Purchases and Sales Made in Q3 2025 in Ishares Esg Advanced Msci Eafe (DMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
9.08K+ 24.37% |
$650K - $691K
|
46.4K
$3.56M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
6.66K+ 42.21% |
$477K - $507K
|
22.4K
$1.72M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.9KNew |
$207K - $220K
|
2.9K
$222K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.34K+ 25.53% |
$168K - $178K
|
11.5K
$884K
|
|
|
Oct 09, 2025
Q3 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.94K+ 11.12% |
$139K - $147K
|
19.3K
$1.49M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.47K+ 3.05% |
$105K - $112K
|
49.6K
$3.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
891+ 6.79% |
$63.8K - $67.8K
|
14K
$1.08M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
853+ 1.13% |
$61.1K - $64.9K
|
76.4K
$5.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
540+ 1.73% |
$38.7K - $41.1K
|
31.8K
$2.44M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
407+ 7.86% |
$29.1K - $31K
|
5.58K
$429K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
177+ 6.29% |
$12.7K - $13.5K
|
2.99K
$230K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
79+ 1.1% |
$5.66K - $6.01K
|
7.28K
$559K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
58+ 1.73% |
$4.15K - $4.41K
|
3.42K
$262K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
18+ 0.05% |
$1.29K - $1.37K
|
39.6K
$3.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
13+ 1.75% |
$931 - $989
|
756
$58K
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
1+ 0.03% |
$71.6 - $76.1
|
3.58K
$275K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-59- 1.9% |
$4.22K - $4.49K
|
3.05K
$234K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-80- 0.46% |
$5.73K - $6.09K
|
17.2K
$1.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-90- 0.92% |
$6.44K - $6.85K
|
9.71K
$745K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-185- 0.49% |
$13.2K - $14.1K
|
37.3K
$2.87M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-293- 6.08% |
$21K - $22.3K
|
4.53K
$347K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-520- 14.96% |
$37.2K - $39.6K
|
2.96K
$227K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-570- 36.61% |
$40.8K - $43.4K
|
987
$75.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.53K- 8.28% |
$181K - $192K
|
28K
$2.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-3.4K- 41.99% |
$243K - $259K
|
4.7K
$361K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-4.1K- 49.43% |
$293K - $312K
|
4.19K
$322K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.57K- 1.97% |
$327K - $348K
|
227K
$17.4M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-5.27K- 20.8% |
$377K - $401K
|
20.1K
$1.54M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.22K- 40.37% |
$589K - $626K
|
12.1K
$932K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-15.7K- 79.43% |
$1.13M - $1.2M
|
4.07K
$312K
|