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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
180KNew |
$11.5M - $12.6M
|
180K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
96.5K+ 313.65% |
$6.17M - $6.77M
|
127K
$9.32M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
94.3KNew |
$6.03M - $6.62M
|
94.3K
$6.91M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
33K+ 14.9% |
$2.11M - $2.31M
|
254K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32.2KNew |
$2.05M - $2.26M
|
32.2K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
19.6KNew |
$1.26M - $1.38M
|
19.6K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
17.5KNew |
$1.12M - $1.23M
|
17.5K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
15.2KNew |
$970K - $1.06M
|
15.2K
$1.11M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
13.8K+ 23.25% |
$881K - $967K
|
73.1K
$5.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
13.2K+ 50.31% |
$846K - $929K
|
39.5K
$2.9M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
10.5K+ 15.95% |
$670K - $736K
|
76.3K
$5.59M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10KNew |
$642K - $705K
|
10K
$736K
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
9.01K+ 29.45% |
$576K - $632K
|
39.6K
$2.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
8.31K+ 592.44% |
$531K - $583K
|
9.72K
$712K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
7.5K+ 34.04% |
$479K - $527K
|
29.5K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.71KNew |
$429K - $471K
|
6.71K
$492K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.52KNew |
$417K - $457K
|
6.52K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.04K+ 64.34% |
$386K - $424K
|
15.4K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
5.99K+ 10.72% |
$383K - $420K
|
61.9K
$4.53M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.23K+ 33.52% |
$334K - $367K
|
20.8K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
5.01KNew |
$320K - $351K
|
5.01K
$367K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
4.87KNew |
$311K - $342K
|
4.87K
$357K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.18K+ 11.24% |
$267K - $293K
|
41.3K
$3.03M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.75K+ 5.67% |
$240K - $263K
|
69.8K
$5.12M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3.68K+ 121.99% |
$235K - $259K
|
6.7K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.34KNew |
$213K - $234K
|
3.34K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
3.25KNew |
$207K - $228K
|
3.25K
$238K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.76K+ 9.99% |
$177K - $194K
|
30.4K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.5K+ 100.0% |
$160K - $176K
|
5K
$367K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.47K+ 28.27% |
$158K - $174K
|
11.2K
$822K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.8K+ 5.8% |
$115K - $126K
|
32.8K
$2.41M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.59K+ 7.12% |
$102K - $112K
|
23.9K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.57K+ 3.83% |
$101K - $110K
|
42.6K
$3.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.54K+ 19.69% |
$98.4K - $108K
|
9.35K
$685K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.51K+ 10.92% |
$96.6K - $106K
|
15.4K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
1.45K+ 15.31% |
$92.3K - $101K
|
10.9K
$798K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.4K+ 13.64% |
$89.3K - $98.1K
|
11.6K
$852K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.28K+ 7.91% |
$81.7K - $89.8K
|
17.4K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.27K+ 13.47% |
$81K - $89K
|
10.7K
$783K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.02KNew |
$65.1K - $71.5K
|
1.02K
$74.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
894New |
$57.1K - $62.7K
|
894
$65.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
870+ 15.34% |
$55.6K - $61.1K
|
6.54K
$479K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
703+ 13.75% |
$44.9K - $49.3K
|
5.82K
$426K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
682+ 4.12% |
$43.6K - $47.9K
|
17.2K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
668+ 6.73% |
$42.7K - $46.9K
|
10.6K
$776K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
597+ 119.4% |
$38.2K - $41.9K
|
1.1K
$80.4K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
584+ 13.22% |
$37.3K - $41K
|
5K
$366K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
513+ 2.32% |
$32.8K - $36K
|
22.6K
$1.66M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
479+ 4.33% |
$30.6K - $33.6K
|
11.5K
$846K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
440+ 2.15% |
$28.1K - $30.9K
|
20.9K
$1.53M
|