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iShares ESG MSCI EM Leaders ETF (LDEM) Institutional Ownership

iShares ESG MSCI EM Leaders ETF logo
$47.32 +0.28 (+0.60%)
(As of 12/2/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$2.11M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$6.99M
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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
11/15/2024 Glass Jacobson Investment Advisors llc652$33K0.0%-66.0%0.100%
11/15/2024 Jane Street Group LLC22,749$1.15M0.0%-25.5%3.500%
11/14/2024 Flow Traders U.S. LLC7,960$401K0.0%-91.7%1.225%
11/13/2024 Bank of Montreal Can85,047$4.35M0.0%+0.9%13.084%
11/1/2024 Beta 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%
8/14/2024 Bank of Montreal Can84,319$3.88M0.0%-11.6%11.243%
8/12/2024 Glass Jacobson Investment Advisors llc1,919$87K0.0%-19.8%0.256%
8/5/2024 Addison 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%
5/15/2024 Flow 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%
2/9/2024 Corient Private Wealth LLC20,217$889K0.0%+1.4%2.696%
2/2/2024 Addison Advisors LLC3,715$163K0.1%-12.5%0.495%
1/22/2024 Glass 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%
11/16/2023 High Falls Advisors Inc8,197$351K0.1%+45.8%0.745%
11/14/2023 W Advisors LLC4,788$205K0.2%-23.9%0.435%
11/13/2023 CI Investments Inc.5,340$228K0.0%+13.3%0.485%
11/13/2023Wealthsource Partners LLC33,305$1.43M0.1%+21.4%3.028%
11/9/2023 Wealth Alliance12,294$526K0.1%-15.5%1.118%
11/7/2023Merit Financial Group LLC20,678$885K0.0%+4.7%1.880%
11/7/2023 Goodwin Investment Advisory846$36K0.0%-33.8%0.077%
11/7/2023 Glass Jacobson Investment Advisors llc8,985$384K0.2%-14.9%0.817%
10/24/2023 Tcwp 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%
10/12/2023 Mayflower Financial Advisors LLC7,495$321K0.0%N/A0.681%
8/14/2023 Keebeck 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%
8/9/2023 Flow Traders U.S. LLC44,188$1.98M0.1%N/A3.682%
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8/4/2023 W Advisors LLC6,295$282K0.2%N/A0.525%
8/3/2023 Addison Advisors LLC4,170$187K0.1%+14.4%0.348%
8/2/2023 Wealth Alliance14,556$652K0.1%+97.7%1.213%
8/2/2023 Bank of Montreal Can144,279$6.69M0.0%N/A12.023%
8/1/2023Merit Financial Group LLC19,750$884K0.0%+28.1%1.646%
7/26/2023 Glass 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%
5/11/2023 Envestnet Asset Management Inc.11,719$534K0.0%-77.7%1.116%
5/11/2023 Wealth Alliance7,364$335K0.1%+49.9%0.701%
5/9/2023 Addison Advisors LLC3,645$166K0.1%+19.3%0.347%
5/8/2023 MGO One Seven LLC7,860$358K0.0%N/A0.749%
5/3/2023 Integrated 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%
3/6/2023 OLD Mission Capital LLC20,744$884K0.0%-86.3%1.804%
2/13/2023 Integrated Wealth Concepts LLC7,410$316K0.0%-28.7%0.644%
2/13/2023 Wealth Alliance4,911$209K0.0%-78.4%0.427%
2/13/2023 Tcwp LLC6,925$295K0.1%+37.9%0.602%
2/10/2023Wealthsource Partners LLC25,990$1.11M0.1%-29.7%2.260%
2/10/2023 CI Investments Inc.4,640$198K0.0%-12.3%0.403%
2/9/2023 EverSource 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%
2/7/2023 Envestnet 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%
2/6/2023 Glass Jacobson Investment Advisors llc11,214$478K0.2%N/A0.975%
2/1/2023 Bank of Montreal Can123,075$5.46M0.0%+67.1%10.702%
1/24/2023 National 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%
11/15/2022 Keebeck Wealth Management LLC18,024$734K0.1%-22.6%1.386%
11/15/2022 CI 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%
11/14/2022 OLD Mission Capital LLC151,142$6.16M0.2%+32.8%11.626%
11/10/2022 Bank of Montreal Can73,675$3.41M0.0%+29.1%5.667%
11/7/2022 EverSource 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%
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8/26/2022 W Advisors LLC25,586$1.21M1.1%+26.1%1.968%
8/16/2022 Goodwin Investment Advisory1,259$60K0.0%-49.4%0.097%
8/15/2022 One Wealth Advisors LLC22,035$1.05M0.3%+25.7%1.695%
8/13/2022 Flow Traders U.S. LLC8,902$422K0.0%-83.4%0.685%
8/12/2022 CI Investments Inc.4,065$193K0.0%+9.4%0.313%
8/11/2022Wealthsource Partners LLC42,342$2.01M0.1%-26.6%3.257%
8/11/2022 Bank 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%
8/5/2022 OLD Mission Capital LLC113,780$5.40M0.2%+22.0%8.752%
(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 ($4.35M), Commonwealth Equity Services LLC ($3.18M), Jane Street Group LLC ($1.15M), Keebeck Wealth Management LLC ($1.14M), Corient Private Wealth LLC ($889K), Merit Financial Group LLC ($885K), and OLD Mission Capital LLC ($884K).Learn more on LDEM's institutional investors.

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

Of the 28 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 ($194.41K), Flow Traders U.S. LLC ($62.90K), Envestnet Asset Management Inc. ($44.53K), Commonwealth Equity Services LLC ($44.47K), Glass Jacobson Investment Advisors llc ($21.77K), Aprio Wealth Management LLC ($16.15K), and Values Added Financial LLC ($11.57K).

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

Institutional investors have bought a total of 497,821 shares in the last 24 months. This purchase volume represents approximately $28.89M in transactions.

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

Of the 21 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), Flow Traders U.S. LLC ($87.45K), Envestnet Asset Management Inc. ($40.74K), Wealthsource Partners LLC ($34.76K), Wealth Alliance ($20.10K), Bank of Montreal Can ($11.10K), and Glass Jacobson Investment Advisors llc ($9.34K).

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

Institutional investors have sold a total of 363,883 shares in the last 24 months. This volume of shares sold represents approximately $25.41M in transactions.



This page (NASDAQ:LDEM) was last updated on 12/3/2024 by MarketBeat.com Staff
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