Latest Institutional Transactions on Ishares Esg Advanced Msci Em E (EMXF)
This table provides information on the latest institutional transactions involving Ishares Esg Advanced Msci Em E (EMXF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
BUY
|
- |
7.37KNew |
$275K - $306K
|
7.37K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7.1KNew |
$265K - $294K
|
7.1K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
388New |
$14.5K - $16.1K
|
388
$14.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18+ 0.21% |
$671 - $746
|
8.49K
$326K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$37.3 - $41.5
|
1
$38.4
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-475- 2.04% |
$17.7K - $19.7K
|
22.9K
$878K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-895- 6.69% |
$33.4K - $37.1K
|
12.5K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
933+ 14.55% |
$34.8K - $38.7K
|
7.35K
$282K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
360+ 4.49% |
$13.4K - $14.9K
|
8.38K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-551- 4.9% |
$20.5K - $22.8K
|
10.7K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$37.3 - $41.5
|
1
$38.4
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-28.6K- 31.18% |
$1.07M - $1.19M
|
63.2K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
12K+ 29.17% |
$446K - $496K
|
53K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
739+ 1.3% |
$27.5K - $30.6K
|
57.7K
$2.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
542New |
$20.2K - $22.5K
|
542
$20.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-51- 1.68% |
$1.9K - $2.11K
|
2.98K
$114K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$37.3 - $41.5
|
1
$38.4
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
157+ 1.5% |
$5.85K - $6.51K
|
10.6K
$408K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
55+ 0.59% |
$2.05K - $2.28K
|
9.31K
$358K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.9KNew |
$593K - $660K
|
15.9K
$611K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
15.3K+ 11.81% |
$570K - $634K
|
145K
$5.56M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.01% |
$74.5 - $82.9
|
33.8K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4.95KNew |
$185K - $205K
|
4.95K
$190K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
3.91K+ 4.5% |
$146K - $162K
|
90.8K
$3.49M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
2.03K+ 1.8% |
$75.7K - $84.2K
|
115K
$4.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
204+ 2.98% |
$7.6K - $8.46K
|
7.06K
$271K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50New |
$1.86K - $2.07K
|
50
$1.92K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.75K+ 14.33% |
$177K - $197K
|
37.9K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
833+ 2.37% |
$31K - $34.5K
|
35.9K
$1.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.59K+ 49.9% |
$96.6K - $107K
|
7.78K
$299K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
774+ 7.96% |
$28.8K - $32.1K
|
10.5K
$403K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-65- 0.75% |
$2.42K - $2.69K
|
8.65K
$332K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-110- 1.65% |
$4.1K - $4.56K
|
6.55K
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5- 2.45% |
$186 - $207
|
199
$7.64K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
342+ 5.32% |
$12.7K - $14.2K
|
6.77K
$260K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.51K- 12.3% |
$88.4K - $103K
|
17.9K
$686K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
2.26KNew |
$79.8K - $93.1K
|
2.26K
$86.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
43.9K+ 166.57% |
$1.55M - $1.81M
|
70.3K
$2.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-206- 2.52% |
$7.27K - $8.48K
|
7.98K
$306K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.94K- 55.41% |
$341K - $379K
|
8K
$307K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-86.4K- 53.02% |
$2.97M - $3.29M
|
76.6K
$2.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.82K- 80.83% |
$131K - $145K
|
906
$34.8K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.17KNew |
$72.4K - $78.5K
|
2.17K
$83.3K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.93K+ 28.96% |
$97.7K - $106K
|
13K
$500K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-3.79K- 25.49% |
$127K - $137K
|
11.1K
$425K
|
|
| Q4 2023 | |||||||
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
2.21KNew |
$72.3K - $78.6K
|
2.21K
$84.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-296- 2.17% |
$9.69K - $10.5K
|
13.4K
$513K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-9.37K- 86.06% |
$307K - $333K
|
1.52K
$58.3K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$631K - $707K
|
18.7K
$718K
|
|