Free Trial

iShares ESG MSCI EM Leaders ETF (LDEM) Institutional Ownership

iShares ESG MSCI EM Leaders ETF logo
$48.28
+0.14 (+0.29%)
(As of 11/1/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares ESG MSCI EM Leaders ETF (NASDAQ:LDEM)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$2.50M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.38M
Get LDEM Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares ESG MSCI EM Leaders ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

LDEM Institutional Buying and Selling by Quarter

iShares ESG MSCI EM Leaders ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Beta Wealth Group Inc.4,181$210K0.1%N/A0.643%
10/15/2024 Cliftonlarsonallen Wealth Advisors LLC17,224$867K0.0%-13.3%2.650%
10/8/2024 Mather Group LLC.969$49K0.0%-18.2%0.149%
8/14/2024Bank of Montreal Can84,319$3.88M0.0%-11.6%11.243%
8/12/2024Glass Jacobson Investment Advisors llc1,919$87K0.0%-19.8%0.256%
8/5/2024Addison Advisors LLC1,380$62K0.0%+21.1%0.184%
7/31/2024Commonwealth Equity Services LLC70,531$3.18M0.0%+9.9%9.404%
7/12/2024 Cliftonlarsonallen Wealth Advisors LLC19,864$896K0.0%+16.0%2.649%
5/15/2024Flow Traders U.S. LLC71,893$3.15M0.2%+35.2%9.586%
5/2/2024 Cliftonlarsonallen Wealth Advisors LLC17,119$750K0.0%+4.2%2.283%
4/29/2024Commonwealth Equity Services LLC64,196$2.81M0.0%+17.2%8.559%
4/25/2024 Values Added Financial LLC9,610$421K0.3%+37.8%1.281%
4/9/2024 Mather Group LLC.1,199$53K0.0%N/A0.160%
2/9/2024Corient Private Wealth LLC20,217$889K0.0%+1.4%2.696%
2/2/2024Addison Advisors LLC3,715$163K0.1%-12.5%0.495%
1/22/2024Glass Jacobson Investment Advisors llc2,955$130K0.1%-67.1%0.394%
1/18/2024 Values Added Financial LLC6,976$307K0.3%-29.9%0.930%
1/16/2024Wealthsource Partners LLC9,503$418K0.0%-71.5%1.267%
11/16/2023High Falls Advisors Inc8,197$351K0.1%+45.8%0.745%
11/14/2023 W Advisors LLC4,788$205K0.2%-23.9%0.435%
11/13/2023CI Investments Inc.5,340$228K0.0%+13.3%0.485%
11/13/2023Wealthsource Partners LLC33,305$1.43M0.1%+21.4%3.028%
11/9/2023Wealth Alliance12,294$526K0.1%-15.5%1.118%
11/7/2023Merit Financial Group LLC20,678$885K0.0%+4.7%1.880%
11/7/2023Goodwin Investment Advisory846$36K0.0%-33.8%0.077%
11/7/2023Glass Jacobson Investment Advisors llc8,985$384K0.2%-14.9%0.817%
10/24/2023Tcwp LLC5,124$219K0.2%-34.8%0.466%
10/24/2023Stratos Wealth Advisors LLC4,725$202K0.0%-20.0%0.430%
10/23/2023Commonwealth Equity Services LLC43,727$1.87M0.0%+16.0%3.975%
10/20/2023 My Legacy Advisors LLC6,353$266K0.1%-26.1%0.578%
10/16/2023ONE Advisory Partners LLC9,125$390K0.2%N/A0.830%
10/13/2023 Cliftonlarsonallen Wealth Advisors LLC14,929$639K0.0%-4.8%1.357%
10/12/2023Mayflower Financial Advisors LLC7,495$321K0.0%N/A0.681%
8/14/2023Keebeck Wealth Management LLC25,494$1.14M0.2%+43.7%2.125%
8/10/2023Commonwealth Equity Services LLC37,684$1.69M0.0%+23.0%3.140%
8/9/2023Flow Traders U.S. LLC44,188$1.98M0.1%N/A3.682%
8/4/2023 W Advisors LLC6,295$282K0.2%N/A0.525%
8/3/2023Addison Advisors LLC4,170$187K0.1%+14.4%0.348%
8/2/2023Wealth Alliance14,556$652K0.1%+97.7%1.213%
8/2/2023Bank of Montreal Can144,279$6.69M0.0%N/A12.023%
Countdown to the biggest trade of my 25 yr career (Ad)

Tim Sykes - the world’s most apolitical Millionaire trader - just sat down for an urgent election interview… Breaking down the ONE MOVE you must make before the November 5th election to set yourself up for a prosperous 2025.

