Purchases and Sales Made in Q3 2022 in Ishares Esg Advanced Msci Eafe (DMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
112KNew |
$5.18M - $6.28M
|
112K
$7.6M
|
|
Oct 05, 2022
Q3 2022
|
Impac Tfolio, LLC
|
BUY
|
- |
106KNew |
$4.89M - $5.92M
|
106K
$7.17M
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
90.7KNew |
$4.19M - $5.08M
|
90.7K
$6.16M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
58.1K+ 84.35% |
$2.69M - $3.26M
|
127K
$8.62M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
58.1K+ 84.35% |
$2.69M - $3.26M
|
127K
$8.62M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35.5KNew |
$1.64M - $1.99M
|
35.5K
$2.41M
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
30.2K+ 24.48% |
$1.39M - $1.69M
|
153K
$10.4M
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28.5K+ 118.62% |
$1.32M - $1.6M
|
52.6K
$3.57M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.2K+ 1.13% |
$1.12M - $1.36M
|
2.16M
$147M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
21K+ 2.08% |
$971K - $1.18M
|
1.03M
$69.8M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
12.8K+ 26.15% |
$591K - $716K
|
61.6K
$4.18M
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
12.4K+ 43.81% |
$571K - $692K
|
40.5K
$2.75M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.2KNew |
$469K - $569K
|
10.2K
$689K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
7.45K+ 5.62% |
$344K - $417K
|
140K
$9.49M
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
6.54K+ 73.28% |
$302K - $367K
|
15.5K
$1.05M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
6.28K+ 316.58% |
$290K - $352K
|
8.27K
$561K
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
5.2KNew |
$241K - $292K
|
5.2K
$353K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.04K+ 13.53% |
$233K - $282K
|
42.3K
$2.87M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.79K+ 4.94% |
$221K - $268K
|
102K
$6.9M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.71K+ 47.66% |
$218K - $264K
|
14.6K
$990K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
4.53K+ 77.75% |
$209K - $254K
|
10.4K
$703K
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
4.45K+ 17.3% |
$206K - $249K
|
30.2K
$2.05M
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
BUY
|
- |
4.42KNew |
$204K - $248K
|
4.42K
$300K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
3.99K+ 22.64% |
$184K - $223K
|
21.6K
$1.47M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.78K+ 19.77% |
$175K - $212K
|
22.9K
$1.56M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.9K+ 15.91% |
$134K - $162K
|
21.1K
$1.43M
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.77K+ 21.23% |
$128K - $155K
|
15.8K
$1.07M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.57KNew |
$119K - $144K
|
2.57K
$175K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.32K+ 76.67% |
$107K - $130K
|
5.35K
$363K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.31K+ 16.75% |
$107K - $129K
|
16.1K
$1.09M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.24K+ 425.48% |
$103K - $125K
|
2.76K
$188K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.11K+ 16.37% |
$97.5K - $118K
|
15K
$1.02M
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.76K+ 4.66% |
$81.2K - $98.5K
|
39.5K
$2.68M
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.66KNew |
$76.9K - $93.3K
|
1.66K
$113K
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.65K+ 22.61% |
$76.2K - $92.3K
|
8.93K
$606K
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.58K+ 24.0% |
$73K - $88.5K
|
8.16K
$554K
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.53K+ 25.34% |
$70.7K - $85.6K
|
7.56K
$513K
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.5K+ 33.62% |
$69.2K - $83.9K
|
5.95K
$404K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.44K+ 21.36% |
$66.6K - $80.7K
|
8.18K
$555K
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.31K+ 23.94% |
$60.3K - $73.1K
|
6.76K
$458K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.25K+ 14.05% |
$57.9K - $70.2K
|
10.2K
$690K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
893+ 24.4% |
$41.3K - $50K
|
4.55K
$309K
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
886+ 10.93% |
$41K - $49.7K
|
9K
$610K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
881New |
$40.7K - $49.4K
|
881
$59.8K
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
817+ 6.96% |
$37.8K - $45.8K
|
12.6K
$852K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
768+ 4.64% |
$35.5K - $43K
|
17.3K
$1.17M
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
759+ 3.66% |
$35.1K - $42.5K
|
21.5K
$1.46M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
727+ 2.34% |
$33.6K - $40.7K
|
31.7K
$2.15M
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
726+ 12.69% |
$33.6K - $40.7K
|
6.45K
$437K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
672+ 102.6% |
$31.1K - $37.7K
|
1.33K
$90.1K
|