Balanced Rock Investment Advisor Ishares Esg Advanced Msci Eafe Transaction History
Balanced Rock Investment Advisor
- $119 Billion
- Q2 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 97,464 shares of DMXF stock, worth $6.63 Million. This represents 5.53% of its overall portfolio holdings.
Number of Shares
97,464
Previous 93,740
3.97%
Holding current value
$6.63 Million
Previous $6.39 Billion
2.9%
% of portfolio
5.53%
Previous 5.45%
Shares
3 transactions
Others Institutions Holding DMXF
# of Institutions
203Shares Held
8.49MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.1MShares$143 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$62.6 Million0.0% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA623KShares$42.4 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$34.3 Million12.07% of portfolio
-
Jpmorgan Chase & CO New York, NY219KShares$14.9 Million0.0% of portfolio