Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
24.5K+ 60.51% |
$1.11M - $1.27M
|
65.1K
$3.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
15KNew |
$679K - $775K
|
15K
$721K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.79K+ 12.09% |
$399K - $455K
|
81.5K
$3.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
5.24KNew |
$238K - $271K
|
5.24K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.24K+ 5.81% |
$56.1K - $64K
|
22.5K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
854+ 8.77% |
$38.7K - $44.2K
|
10.6K
$511K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
368New |
$16.7K - $19.1K
|
368
$17.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
350+ 4.22% |
$15.9K - $18.1K
|
8.64K
$417K
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
343+ 1.99% |
$15.6K - $17.8K
|
17.6K
$847K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
30New |
$1.36K - $1.55K
|
30
$1.45K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-188- 1.86% |
$8.53K - $9.74K
|
9.91K
$478K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.77K- 13.66% |
$126K - $144K
|
17.5K
$845K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-3.03K- 56.41% |
$138K - $157K
|
2.34K
$113K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.88K- 29.36% |
$448K - $512K
|
23.8K
$1.15M
|