Balanced Rock Investment Advisor Ishares Esg Advanced Msci Eafe Transaction History
Balanced Rock Investment Advisor
- $128 Billion
- Q3 2024
A detailed history of Balanced Rock Investment Advisor transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 99,718 shares of DMXF stock, worth $6.62 Million. This represents 5.63% of its overall portfolio holdings.
Number of Shares
99,718
Previous 97,464
2.31%
Holding current value
$6.62 Million
Previous $6.57 Billion
9.31%
% of portfolio
5.63%
Previous 5.53%
Shares
4 transactions
Others Institutions Holding DMXF
# of Institutions
203Shares Held
8.53MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.1MShares$139 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$61 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA623KShares$41.3 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$33.4 Million12.07% of portfolio
-
Jpmorgan Chase & CO New York, NY219KShares$14.5 Million0.0% of portfolio