Purchases and Sales Made in Q1 2025 in Ishares Esg Advanced Msci Eafe (DMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES ESG ADVANCED MSCI EAFE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
17.5KNew |
$1.12M - $1.23M
|
17.5K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
8.31K+ 592.44% |
$531K - $583K
|
9.72K
$661K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
7.5K+ 34.04% |
$479K - $527K
|
29.5K
$2.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.52KNew |
$417K - $457K
|
6.52K
$444K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
5.01KNew |
$320K - $351K
|
5.01K
$341K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
4.87KNew |
$311K - $342K
|
4.87K
$332K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.76K+ 9.99% |
$177K - $194K
|
30.4K
$2.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.57K+ 3.83% |
$101K - $110K
|
42.6K
$2.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.54K+ 19.69% |
$98.4K - $108K
|
9.35K
$637K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.28K+ 7.91% |
$81.7K - $89.8K
|
17.4K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
870+ 15.34% |
$55.6K - $61.1K
|
6.54K
$445K
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
668+ 6.73% |
$42.7K - $46.9K
|
10.6K
$721K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
BUY
|
- |
426+ 3.32% |
$27.2K - $29.9K
|
13.3K
$903K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
387+ 5.63% |
$24.7K - $27.2K
|
7.26K
$494K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
345+ 9.25% |
$22K - $24.2K
|
4.08K
$277K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
200+ 2.56% |
$12.8K - $14K
|
8.02K
$546K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
178+ 1.04% |
$11.4K - $12.5K
|
17.4K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
160+ 8.23% |
$10.2K - $11.2K
|
2.1K
$143K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
150+ 13.45% |
$9.59K - $10.5K
|
1.27K
$86.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
44+ 0.41% |
$2.81K - $3.09K
|
10.7K
$729K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 73.17% |
$1.92K - $2.11K
|
11
$749
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-48- 2.23% |
$3.07K - $3.37K
|
2.11K
$144K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-67- 30.59% |
$4.28K - $4.7K
|
152
$10.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-149- 1.33% |
$9.52K - $10.5K
|
11K
$751K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-151- 1.4% |
$9.65K - $10.6K
|
10.7K
$725K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-513- 44.69% |
$32.8K - $36K
|
635
$43.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-536- 12.99% |
$34.3K - $37.6K
|
3.59K
$244K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-845- 21.64% |
$54K - $59.3K
|
3.06K
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-895- 41.49% |
$57.2K - $62.8K
|
1.26K
$85.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-903- 3.94% |
$57.7K - $63.4K
|
22K
$1.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 6.19% |
$86.9K - $95.4K
|
20.6K
$1.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.6K- 0.68% |
$102K - $112K
|
232K
$15.8M
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-1.85K- 6.18% |
$118K - $130K
|
28K
$1.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.9K- 17.08% |
$121K - $133K
|
9.22K
$628K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.92K- 36.82% |
$122K - $134K
|
3.29K
$224K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-2.26K- 27.59% |
$144K - $158K
|
5.93K
$403K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-4.08K- 38.05% |
$261K - $287K
|
6.65K
$452K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.6K- 28.97% |
$740K - $813K
|
28.4K
$1.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.5K- 32.23% |
$862K - $947K
|
28.4K
$1.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-14.2K- 34.16% |
$909K - $998K
|
27.4K
$1.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-71.3K- 33.99% |
$4.56M - $5.01M
|
139K
$9.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-354K- 51.17% |
$22.6M - $24.8M
|
337K
$23M
|