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 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-8- 3.96% |
$480 - $599
|
194
$14.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-9- 0.25% |
$540 - $674
|
3.58K
$275K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-11- 4.26% |
$660 - $824
|
247
$19K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-15- 0.25% |
$900 - $1.12K
|
5.93K
$455K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-15- 1.18% |
$900 - $1.12K
|
1.26K
$96.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-21- 0.57% |
$1.26K - $1.57K
|
3.69K
$284K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-23- 0.87% |
$1.38K - $1.72K
|
2.61K
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-26- 1.07% |
$1.56K - $1.95K
|
2.41K
$185K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-32- 0.97% |
$1.92K - $2.4K
|
3.26K
$250K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-37- 0.32% |
$2.22K - $2.77K
|
11.5K
$885K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-38- 0.32% |
$2.28K - $2.85K
|
11.7K
$895K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-49- 31.61% |
$2.94K - $3.67K
|
106
$8.14K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-50- 11.06% |
$3K - $3.75K
|
402
$30.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-57- 1.43% |
$3.42K - $4.27K
|
3.93K
$302K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-64- 1.62% |
$3.84K - $4.79K
|
3.89K
$298K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-68- 1.4% |
$4.08K - $5.09K
|
4.8K
$369K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-79- 0.82% |
$4.74K - $5.92K
|
9.5K
$730K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-81- 6.42% |
$4.86K - $6.07K
|
1.18K
$90.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-108- 3.17% |
$6.48K - $8.09K
|
3.3K
$253K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-115- 4.26% |
$6.9K - $8.62K
|
2.59K
$198K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-117- 1.79% |
$7.02K - $8.77K
|
6.42K
$493K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-117- 1.49% |
$7.02K - $8.77K
|
7.75K
$595K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-120- 0.69% |
$7.2K - $8.99K
|
17.3K
$1.33M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-122- 1.98% |
$7.32K - $9.14K
|
6.03K
$463K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-126- 9.33% |
$7.56K - $9.44K
|
1.22K
$94K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-127- 3.08% |
$7.62K - $9.51K
|
4K
$307K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-147- 1.91% |
$8.82K - $11K
|
7.56K
$580K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-149- 1.62% |
$8.94K - $11.2K
|
9.08K
$697K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-157- 2.61% |
$9.42K - $11.8K
|
5.87K
$450K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-182- 3.64% |
$10.9K - $13.6K
|
4.82K
$370K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-183- 1.96% |
$11K - $13.7K
|
9.17K
$704K
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-210- 3.9% |
$12.6K - $15.7K
|
5.18K
$397K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-216- 24.16% |
$13K - $16.2K
|
678
$52.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-221- 6.63% |
$13.3K - $16.6K
|
3.11K
$239K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-246- 1.19% |
$14.8K - $18.4K
|
20.4K
$1.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-273- 12.94% |
$16.4K - $20.5K
|
1.84K
$141K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-286- 35.66% |
$17.2K - $21.4K
|
516
$39.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-305- 6.09% |
$18.3K - $22.9K
|
4.7K
$361K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-335- 8.27% |
$20.1K - $25.1K
|
3.71K
$285K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-339- 4.77% |
$20.3K - $25.4K
|
6.76K
$519K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-344- 6.4% |
$20.6K - $25.8K
|
5.03K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-346- 5.16% |
$20.8K - $25.9K
|
6.36K
$488K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-353- 5.96% |
$21.2K - $26.4K
|
5.57K
$428K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-378- 8.76% |
$22.7K - $28.3K
|
3.94K
$302K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-416- 8.31% |
$25K - $31.2K
|
4.59K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-434- 6.39% |
$26K - $32.5K
|
6.36K
$488K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-444- 0.19% |
$26.6K - $33.3K
|
231K
$17.8M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-472- 4.6% |
$28.3K - $35.4K
|
9.8K
$752K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-484- 12.22% |
$29K - $36.3K
|
3.48K
$267K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-524- 6.27% |
$31.4K - $39.3K
|
7.83K
$601K
|