Ever Source Wealth Advisors, LLC Ishares Esg Advanced Msci Eafe Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 6,898 shares of DMXF stock, worth $458,717. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,898
Previous 5,788 19.18%
Holding current value
$458,717
Previous $390,000 27.18%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 08, 2024
BUY
$64.83 - $72.82 $71,961 - $80,830
1,110 Added 19.18%
6,898 $496,000
Q2 2024

Aug 13, 2024
BUY
$64.36 - $70.16 $321,220 - $350,168
4,991 Added 626.22%
5,788 $390,000
Q1 2024

Jun 11, 2024
BUY
$62.17 - $69.12 $1,740 - $1,935
28 Added 3.64%
797 $54,000
Q4 2023

Feb 09, 2024
BUY
$54.4 - $64.25 $1,251 - $1,477
23 Added 3.08%
769 $49,000
Q3 2023

Nov 03, 2023
BUY
$56.74 - $62.52 $1,361 - $1,500
24 Added 3.32%
746 $42,000
Q1 2023

May 11, 2023
SELL
$54.76 - $60.35 $3,340 - $3,681
-61 Reduced 7.79%
722 $43,000
Q4 2022

Feb 09, 2023
SELL
$45.93 - $56.24 $94,064 - $115,179
-2,048 Reduced 72.34%
783 $42,000
Q3 2022

Nov 07, 2022
BUY
$46.24 - $56.04 $2,127 - $2,577
46 Added 1.65%
2,831 $132,000
Q2 2022

Aug 01, 2022
SELL
$50.93 - $62.33 $4,889 - $5,983
-96 Reduced 3.33%
2,785 $146,000
Q1 2022

May 25, 2022
BUY
$56.09 - $69.19 $6,730 - $8,302
120 Added 4.35%
2,881 $175,000
Q4 2021

Feb 07, 2022
BUY
$66.58 - $71.27 $183,827 - $196,776
2,761 New
2,761 $190,000

Others Institutions Holding DMXF

# of Institutions
210
Shares Held
8.57M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI EAFE

DMXF Quotes by TradingView
  • Ticker DMXF
  • Sector Technology
More about DMXF
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