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 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-792- 19.2% |
$50.6K - $55.6K
|
3.33K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-827- 42.24% |
$52.9K - $58K
|
1.13K
$82.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-845- 21.64% |
$54K - $59.3K
|
3.06K
$224K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-850- 3.85% |
$54.3K - $59.7K
|
21.2K
$1.56M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-895- 41.49% |
$57.2K - $62.8K
|
1.26K
$92.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-903- 3.94% |
$57.7K - $63.4K
|
22K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-925- 10.63% |
$59.1K - $64.9K
|
7.78K
$570K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-1.02K- 16.5% |
$65.4K - $71.9K
|
5.18K
$380K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.07K- 1.52% |
$68.3K - $75K
|
69K
$5.06M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.12K- 10.86% |
$71.5K - $78.5K
|
9.19K
$673K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.12K- 21.71% |
$71.8K - $78.8K
|
4.05K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.13K- 30.82% |
$72.4K - $79.5K
|
2.54K
$186K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.3K- 34.9% |
$83.3K - $91.5K
|
2.43K
$178K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.31K- 50.6% |
$83.5K - $91.7K
|
1.28K
$93.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 6.19% |
$86.9K - $95.4K
|
20.6K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.39K- 28.31% |
$88.6K - $97.4K
|
3.51K
$257K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.43K- 22.24% |
$91.5K - $101K
|
5.01K
$367K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.6K- 0.68% |
$102K - $112K
|
232K
$17M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.83K- 40.53% |
$117K - $128K
|
2.69K
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
SELL
|
- |
-1.85K- 6.18% |
$118K - $130K
|
28K
$2.05M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.9K- 17.08% |
$121K - $133K
|
9.22K
$676K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.92K- 36.82% |
$122K - $134K
|
3.29K
$241K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.98K- 35.83% |
$127K - $139K
|
3.55K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.01K- 33.53% |
$129K - $141K
|
3.99K
$292K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.17K- 35.37% |
$138K - $152K
|
3.96K
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.18K- 17.54% |
$140K - $153K
|
10.3K
$752K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.21K- 20.07% |
$141K - $155K
|
8.81K
$645K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-2.26K- 27.59% |
$144K - $158K
|
5.93K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.31K- 7.76% |
$148K - $162K
|
27.4K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.36K- 28.43% |
$151K - $166K
|
5.94K
$435K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-2.58K- 45.22% |
$165K - $181K
|
3.12K
$229K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.61K- 25.28% |
$167K - $183K
|
7.71K
$565K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.68K- 32.82% |
$171K - $188K
|
5.49K
$402K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.69K- 22.37% |
$172K - $189K
|
9.35K
$685K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.71K- 30.55% |
$173K - $190K
|
6.16K
$451K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-2.87K- 43.54% |
$183K - $201K
|
3.72K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.14K- 47.92% |
$200K - $220K
|
3.41K
$250K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-3.29K- 3.24% |
$210K - $231K
|
98.3K
$7.2M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.62K- 31.54% |
$232K - $254K
|
7.86K
$576K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.66K- 30.45% |
$234K - $257K
|
8.36K
$612K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-4.08K- 38.05% |
$261K - $287K
|
6.65K
$487K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.18K- 50.32% |
$267K - $293K
|
4.13K
$302K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.47K- 27.87% |
$286K - $314K
|
11.6K
$847K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-5.25K- 38.52% |
$336K - $369K
|
8.38K
$614K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.62K- 36.95% |
$359K - $394K
|
9.58K
$702K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.85K- 9.67% |
$374K - $411K
|
54.7K
$4M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.18K- 34.59% |
$395K - $434K
|
11.7K
$857K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.66K- 3.39% |
$425K - $467K
|
190K
$13.9M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-6.88K- 9.54% |
$440K - $483K
|
65.3K
$4.78M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.69KClosed |
$491K - $540K
|
0
$0
|