Balanced Rock Investment Advisor Ishares Esg Advanced Msci Eafe Transaction History
Balanced Rock Investment Advisor
- $125 Billion
- Q1 2025
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 65,256 shares of DMXF stock, worth $4.75 Million. This represents 3.5% of its overall portfolio holdings.
Number of Shares
65,256
Previous 72,135
9.54%
Holding current value
$4.75 Million
Previous $4.66 Billion
5.73%
% of portfolio
3.5%
Previous 3.69%
Shares
6 transactions
Others Institutions Holding DMXF
# of Institutions
240Shares Held
8.83MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc1.46MShares$106 Million0.03% of portfolio
-
Black Rock Inc. New York, NY920KShares$67 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS753KShares$54.8 Million6.03% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$36.7 Million12.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC309KShares$22.5 Million0.01% of portfolio