Purchases and Sales Made in Q3 2022 in Ishares Esg Advanced Msci Eafe (DMXF)

DMXF Quotes by TradingView

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
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
652
+ 12.29%
$30.1K - $36.5K
5.96K $404K
Nov 14, 2022 Q3 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
612
+ 7.37%
$28.3K - $34.3K
8.91K $605K
Nov 08, 2022 Q3 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
576
+ 8.9%
$26.6K - $32.3K
7.05K $478K
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
548
+ 12.64%
$25.3K - $30.7K
4.88K $331K
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
492
+ 1.61%
$22.8K - $27.6K
31K $2.11M
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
416
New
$19.2K - $23.3K
416 $28.2K
Nov 15, 2022 Q3 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
381
+ 5.54%
$17.6K - $21.4K
7.26K $493K
Nov 04, 2022 Q3 2022
Tortoise Investment Management, LLC

BUY
 -
275
+ 141.03%
$12.7K - $15.4K
470 $31.9K
Nov 14, 2022 Q3 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
206
+ 1.42%
$9.53K - $11.5K
14.7K $998K
Oct 07, 2022 Q3 2022
Soa Wealth Advisors, Llc.

BUY
 -
203
+ 41.94%
$9.39K - $11.4K
687 $46.6K
Nov 14, 2022 Q3 2022
Richard Bernstein Advisors LLC

BUY
 -
193
+ 2.74%
$8.92K - $10.8K
7.23K $491K
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
148
+ 20.22%
$6.84K - $8.29K
880 $59.7K
Oct 31, 2022 Q3 2022
Financial Connections Group, Inc.

BUY
 -
133
+ 0.25%
$6.15K - $7.45K
54.3K $3.68M
Nov 10, 2022 Q3 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
122
+ 26.7%
$5.64K - $6.84K
579 $39.3K
Oct 28, 2022 Q3 2022
Austin Private Wealth, LLC

BUY
 -
117
+ 1.1%
$5.41K - $6.56K
10.7K $729K
Oct 18, 2022 Q3 2022
Clearview Wealth Advisors LLC

BUY
 -
85
+ 23.74%
$3.93K - $4.76K
443 $30.1K
Oct 25, 2022 Q3 2022
Crestone Asset Management LLC

BUY
 -
83
+ 0.61%
$3.84K - $4.65K
13.6K $925K
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
48
New
$2.22K - $2.69K
48 $3.26K
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

BUY
 -
46
+ 1.65%
$2.13K - $2.58K
2.83K $192K
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
28
+ 0.02%
$1.29K - $1.57K
179K $12.1M
Nov 10, 2022 Q3 2022
Lindbrook Capital, LLC

BUY
 -
20
New
$925 - $1.12K
20 $1.36K
Apr 04, 2024 Q3 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
20
+ 12.35%
$925 - $1.12K
182 $12.4K
Oct 31, 2022 Q3 2022
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
17
+ 0.18%
$786 - $953
9.25K $628K
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
15
New
$694 - $841
15 $1.02K
Nov 09, 2022 Q3 2022
3 D/L Capital Management, LLC

BUY
 -
13
+ 0.2%
$601 - $729
6.55K $444K
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
12
New
$555 - $672
12 $814
May 15, 2024 Q3 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
2
+ 1.5%
$92.5 - $112
135 $9.16K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

SELL
 -
-7
- 0.23%
$324 - $392
3.06K $207K
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

SELL
 -
-9
- 0.1%
$416 - $504
9.46K $642K
Nov 09, 2022 Q3 2022
First Horizon Advisors, Inc.

SELL
 -
-15
- 0.2%
$694 - $841
7.34K $498K
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

SELL
 -
-36
- 1.36%
$1.66K - $2.02K
2.61K $177K
Nov 14, 2022 Q3 2022
Wrapmanager Inc

SELL
 -
-38
- 0.51%
$1.76K - $2.13K
7.41K $503K
Oct 27, 2022 Q3 2022
Cwm, LLC

SELL
 -
-98
- 0.29%
$4.53K - $5.49K
33.4K $2.27M
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-103
- 1.01%
$4.76K - $5.77K
10.1K $687K
Nov 15, 2022 Q3 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-122
- 6.98%
$5.64K - $6.84K
1.63K $110K
Oct 31, 2022 Q3 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-161
- 2.88%
$7.44K - $9.02K
5.42K $368K
Oct 28, 2022 Q3 2022
Keystone Financial Services

SELL
 -
-172
- 2.55%
$7.95K - $9.64K
6.57K $446K
Oct 27, 2022 Q3 2022
Verity Wealth Advisors

SELL
 -
-227
- 2.08%
$10.5K - $12.7K
10.7K $724K
Nov 09, 2022 Q3 2022
Pecaut & Co.

SELL
 -
-335
- 16.83%
$15.5K - $18.8K
1.66K $112K
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-530
- 3.37%
$24.5K - $29.7K
15.2K $1.03M
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-650
- 9.83%
$30.1K - $36.4K
5.96K $405K
Oct 17, 2022 Q3 2022
Jmg Financial Group, Ltd.

SELL
 -
-659
- 5.03%
$30.5K - $36.9K
12.4K $844K
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-737
- 14.15%
$34.1K - $41.3K
4.47K $303K
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-763
- 8.58%
$35.3K - $42.8K
8.13K $552K
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
SELL
 -
-799
- 89.78%
$36.9K - $44.8K
91 $6.18K
Nov 04, 2022 Q3 2022
Prudential Financial Inc

Newark, NJ
SELL
 -
-889
- 4.11%
$41.1K - $49.8K
20.7K $1.41M
Nov 02, 2022 Q3 2022
Sharkey, Howes & Javer

SELL
 -
-1.28K
- 7.86%
$59.2K - $71.8K
15K $1.02M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-1.88K
- 9.95%
$87K - $105K
17K $1.16M

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