A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 10,985 shares of DMXF stock, worth $754,779. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,985
Previous 10,053 9.27%
Holding current value
$754,779
Previous $677,000 16.84%
% of portfolio
0.01%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$64.83 - $72.82 $60,421 - $67,868
932 Added 9.27%
10,985 $791,000
Q2 2024

Aug 09, 2024

BUY
$64.36 - $70.16 $57,537 - $62,723
894 Added 9.76%
10,053 $677,000
Q1 2024

May 08, 2024

BUY
$62.17 - $69.12 $73,920 - $82,183
1,189 Added 14.92%
9,159 $624,000
Q4 2023

Feb 07, 2024

BUY
$54.4 - $64.25 $4,950 - $5,846
91 Added 1.15%
7,970 $509,000
Q3 2023

Nov 07, 2023

BUY
$56.74 - $62.52 $4,312 - $4,751
76 Added 0.97%
7,879 $449,000
Q2 2023

Aug 11, 2023

BUY
$59.18 - $61.93 $44,089 - $46,137
745 Added 10.56%
7,803 $475,000
Q1 2023

Apr 28, 2023

BUY
$54.76 - $60.35 $65,000 - $71,635
1,187 Added 20.22%
7,058 $420,000
Q4 2022

Feb 13, 2023

BUY
$45.93 - $56.24 $45,332 - $55,508
987 Added 20.21%
5,871 $318,000
Q3 2022

Nov 01, 2022

BUY
$46.24 - $56.04 $25,339 - $30,709
548 Added 12.64%
4,884 $227,000
Q2 2022

Aug 02, 2022

SELL
$50.93 - $62.33 $8,352 - $10,222
-164 Reduced 3.64%
4,336 $226,000
Q1 2022

Apr 27, 2022

BUY
$56.09 - $69.19 $82,844 - $102,193
1,477 Added 48.86%
4,500 $275,000
Q4 2021

Jan 24, 2022

BUY
$66.58 - $71.27 $201,271 - $215,449
3,023 New
3,023 $208,000

Others Institutions Holding DMXF

About ISHARES ESG ADVANCED MSCI EAFE


  • Ticker DMXF
  • Sector Technology
More about DMXF
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.