Purchases and Sales Made in Q4 2023 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 Q4 2023. 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
Feb 14, 2024 Q4 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
1.39K
+ 18.89%
$75.8K - $89.5K
8.77K $595K
May 23, 2024 Q4 2023
Raelipskie Partnership

Waterloo, A6
BUY
 -
1.36K
New
$73.9K - $87.3K
1.36K $92.2K
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
1.35K
New
$73.4K - $86.7K
1.35K $91.6K
Feb 12, 2024 Q4 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.31K
+ 7.48%
$71.1K - $84K
18.8K $1.27M
Feb 07, 2024 Q4 2023
Jfs Wealth Advisors, LLC

BUY
 -
1.24K
New
$67.6K - $79.8K
1.24K $84.3K
Jan 24, 2024 Q4 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
1.02K
New
$55.6K - $65.7K
1.02K $69.4K
Feb 12, 2024 Q4 2023
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
903
+ 5.26%
$49.1K - $58K
18.1K $1.23M
Feb 02, 2024 Q4 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
860
+ 2.28%
$46.8K - $55.3K
38.5K $2.62M
Feb 06, 2024 Q4 2023
Crestone Asset Management LLC

BUY
 -
784
+ 7.81%
$42.6K - $50.4K
10.8K $735K
Feb 06, 2024 Q4 2023
Spire Wealth Management

BUY
 -
695
+ 35.03%
$37.8K - $44.7K
2.68K $182K
Jan 18, 2024 Q4 2023
Austin Private Wealth, LLC

BUY
 -
624
+ 6.08%
$33.9K - $40.1K
10.9K $739K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
560
New
$30.5K - $36K
560 $38K
Feb 13, 2024 Q4 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
504
+ 7.85%
$27.4K - $32.4K
6.92K $470K
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
471
+ 1.58%
$25.6K - $30.3K
30.3K $2.05M
Feb 14, 2024 Q4 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
453
+ 6.45%
$24.6K - $29.1K
7.47K $507K
Jan 23, 2024 Q4 2023
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
416
+ 3.88%
$22.6K - $26.7K
11.1K $755K
Feb 12, 2024 Q4 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
415
+ 0.78%
$22.6K - $26.7K
53.5K $3.63M
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
400
New
$21.8K - $25.7K
400 $27.1K
Feb 09, 2024 Q4 2023
Orion Portfolio Solutions, LLC

BUY
 -
355
+ 6.58%
$19.3K - $22.8K
5.75K $391K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
332
+ 17.89%
$18.1K - $21.3K
2.19K $148K
Jan 29, 2024 Q4 2023
Horst & Graben Wealth Management LLC

BUY
 -
329
+ 1.47%
$17.9K - $21.1K
22.8K $1.55M
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
295
+ 3.76%
$16K - $19K
8.14K $553K
Feb 12, 2024 Q4 2023
Richardson Capital Management LLC

Menomonee Falls, WI
BUY
 -
220
New
$12K - $14.1K
220 $14.9K
Jan 16, 2024 Q4 2023
Cva Family Office, LLC

BUY
 -
197
New
$10.7K - $12.7K
197 $13.4K
Feb 12, 2024 Q4 2023
Mount Yale Investment Advisors, LLC

BUY
 -
177
+ 2.64%
$9.63K - $11.4K
6.89K $468K
Jan 23, 2024 Q4 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
172
+ 5.11%
$9.36K - $11.1K
3.54K $240K
Jan 10, 2024 Q4 2023
Soa Wealth Advisors, Llc.

BUY
 -
169
+ 5.82%
$9.19K - $10.9K
3.07K $209K
Feb 14, 2024 Q4 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
165
+ 2.27%
$8.98K - $10.6K
7.42K $504K
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
162
New
$8.81K - $10.4K
162 $11K
Jan 11, 2024 Q4 2023
Atwater Malick LLC

BUY
 -
157
+ 0.84%
$8.54K - $10.1K
18.9K $1.28M
Jan 25, 2024 Q4 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
153
+ 2.84%
$8.32K - $9.83K
5.54K $376K
Jan 19, 2024 Q4 2023
Sharkey, Howes & Javer

BUY
 -
114
+ 0.54%
$6.2K - $7.32K
21.3K $1.44M
Feb 08, 2024 Q4 2023
Arjuna Capital

BUY
 -
107
New
$5.82K - $6.87K
107 $7.26K
Jan 18, 2024 Q4 2023
West Wealth Group, LLC

BUY
 -
103
+ 2.68%
$5.6K - $6.62K
3.95K $268K
Feb 07, 2024 Q4 2023
Avantax Advisory Services, Inc.

BUY
 -
91
+ 1.15%
$4.95K - $5.85K
7.97K $541K
Jan 24, 2024 Q4 2023
Stratos Wealth Advisors, LLC

BUY
 -
88
+ 1.79%
$4.79K - $5.65K
5.01K $340K
Jan 26, 2024 Q4 2023
Albion Financial Group

BUY
 -
86
+ 0.35%
$4.68K - $5.53K
24.3K $1.65M
Jan 30, 2024 Q4 2023
Wealth Alliance

Mellville, NY
BUY
 -
81
+ 0.75%
$4.41K - $5.2K
10.9K $737K
Feb 14, 2024 Q4 2023
Comerica Bank

BUY
 -
75
+ 5.95%
$4.08K - $4.82K
1.34K $90.6K
Feb 13, 2024 Q4 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
64
New
$3.48K - $4.11K
64 $4.34K
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
60
+ 17.24%
$3.26K - $3.86K
408 $27.7K
Jan 30, 2024 Q4 2023
Bourgeon Capital Management LLC

BUY
 -
55
+ 12.94%
$2.99K - $3.53K
480 $32.6K
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

BUY
 -
52
+ 108.33%
$2.83K - $3.34K
100 $6.79K
Jan 12, 2024 Q4 2023
Monterey Private Wealth, Inc.

BUY
 -
46
+ 0.91%
$2.5K - $2.96K
5.11K $347K
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
43
+ 3.18%
$2.34K - $2.76K
1.4K $94.7K
Feb 06, 2024 Q4 2023
Commonwealth Equity Services, LLC

BUY
 -
36
+ 0.2%
$1.96K - $2.31K
17.7K $1.2M
Feb 01, 2024 Q4 2023
Psi Advisors, LLC

BUY
 -
31
+ 62.0%
$1.69K - $1.99K
81 $5.5K
Jan 31, 2024 Q4 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
24
+ 4.02%
$1.31K - $1.54K
621 $42.1K
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

BUY
 -
23
+ 3.08%
$1.25K - $1.48K
769 $52.2K

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