Click here to see the surprising reason why
8/1/2023Merit Financial Group LLC19,750$884K0.0%+28.1%1.646%
7/26/2023Glass Jacobson Investment Advisors llc10,558$473K0.2%N/A0.880%
7/24/2023 Values Added Financial LLC8,932$400K0.4%N/A0.744%
7/20/2023 BLB&B Advisors LLC6,352$284K0.0%N/A0.529%
7/18/2023Stratos Wealth Advisors LLC5,908$264K0.0%N/A0.492%
7/14/2023 My Legacy Advisors LLC8,602$400K0.2%+29.5%0.717%
7/13/2023 Aprio Wealth Management LLC16,150$723K0.2%+7.7%1.346%
5/11/2023Envestnet Asset Management Inc.11,719$534K0.0%-77.7%1.116%
5/11/2023Wealth Alliance7,364$335K0.1%+49.9%0.701%
5/9/2023Addison Advisors LLC3,645$166K0.1%+19.3%0.347%
5/8/2023 MGO One Seven LLC7,860$358K0.0%N/A0.749%
5/3/2023Integrated Wealth Concepts LLC8,467$386K0.0%+14.3%0.806%
4/24/2023Merit Financial Group LLC15,416$702K0.0%+8.3%1.468%
4/14/2023 Aprio Wealth Management LLC14,991$683K0.2%+91.5%1.499%
4/13/2023 Cliftonlarsonallen Wealth Advisors LLC15,570$709K0.0%+10.4%1.557%
4/11/2023 My Legacy Advisors LLC6,643$302K0.1%+29.9%0.664%
3/6/2023OLD Mission Capital LLC20,744$884K0.0%-86.3%1.804%
2/13/2023Integrated Wealth Concepts LLC7,410$316K0.0%-28.7%0.644%
2/13/2023Wealth Alliance4,911$209K0.0%-78.4%0.427%
2/13/2023Tcwp LLC6,925$295K0.1%+37.9%0.602%
2/10/2023Wealthsource Partners LLC25,990$1.11M0.1%-29.7%2.260%
2/10/2023CI Investments Inc.4,640$198K0.0%-12.3%0.403%
2/9/2023EverSource Wealth Advisors LLC1,467$63K0.0%-26.3%0.128%
2/7/2023Commonwealth Equity Services LLC22,613$964K0.0%+223.1%1.966%
2/7/2023 My Legacy Advisors LLC5,113$240K0.1%-19.8%0.445%
2/7/2023Envestnet Asset Management Inc.52,459$2.24M0.0%+561.8%4.562%
2/7/2023 W Advisors LLC6,124$261K0.2%-6.5%0.533%
2/6/2023Glass Jacobson Investment Advisors llc11,214$478K0.2%N/A0.975%
2/1/2023Bank of Montreal Can123,075$5.46M0.0%+67.1%10.702%
1/24/2023National Bank of Canada FI1,160$50K0.0%-21.1%0.101%
1/24/2023 Park Avenue Securities LLC5,708$243K0.0%N/A0.496%
1/19/2023 Cliftonlarsonallen Wealth Advisors LLC14,102$601K0.0%-5.7%1.226%
1/13/2023Merit Financial Group LLC14,238$607K0.0%+16.3%1.238%
1/11/2023 Aprio Wealth Management LLC7,829$334K0.1%N/A0.681%
11/16/2022Wealthsource Partners LLC36,948$1.51M0.1%-12.7%2.842%
11/15/2022Keebeck Wealth Management LLC18,024$734K0.1%-22.6%1.386%
11/15/2022CI Investments Inc.5,290$216K0.0%+30.1%0.407%
11/14/2022 One Wealth Advisors LLC57,269$2.33M0.8%+159.9%4.405%
11/14/2022OLD Mission Capital LLC151,142$6.16M0.2%+32.8%11.626%
11/10/2022Bank of Montreal Can73,675$3.41M0.0%+29.1%5.667%
11/7/2022EverSource Wealth Advisors LLC1,991$81K0.0%+188.6%0.153%
10/31/2022Merit Financial Group LLC12,245$499K0.0%+4.8%0.942%
10/25/2022Balasa Dinverno & Foltz LLC29,714$1.21M0.1%+14.4%2.286%
10/24/2022 W Advisors LLC6,551$267K0.2%-74.4%0.504%
10/17/2022 My Legacy Advisors LLC6,372$253K0.1%+25.7%0.490%
10/12/2022 Cliftonlarsonallen Wealth Advisors LLC14,958$610K0.1%+8.7%1.151%
8/26/2022 W Advisors LLC25,586$1.21M1.1%+26.1%1.968%
8/16/2022Goodwin Investment Advisory1,259$60K0.0%-49.4%0.097%
8/15/2022 One Wealth Advisors LLC22,035$1.05M0.3%+25.7%1.695%
8/13/2022Flow Traders U.S. LLC8,902$422K0.0%-83.4%0.685%
Countdown to the biggest trade of my 25 yr career (Ad)

