Purchases and Sales Made in Q2 2021 in Ishares Esg Advanced Msci Eafe (DMXF)

This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF) during Q2 2021. 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
Aug 04, 2021 Q2 2021	Envestnet Asset Management Inc	BUY	-	312K + 34.85%	$20.5M - $21.7M	1.21M $81.9M
Aug 13, 2021 Q2 2021	Old Mission Capital LLC	BUY	-	72.1K New	$4.74M - $5.03M	72.1K $4.89M
Jul 17, 2024 Q2 2021	Kelly Financial Services LLC Braintree, MA	BUY	-	41.8K + 50936.59%	$2.75M - $2.91M	41.9K $2.84M
Aug 06, 2021 Q2 2021	High Tower Advisors, LLC Chicago, IL	BUY	-	30.4K New	$2M - $2.12M	30.4K $2.07M
Aug 02, 2021 Q2 2021	Advisor Group Holdings, Inc. Phoenix, AZ	BUY	-	24.3K + 26.51%	$1.6M - $1.69M	116K $7.87M
Aug 13, 2021 Q2 2021	55 I, LLC Boston, MA	BUY	-	20.1K + 59.41%	$1.32M - $1.4M	54K $3.67M
Aug 05, 2021 Q2 2021	Park Avenue Securities LLC	BUY	-	17.4K + 37.07%	$1.15M - $1.21M	64.4K $4.37M
Aug 10, 2021 Q2 2021	Walkner Condon Financial Advisors LLC	BUY	-	17K + 280.46%	$1.12M - $1.18M	23K $1.56M
Jul 21, 2021 Q2 2021	Compton Wealth Advisory Group, LLC	BUY	-	11.2K New	$737K - $780K	11.2K $760K
Aug 13, 2021 Q2 2021	Mml Investors Services, LLC Springfield, MA	BUY	-	11.1K + 29.71%	$729K - $772K	48.4K $3.28M
Aug 11, 2021 Q2 2021	Equitable Holdings, Inc. New York, NY	BUY	-	10.3K New	$679K - $719K	10.3K $700K
Aug 13, 2021 Q2 2021	Cetera Investment Advisers Schaumburg, IL	BUY	-	8.68K New	$571K - $605K	8.68K $589K
Aug 16, 2021 Q2 2021	Royal Bank Of Canada Toronto, A6	BUY	-	7.61K New	$501K - $531K	7.61K $517K
Aug 13, 2021 Q2 2021	Resolute Advisors LLC	BUY	-	7.5K New	$493K - $523K	7.5K $509K
Aug 11, 2021 Q2 2021	Raymond James Financial Services Advisors, Inc. St. Petersburg, FL	BUY	-	7.41K New	$487K - $516K	7.41K $503K
Aug 16, 2021 Q2 2021	Wealth Alliance Mellville, NY	BUY	-	6.96K New	$458K - $485K	6.96K $472K
Jul 27, 2021 Q2 2021	Leonard Rickey Investment Advisors P.L.L.C.	BUY	-	6.79K New	$447K - $473K	6.79K $461K
Aug 16, 2021 Q2 2021	Coldstream Capital Management Inc	BUY	-	6.29K New	$414K - $438K	6.29K $427K
Aug 11, 2021 Q2 2021	Commonwealth Equity Services, LLC	BUY	-	6.02K New	$396K - $419K	6.02K $408K
Aug 16, 2021 Q2 2021	Hrt Financial LP New York, NY	BUY	-	5.73K New	$377K - $399K	5.73K $389K
Sep 24, 2021 Q2 2021	Thrivent Financial For Lutherans Minneapolis, MN	BUY	-	5.62K New	$370K - $392K	5.62K $381K
Aug 16, 2021 Q2 2021	One Wealth Advisors, LLC San Francisco, CA	BUY	-	5.49K + 43.02%	$361K - $382K	18.2K $1.24M
Aug 13, 2021 Q2 2021	Liberty Wealth Management LLC Oakland, CA	BUY	-	4.99K New	$328K - $347K	4.99K $338K
Jul 22, 2021 Q2 2021	Capital Cs Group, LLC	BUY	-	4.85K New	$319K - $338K	4.85K $329K
Aug 13, 2021 Q2 2021	Lpl Financial LLC Fort Mill, SC	BUY	-	4.6K + 50.9%	$303K - $321K	13.6K $926K
Aug 09, 2021 Q2 2021	Regal Investment Advisors LLC Kentwood, MI	BUY	-	4.31K New	$283K - $300K	4.31K $292K
Jul 28, 2021 Q2 2021	Kestra Advisory Services, LLC	BUY	-	4.24K New	$279K - $295K	4.24K $288K
