Purchases and Sales Made in Q4 2024 in Ishares Inc Jp Morgan Em Local (LEMB)
This table provides information about the institutional ownership of Ishares Inc Jp Morgan Em Local (LEMB) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES INC JP MORGAN EM LOCAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
196K+ 3508.91% |
$7.05M - $7.52M
|
201K
$7.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
130KNew |
$4.68M - $4.99M
|
130K
$4.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
65.1KNew |
$2.34M - $2.5M
|
65.1K
$2.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
43K+ 619.98% |
$1.55M - $1.65M
|
50K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
37.3KNew |
$1.34M - $1.43M
|
37.3K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
20.9KNew |
$753K - $803K
|
20.9K
$771K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8.3K+ 1.35% |
$299K - $319K
|
621K
$22.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.86KNew |
$247K - $264K
|
6.86K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.52KNew |
$235K - $250K
|
6.52K
$240K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
5.58K+ 20.65% |
$201K - $214K
|
32.6K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
4.77K+ 5.55% |
$172K - $183K
|
90.7K
$3.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.9K+ 23.02% |
$140K - $150K
|
20.8K
$768K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.87K+ 33.68% |
$139K - $149K
|
15.4K
$567K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
2.99K+ 1.25% |
$108K - $115K
|
243K
$8.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.71K+ 7.42% |
$61.7K - $65.9K
|
24.8K
$916K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
1.31K+ 0.51% |
$47K - $50.1K
|
259K
$9.56M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
709+ 7.5% |
$25.5K - $27.2K
|
10.2K
$375K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
233+ 2.89% |
$8.39K - $8.95K
|
8.31K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
190+ 0.41% |
$6.84K - $7.3K
|
47.1K
$1.74M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
109New |
$3.93K - $4.19K
|
109
$4.02K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
37+ 64.91% |
$1.33K - $1.42K
|
94
$3.47K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-126- 1.26% |
$4.54K - $4.84K
|
9.87K
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-270- 4.8% |
$9.72K - $10.4K
|
5.35K
$197K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-686- 1.85% |
$24.7K - $26.4K
|
36.4K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-689- 6.11% |
$24.8K - $26.5K
|
10.6K
$390K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.22K- 33.02% |
$43.9K - $46.8K
|
2.47K
$91.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.6K- 5.35% |
$57.7K - $61.6K
|
28.3K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.3K- 14.39% |
$82.9K - $88.4K
|
13.7K
$505K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.5K- 30.3% |
$90K - $96.1K
|
5.75K
$212K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-3.2K- 3.1% |
$115K - $123K
|
100K
$3.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.69K- 29.21% |
$241K - $257K
|
16.2K
$598K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8.29K- 32.15% |
$299K - $319K
|
17.5K
$646K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
SELL
|
- |
-8.83K- 29.57% |
$318K - $339K
|
21K
$776K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-16.7K- 28.02% |
$601K - $641K
|
42.9K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Investment Partners Corp
|
SELL
|
- |
-28K- 65.57% |
$1.01M - $1.08M
|
14.7K
$542K
|