Purchases and Sales Made in Q2 2025 in Ishares Esg Advanced Msci Eafe (DMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.08K+ 40.3% |
$64.9K - $81.1K
|
3.77K
$289K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.02KNew |
$61.4K - $76.7K
|
1.02K
$78.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
979+ 2.3% |
$58.7K - $73.3K
|
43.6K
$3.35M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
928+ 61.34% |
$55.7K - $69.5K
|
2.44K
$187K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
905New |
$54.3K - $67.8K
|
905
$69.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
880+ 2.47% |
$52.8K - $65.9K
|
36.4K
$2.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
748+ 6.48% |
$44.9K - $56K
|
12.3K
$944K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
742+ 2.61% |
$44.5K - $55.6K
|
29.1K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
708+ 21.22% |
$42.5K - $53K
|
4.05K
$311K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
691+ 7.85% |
$41.4K - $51.8K
|
9.5K
$729K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
662+ 47.63% |
$39.7K - $49.6K
|
2.05K
$158K
|
|
|
Aug 14, 2025
Q2 2025
|
Humankind Investments LLC
|
BUY
|
- |
639+ 19.69% |
$38.3K - $47.9K
|
3.88K
$298K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
632+ 68.32% |
$37.9K - $47.3K
|
1.56K
$120K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
516+ 1.57% |
$30.9K - $38.7K
|
33.4K
$2.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
515New |
$30.9K - $38.6K
|
515
$39.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
485+ 1.57% |
$29.1K - $36.3K
|
31.3K
$2.41M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
394+ 6.57% |
$23.6K - $29.5K
|
6.39K
$490K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
380+ 2.12% |
$22.8K - $28.5K
|
18.3K
$1.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
269+ 0.98% |
$16.1K - $20.2K
|
27.7K
$2.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
255New |
$15.3K - $19.1K
|
255
$19.6K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
254New |
$15.2K - $19K
|
254
$19.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
227+ 1.09% |
$13.6K - $17K
|
21.1K
$1.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
200+ 5.88% |
$12K - $15K
|
3.6K
$276K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
195+ 2.93% |
$11.7K - $14.6K
|
6.84K
$525K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
180+ 1.68% |
$10.8K - $13.5K
|
10.9K
$836K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
174+ 1.13% |
$10.4K - $13K
|
15.6K
$1.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
165+ 35.11% |
$9.9K - $12.4K
|
635
$48.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
163+ 0.57% |
$9.78K - $12.2K
|
28.9K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
138New |
$8.28K - $10.3K
|
138
$10.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
117+ 3.29% |
$7.02K - $8.77K
|
3.67K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
96+ 1.23% |
$5.76K - $7.19K
|
7.88K
$605K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
96+ 0.24% |
$5.76K - $7.19K
|
39.6K
$3.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
95+ 3.74% |
$5.7K - $7.12K
|
2.64K
$203K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
88New |
$5.28K - $6.59K
|
88
$6.76K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
81+ 1.01% |
$4.86K - $6.07K
|
8.1K
$622K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
70+ 1.01% |
$4.2K - $5.24K
|
7.03K
$540K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
65New |
$3.9K - $4.87K
|
65
$4.99K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
54+ 4.82% |
$3.24K - $4.05K
|
1.18K
$90.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
46+ 0.26% |
$2.76K - $3.45K
|
17.4K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
46+ 0.48% |
$2.76K - $3.45K
|
9.73K
$747K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34+ 0.55% |
$2.04K - $2.55K
|
6.25K
$480K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
29New |
$1.74K - $2.17K
|
29
$2.23K
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
28+ 0.25% |
$1.68K - $2.1K
|
11.1K
$850K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
9+ 0.02% |
$540 - $674
|
42K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5+ 20.0% |
$300 - $375
|
30
$2.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4+ 0.19% |
$240 - $300
|
2.11K
$162K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.09% |
$180 - $225
|
3.36K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1- 0.64% |
$60 - $74.9
|
155
$11.9K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-3- 0.1% |
$180 - $225
|
3.12K
$239K
|