% |
$50K - $56.3K
|
4.73K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.51K- 23.94% |
$63.7K - $71.7K
|
4.79K
$216K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.57K- 14.9% |
$66.5K - $74.8K
|
8.99K
$406K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.25K- 26.15% |
$95.1K - $107K
|
6.35K
$287K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.26K- 15.54% |
$95.6K - $108K
|
12.3K
$555K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.74K- 34.83% |
$116K - $130K
|
5.12K
$231K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.98K- 91.31% |
$126K - $142K
|
284
$12.8K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.93K- 11.92% |
$251K - $282K
|
43.8K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-36.4K- 82.45% |
$1.54M - $1.73M
|
7.76K
$350K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-50.1K- 34.74% |
$2.12M - $2.38M
|
94.2K
$4.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-68.9K- 46.0% |
$2.92M - $3.28M
|
80.9K
$3.65M
|
|