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 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.05K- 15.32% |
$514K - $565K
|
44.5K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.42K- 33.04% |
$602K - $661K
|
19.1K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.97K- 30.87% |
$637K - $700K
|
22.3K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.9K- 36.89% |
$694K - $762K
|
18.6K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.6K- 28.97% |
$740K - $813K
|
28.4K
$2.08M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.5K- 9.83% |
$799K - $877K
|
115K
$8.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-12.7K- 41.5% |
$813K - $893K
|
17.9K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-13.5K- 38.01% |
$860K - $944K
|
21.9K
$1.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.5K- 32.23% |
$862K - $947K
|
28.4K
$2.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-14.2K- 34.16% |
$909K - $998K
|
27.4K
$2.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.7K- 44.4% |
$937K - $1.03M
|
18.4K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15.3K- 98.66% |
$978K - $1.07M
|
208
$15.2K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.4K- 44.08% |
$1.11M - $1.22M
|
22.1K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-18.5K- 34.27% |
$1.19M - $1.3M
|
35.6K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18.8K- 32.51% |
$1.2M - $1.32M
|
39K
$2.86M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.3K- 41.7% |
$1.49M - $1.64M
|
32.6K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-23.4K- 19.82% |
$1.5M - $1.64M
|
94.6K
$6.93M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.1K- 48.5% |
$1.67M - $1.83M
|
27.7K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-27K- 3.47% |
$1.73M - $1.9M
|
753K
$55.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-34.1K- 24.16% |
$2.18M - $2.4M
|
107K
$7.85M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-39K- 30.95% |
$2.49M - $2.74M
|
87.1K
$6.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-71.3K- 33.99% |
$4.56M - $5.01M
|
139K
$10.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-85.8K- 29.18% |
$5.48M - $6.02M
|
208K
$15.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-117K- 27.41% |
$7.45M - $8.18M
|
309K
$22.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-354K- 51.17% |
$22.6M - $24.8M
|
337K
$24.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-831K- 35.8% |
$53.1M - $58.3M
|
1.49M
$109M
|