Purchases and Sales Made in Q4 2023 in Ishares Esg Advanced Msci Eafe (DMXF)
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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
21+ 3.68% |
$1.14K - $1.35K
|
591
$40.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
20+ 26.32% |
$1.09K - $1.29K
|
96
$6.52K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
19New |
$1.03K - $1.22K
|
19
$1.29K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
17+ 0.34% |
$925 - $1.09K
|
5K
$339K
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
12+ 0.07% |
$653 - $771
|
17.5K
$1.19M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 7.69% |
$544 - $643
|
140
$9.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8+ 0.15% |
$435 - $514
|
5.28K
$358K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 1.44% |
$109 - $129
|
141
$9.57K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2+ 0.08% |
$109 - $129
|
2.36K
$160K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 1.46% |
$381 - $450
|
474
$32.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-14- 2.78% |
$762 - $900
|
490
$33.3K
|
|
|
Feb 12, 2024
Q4 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-26- 0.51% |
$1.41K - $1.67K
|
5.03K
$341K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-27- 5.13% |
$1.47K - $1.73K
|
499
$33.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-32- 0.4% |
$1.74K - $2.06K
|
8.03K
$545K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-46- 18.25% |
$2.5K - $2.96K
|
206
$14K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-52- 3.23% |
$2.83K - $3.34K
|
1.56K
$106K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-65- 1.09% |
$3.54K - $4.18K
|
5.88K
$399K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-68- 1.94% |
$3.7K - $4.37K
|
3.44K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-73- 5.13% |
$3.97K - $4.69K
|
1.35K
$91.7K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-103- 75.18% |
$5.6K - $6.62K
|
34
$2.31K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-114- 1.87% |
$6.2K - $7.32K
|
5.97K
$405K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-116- 1.27% |
$6.31K - $7.45K
|
9.03K
$613K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-117- 2.75% |
$6.36K - $7.52K
|
4.13K
$280K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-136- 3.69% |
$7.4K - $8.74K
|
3.55K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-138- 1.93% |
$7.51K - $8.87K
|
7.02K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-153- 3.03% |
$8.32K - $9.83K
|
4.9K
$332K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-170- 2.5% |
$9.25K - $10.9K
|
6.63K
$450K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-171- 4.56% |
$9.3K - $11K
|
3.58K
$243K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-191- 2.87% |
$10.4K - $12.3K
|
6.48K
$439K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-222- 3.59% |
$12.1K - $14.3K
|
5.96K
$405K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-225- 3.1% |
$12.2K - $14.5K
|
7.04K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-264- 2.93% |
$14.4K - $17K
|
8.76K
$594K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-276- 2.67% |
$15K - $17.7K
|
10.1K
$683K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-288- 3.25% |
$15.7K - $18.5K
|
8.56K
$581K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-302- 7.72% |
$16.4K - $19.4K
|
3.61K
$245K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-369- 6.32% |
$20.1K - $23.7K
|
5.47K
$371K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-400- 6.25% |
$21.8K - $25.7K
|
6K
$407K
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-403- 0.58% |
$21.9K - $25.9K
|
68.8K
$4.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-480- 1.11% |
$26.1K - $30.8K
|
42.8K
$2.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-482- 26.3% |
$26.2K - $31K
|
1.35K
$91.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-600- 2.25% |
$32.6K - $38.6K
|
26.1K
$1.77M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-633- 4.48% |
$34.4K - $40.7K
|
13.5K
$916K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-637- 5.68% |
$34.7K - $40.9K
|
10.6K
$717K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-775- 16.8% |
$42.2K - $49.8K
|
3.84K
$260K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-807- 2.84% |
$43.9K - $51.8K
|
27.6K
$1.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-828- 4.99% |
$45K - $53.2K
|
15.8K
$1.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-1.35K- 15.12% |
$73.7K - $87K
|
7.6K
$516K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.6K- 4.11% |
$86.9K - $103K
|
37.2K
$2.53M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.97K- 29.49% |
$107K - $126K
|
4.7K
$319K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.21K- 7.65% |
$120K - $142K
|
26.7K
$1.81M
|