Tim Sykes - the world’s most apolitical Millionaire trader - just sat down for an urgent election interview… Breaking down the ONE MOVE you must make before the November 5th election to set yourself up for a prosperous 2025.

Click here to see the surprising reason why
8/12/2022CI Investments Inc.4,065$193K0.0%+9.4%0.313%
8/11/2022Wealthsource Partners LLC42,342$2.01M0.1%-26.6%3.257%
8/11/2022Bank of Montreal Can57,075$2.76M0.0%-31.3%4.390%
8/9/2022Balasa Dinverno & Foltz LLC25,972$1.23M0.1%+75.0%1.998%
8/8/2022Merit Financial Group LLC11,679$554K0.0%+67.4%0.898%
8/5/2022OLD Mission Capital LLC113,780$5.40M0.2%+22.0%8.752%
8/4/2022Addison Advisors LLC2,935$139K0.1%N/A0.226%
8/3/2022Envestnet Asset Management Inc.9,772$464K0.0%-43.1%0.752%
8/2/2022Advisory Services Network LLC5,562$264K0.0%N/A0.428%
8/1/2022EverSource Wealth Advisors LLC690$33K0.0%-74.2%0.053%
(Data available from 1/1/2016 forward)

LDEM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LDEM shares?

During the previous two years, 33 institutional investors and hedge funds held shares of iShares ESG MSCI EM Leaders ETF. The most heavily invested institutionals were Bank of Montreal Can ($3.88M), Commonwealth Equity Services LLC ($3.18M), Flow Traders U.S. LLC ($3.15M), One Wealth Advisors LLC ($2.33M), Keebeck Wealth Management LLC ($1.14M), Corient Private Wealth LLC ($889K), and Merit Financial Group LLC ($885K).Learn more on LDEM's institutional investors.

Which institutional investors have been buying iShares ESG MSCI EM Leaders ETF stock?

Of the 31 institutional investors that purchased iShares ESG MSCI EM Leaders ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of Montreal Can ($210.28K), Flow Traders U.S. LLC ($62.90K), Envestnet Asset Management Inc. ($44.53K), Commonwealth Equity Services LLC ($44.47K), OLD Mission Capital LLC ($37.36K), One Wealth Advisors LLC ($35.23K), and Glass Jacobson Investment Advisors llc ($21.77K).

How much institutional buying is happening at iShares ESG MSCI EM Leaders ETF?

Institutional investors have bought a total of 588,815 shares in the last 24 months. This purchase volume represents approximately $36.33M in transactions.

Which iShares ESG MSCI EM Leaders ETF major shareholders have been selling company stock?

Of the 20 institutional investors that sold iShares ESG MSCI EM Leaders ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OLD Mission Capital LLC ($130.40K), Envestnet Asset Management Inc. ($40.74K), Wealthsource Partners LLC ($40.15K), Wealth Alliance ($20.10K), Bank of Montreal Can ($11.10K), Glass Jacobson Investment Advisors llc ($8.08K), and Keebeck Wealth Management LLC ($5.26K).

How much institutional selling is happening at iShares ESG MSCI EM Leaders ETF?

Institutional investors have sold a total of 278,043 shares in the last 24 months. This volume of shares sold represents approximately $21.42M in transactions.



This page (NASDAQ:LDEM) was last updated on 11/2/2024 by MarketBeat.com Staff
From Our Partners