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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.13K+ 313200.0% |
$133K - $143K
|
3.13K
$147K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.5K+ 612.93% |
$530K - $568K
|
14.5K
$681K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
845+ 7.37% |
$35.9K - $38.5K
|
12.3K
$578K
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-1.46K- 3.16% |
$61.9K - $66.4K
|
44.6K
$2.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.55K- 24.45% |
$65.8K - $70.6K
|
4.79K
$225K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5+ 0.07% |
$213 - $228
|
7.13K
$335K
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
BUY
|
- |
22.1K+ 196.74% |
$939K - $1.01M
|
33.3K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.45KNew |
$231K - $248K
|
5.45K
$256K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
115New |
$4.89K - $5.24K
|
115
$5.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.72KNew |
$370K - $397K
|
8.72K
$410K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$42.5 - $45.6
|
1
$47
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-767- 96.97% |
$32.6K - $35K
|
24
$1.13K
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
139+ 0.85% |
$5.91K - $6.34K
|
16.5K
$776K
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
704+ 6.3% |
$29.9K - $32.1K
|
11.9K
$558K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
23.2K+ 12.22% |
$987K - $1.06M
|
213K
$10M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.06K+ 21.11% |
$87.6K - $94K
|
11.8K
$556K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
587+ 2.96% |
$24.9K - $26.8K
|
20.4K
$960K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-33- 0.42% |
$1.4K - $1.5K
|
7.89K
$371K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
116+ 0.19% |
$4.93K - $5.29K
|
62.8K
$2.95M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
229+ 3.0% |
$9.73K - $10.4K
|
7.86K
$370K
|
|
|
Nov 10, 2025
Q3 2025
|
Longview Financial Advisors LLC
San Rafael, CA |
SELL
|
- |
-53- 2.59% |
$2.25K - $2.42K
|
1.99K
$93.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22+ 0.36% |
$935 - $1K
|
6.22K
$292K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-796- 6.45% |
$33.8K - $36.3K
|
11.6K
$543K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
4.73KNew |
$201K - $216K
|
4.73K
$222K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
10+ 0.03% |
$425 - $456
|
33.9K
$1.59M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
15.3K+ 24.91% |
$649K - $696K
|
76.6K
$3.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
2.76K+ 2.51% |
$117K - $126K
|
113K
$5.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.95K- 1.76% |
$82.7K - $88.8K
|
108K
$5.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15+ 62.5% |
$638 - $684
|
39
$1.83K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-8.67K- 26.47% |
$369K - $395K
|
24.1K
$1.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-5.51K- 50.75% |
$234K - $251K
|
5.35K
$251K
|
|
|
Oct 03, 2025
Q3 2025
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
79.1K+ 1207.88% |
$3.36M - $3.61M
|
85.7K
$4.03M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.7K- 37.62% |
$229K - $287K
|
11.1K
$522K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-607- 95.29% |
$20.7K - $26K
|
30
$1.41K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.11K+ 795.71% |
$38.1K - $47.8K
|
1.25K
$58.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.34K+ 12.7% |
$45.9K - $57.6K
|
11.9K
$560K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-4- 0.08% |
$137 - $172
|
4.95K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.98K+ 43.34% |
$102K - $128K
|
9.86K
$463K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.8KNew |
$575K - $722K
|
16.8K
$791K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
7.06KNew |
$241K - $303K
|
7.06K
$332K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-5- 0.85% |
$171 - $214
|
582
$27.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
5.08KNew |
$174K - $218K
|
5.08K
$239K
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-28- 39.44% |
$1.02K - $1.1K
|
43
$2.02K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
6.66KNew |
$243K - $263K
|
6.66K
$313K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.75KNew |
$63.8K - $69.1K
|
1.75K
$82.2K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 3.36% |
$3.65K - $3.95K
|
2.88K
$135K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-33- 0.38% |
$1.2K - $1.3K
|
8.61K
$405K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-55- 24.23% |
$2.01K - $2.17K
|
172
$8.08K
|
|
| Q4 2024 | |||||||
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
BUY
|
- |
7.37KNew |
$275K - $306K
|
7.37K
$346K
|
|