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 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-567- 6.17% |
$34K - $42.5K
|
8.62K
$662K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-606- 55.24% |
$36.3K - $45.4K
|
491
$37.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-637- 17.58% |
$38.2K - $47.7K
|
2.99K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-672- 12.97% |
$40.3K - $50.3K
|
4.51K
$346K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-695- 7.06% |
$41.7K - $52.1K
|
9.16K
$703K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-718- 19.49% |
$43.1K - $53.8K
|
2.97K
$228K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
SELL
|
- |
-721- 0.95% |
$43.2K - $54K
|
75.5K
$5.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-841- 4.88% |
$50.4K - $63K
|
16.4K
$1.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-851- 7.31% |
$51K - $63.8K
|
10.8K
$828K
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-855- 8.03% |
$51.3K - $64.1K
|
9.8K
$752K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-867- 1.95% |
$52K - $65K
|
43.6K
$3.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-897- 4.09% |
$53.8K - $67.2K
|
21K
$1.62M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-937- 2.98% |
$56.2K - $70.2K
|
30.5K
$2.34M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-985- 2.53% |
$59.1K - $73.8K
|
38K
$2.92M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-998- 98.04% |
$59.9K - $74.8K
|
20
$1.54K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-1.2K- 5.46% |
$72.2K - $90.2K
|
20.8K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.25K- 5.23% |
$75K - $93.7K
|
22.7K
$1.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.36K- 7.14% |
$81.8K - $102K
|
17.7K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.47K- 6.64% |
$87.9K - $110K
|
20.6K
$1.58M
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.49K- 7.01% |
$89.4K - $112K
|
19.8K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.82K- 13.6% |
$109K - $136K
|
11.5K
$886K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.82K- 2.09% |
$109K - $136K
|
85.3K
$6.55M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.86K- 2.66% |
$111K - $139K
|
68K
$5.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.95K- 33.51% |
$117K - $146K
|
3.87K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2K- 6.21% |
$120K - $150K
|
30.2K
$2.32M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.32K- 12.48% |
$139K - $174K
|
16.3K
$1.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.5K- 50.0% |
$150K - $187K
|
2.5K
$192K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-2.67K- 9.52% |
$160K - $200K
|
25.3K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.14K- 15.98% |
$188K - $235K
|
16.5K
$1.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-3.81K- 9.22% |
$229K - $286K
|
37.5K
$2.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-4.39K- 6.73% |
$263K - $329K
|
60.9K
$4.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-10.3K- 58.76% |
$616K - $769K
|
7.21K
$553K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-11.5K- 50.6% |
$687K - $858K
|
11.2K
$858K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-11.6K- 38.23% |
$697K - $871K
|
18.8K
$1.44M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-21.5K- 2.85% |
$1.29M - $1.61M
|
731K
$56.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25K- 90.05% |
$1.5M - $1.87M
|
2.76K
$212K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.8K- 2.07% |
$1.85M - $2.31M
|
1.46M
$112M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-36.5K- 10.82% |
$2.19M - $2.74M
|
301K
$23.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-39.6K- 34.53% |
$2.38M - $2.97M
|
75.1K
$5.77M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-69.5K- 73.46% |
$4.17M - $5.21M
|
25.1K
$1.93M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-69.5K- 73.46% |
$4.17M - $5.21M
|
25.1K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-71.3K- 39.68% |
$4.27M - $5.34M
|
108K
$8.32M
|