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 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
BUY
|
- |
426+ 3.32% |
$27.2K - $29.9K
|
13.3K
$972K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
387+ 5.63% |
$24.7K - $27.2K
|
7.26K
$532K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
384+ 11.64% |
$24.5K - $27K
|
3.68K
$270K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
345+ 9.25% |
$22K - $24.2K
|
4.08K
$299K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
240New |
$15.3K - $16.8K
|
240
$17.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
238+ 0.56% |
$15.2K - $16.7K
|
42.5K
$3.12M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
221+ 6.5% |
$14.1K - $15.5K
|
3.62K
$265K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
210+ 0.74% |
$13.4K - $14.7K
|
28.8K
$2.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
200+ 2.56% |
$12.8K - $14K
|
8.02K
$587K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
200+ 6.25% |
$12.8K - $14K
|
3.4K
$249K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
185+ 3.57% |
$11.8K - $13K
|
5.37K
$394K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
178+ 1.04% |
$11.4K - $12.5K
|
17.4K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
170+ 2.9% |
$10.9K - $11.9K
|
6.02K
$441K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
160+ 8.23% |
$10.2K - $11.2K
|
2.1K
$154K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
150+ 13.45% |
$9.59K - $10.5K
|
1.27K
$92.7K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
140New |
$8.95K - $9.83K
|
140
$10.3K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
130New |
$8.31K - $9.12K
|
130
$9.52K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
92+ 1.37% |
$5.88K - $6.46K
|
6.79K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
72+ 1.67% |
$4.6K - $5.05K
|
4.39K
$322K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
44+ 0.41% |
$2.81K - $3.09K
|
10.7K
$785K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
25+ 0.06% |
$1.6K - $1.75K
|
42K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
25New |
$1.6K - $1.75K
|
25
$1.83K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1+ 0.01% |
$63.9 - $70.2
|
13.4K
$978K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-10- 1.96% |
$639 - $702
|
500
$36.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 73.17% |
$1.92K - $2.11K
|
11
$806
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37- 0.61% |
$2.36K - $2.6K
|
5.99K
$439K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-48- 2.23% |
$3.07K - $3.37K
|
2.11K
$155K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-50- 1.28% |
$3.2K - $3.51K
|
3.85K
$282K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-55- 26.19% |
$3.52K - $3.86K
|
155
$11.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-67- 30.59% |
$4.28K - $4.7K
|
152
$11.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-110- 4.01% |
$7.03K - $7.72K
|
2.64K
$193K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-134- 34.99% |
$8.56K - $9.41K
|
249
$18.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-149- 1.33% |
$9.52K - $10.5K
|
11K
$809K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-149- 36.61% |
$9.52K - $10.5K
|
258
$18.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-151- 1.4% |
$9.65K - $10.6K
|
10.7K
$780K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-157- 2.46% |
$10K - $11K
|
6.22K
$455K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-158- 2.18% |
$10.1K - $11.1K
|
7.1K
$520K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-161- 38.33% |
$10.3K - $11.3K
|
259
$19K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-165- 44.96% |
$10.5K - $11.6K
|
202
$14.8K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-178- 4.01% |
$11.4K - $12.5K
|
4.26K
$312K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-234- 7.98% |
$15K - $16.4K
|
2.7K
$198K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-258- 6.13% |
$16.5K - $18.1K
|
3.95K
$289K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-288- 15.99% |
$18.4K - $20.2K
|
1.51K
$111K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-395- 46.64% |
$25.2K - $27.7K
|
452
$33.1K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-396- 8.41% |
$25.3K - $27.8K
|
4.32K
$316K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-513- 44.69% |
$32.8K - $36K
|
635
$46.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-536- 12.99% |
$34.3K - $37.6K
|
3.59K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-626- 80.05% |
$40K - $43.9K
|
156
$11.4K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-652- 6.31% |
$41.7K - $45.8K
|
9.68K
$709K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-689- 2.14% |
$44K - $48.4K
|
31.4K
$2.3M
|