Aug 10, 2021 Q2 2021	Sig Fig Wealth Management, LLC San Francisco, CA	BUY	-	4.15K New	$273K - $289K	4.15K $281K
Aug 10, 2021 Q2 2021	Cambridge Investment Research Advisors, Inc.	BUY	-	4.13K New	$272K - $288K	4.13K $281K
Aug 16, 2021 Q2 2021	Wealthcare Advisory Partners LLC West Chester, PA	BUY	-	4K New	$263K - $279K	4K $271K
Aug 10, 2021 Q2 2021	Betterment LLC New York, NY	BUY	-	3.91K New	$257K - $273K	3.91K $265K
Aug 13, 2021 Q2 2021	Financial Advisors, LLC Andover, MA	BUY	-	3.83K New	$252K - $267K	3.83K $260K
Nov 18, 2021 Q2 2021	Wealthsource Partners, LLC	BUY	-	3.82K + 23.99%	$251K - $266K	19.7K $1.34M
Aug 13, 2021 Q2 2021	Integrated Wealth Concepts LLC	BUY	-	3.67K New	$241K - $255K	3.67K $249K
Aug 12, 2021 Q2 2021	Strategic Blueprint, LLC Atlanta, GA	BUY	-	3.6K New	$237K - $251K	3.6K $244K
Jul 21, 2021 Q2 2021	Ae Wealth Management LLC	BUY	-	3.38K New	$222K - $235K	3.38K $229K
Aug 13, 2021 Q2 2021	Castle Rock Wealth Management, LLC	BUY	-	2.91K New	$192K - $203K	2.91K $198K
Jul 30, 2021 Q2 2021	Accredited Investors Inc.	BUY	-	2.81K + 44.73%	$185K - $196K	9.1K $617K
Aug 03, 2021 Q2 2021	Tru Independence LLC	BUY	-	2.72K New	$179K - $189K	2.72K $184K
Aug 16, 2021 Q2 2021	Prudential Financial Inc Newark, NJ	BUY	-	2.51K + 25.78%	$165K - $175K	12.2K $830K
Aug 13, 2021 Q2 2021	Ubs Group Ag	BUY	-	2.23K New	$147K - $155K	2.23K $151K
Jul 29, 2021 Q2 2021	Jmg Financial Group, Ltd.	BUY	-	2.17K + 44.21%	$143K - $151K	7.08K $480K
Aug 12, 2021 Q2 2021	Advisory Services Network, LLC	BUY	-	1.84K New	$121K - $128K	1.84K $125K
Jul 20, 2021 Q2 2021	Horst & Graben Wealth Management LLC	BUY	-	1.64K + 11.67%	$108K - $114K	15.7K $1.07M
Jul 30, 2021 Q2 2021	Patriot Financial Group Insurance Agency, LLC	BUY	-	1.17K + 24.77%	$77.1K - $81.7K	5.91K $401K
Aug 16, 2021 Q2 2021	Captrust Financial Advisors Raleigh, NC	BUY	-	1.16K New	$76K - $80.5K	1.16K $78.4K
Jul 28, 2021 Q2 2021	Klaas Financial Asset Advisors, LLC Loves Park, IL	BUY	-	1.03K + 261.83%	$67.7K - $71.7K	1.42K $96.5K
Aug 03, 2021 Q2 2021	Opes Wealth Management LLC Menlo Park, CA	BUY	-	970 + 28.87%	$63.8K - $67.6K	4.33K $294K
Jul 19, 2021 Q2 2021	Sargent Bickham Lagudis LLC	BUY	-	907 New	$59.7K - $63.2K	907 $61.6K
Sep 13, 2021 Q2 2021	Bank Of America Corp Charlotte, NC	BUY	-	791 New	$52K - $55.1K	791 $53.7K

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Account

Purchases and Sales Made in Q2 2021 in Ishares Esg Advanced Msci Eafe (DMXF)

312K

72.1K

41.8K

30.4K

24.3K

20.1K

17.4K

17K

11.2K

11.1K

10.3K

8.68K

7.61K

7.5K

7.41K

6.96K

6.79K

6.29K

6.02K

5.73K

5.62K

5.49K

4.99K

4.85K

4.6K

4.31K

4.24K

4.15K

4.13K

4K

3.91K

3.83K

3.82K

3.67K

3.6K

3.38K

2.91K

2.81K

2.72K

2.51K

2.23K

2.17K

1.84K

1.64K

1.17K

1.16K

1.03K

970

907

791

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Institutional Portfolio Updates

Insider Trading

News