Purchases and Sales Made in Q4 2024 in Ishares Esg Advanced Msci Eafe (DMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF) during Q4 2024. 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 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23.1K+ 12.37% |
$1.49M - $1.65M
|
210K
$14.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
20.2KNew |
$1.31M - $1.44M
|
20.2K
$1.36M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
15.2K+ 103.68% |
$982K - $1.09M
|
29.9K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.8K+ 7.55% |
$891K - $985K
|
196K
$13.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
11K+ 24.6% |
$713K - $788K
|
55.9K
$3.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.62K+ 77.89% |
$622K - $687K
|
22K
$1.48M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
8.86KNew |
$573K - $633K
|
8.86K
$597K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
8.62KNew |
$557K - $616K
|
8.62K
$581K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
8.31KNew |
$537K - $593K
|
8.31K
$560K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
7.42K+ 26.52% |
$479K - $530K
|
35.4K
$2.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.87KNew |
$444K - $491K
|
6.87K
$463K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
6.58KNew |
$425K - $470K
|
6.58K
$443K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.38KNew |
$412K - $455K
|
6.38K
$429K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.34K+ 14.63% |
$345K - $381K
|
41.8K
$2.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.81K+ 76.12% |
$311K - $343K
|
11.1K
$749K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.71K+ 8.87% |
$304K - $336K
|
57.8K
$3.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.21K+ 11.26% |
$272K - $301K
|
41.6K
$2.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.17K+ 50.42% |
$270K - $298K
|
12.5K
$839K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.94K+ 7.91% |
$255K - $282K
|
53.8K
$3.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
3.46KNew |
$223K - $247K
|
3.46K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.3KNew |
$213K - $236K
|
3.3K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.05K+ 11.07% |
$197K - $218K
|
30.6K
$2.06M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.83K+ 517.95% |
$183K - $202K
|
3.37K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.66K+ 33.23% |
$172K - $190K
|
10.7K
$719K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.54K+ 34.39% |
$164K - $181K
|
9.92K
$668K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.33K+ 7.97% |
$150K - $166K
|
31.5K
$2.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.24KNew |
$145K - $160K
|
2.24K
$151K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.96K+ 7.62% |
$126K - $140K
|
27.6K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.87KNew |
$121K - $134K
|
1.87K
$126K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.76K+ 4.97% |
$114K - $126K
|
37.2K
$2.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.68K+ 2.62% |
$109K - $120K
|
65.8K
$4.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.64K+ 11.29% |
$106K - $117K
|
16.2K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.57K+ 10.88% |
$102K - $112K
|
16K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.43K+ 33.85% |
$92.7K - $102K
|
5.67K
$382K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
1.35K+ 15.02% |
$87.1K - $96.3K
|
10.3K
$695K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.3K+ 27.74% |
$84.3K - $93.1K
|
6K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.27K+ 189.72% |
$82.3K - $90.9K
|
1.94K
$131K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
955+ 20.13% |
$61.7K - $68.2K
|
5.7K
$384K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
779+ 11.07% |
$50.3K - $55.6K
|
7.82K
$527K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
683+ 7.8% |
$44.1K - $48.8K
|
9.44K
$636K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
613+ 1.47% |
$39.6K - $43.8K
|
42.3K
$2.85M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
580+ 36.78% |
$37.5K - $41.4K
|
2.16K
$145K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
531+ 17.26% |
$34.3K - $37.9K
|
3.61K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
391+ 10.47% |
$25.3K - $27.9K
|
4.13K
$278K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
371+ 10.33% |
$24K - $26.5K
|
3.96K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
336+ 9.84% |
$21.7K - $24K
|
3.75K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
335+ 1.54% |
$21.6K - $23.9K
|
22.1K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
317+ 0.78% |
$20.5K - $22.6K
|
41.1K
$2.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
310New |
$20K - $22.1K
|
310
$20.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
308+ 6.29% |
$19.9K - $22K
|
5.2K
$351K
|