Wade Financial Advisory, Inc Ishares Esg Advanced Msci Eafe Transaction History

Wade Financial Advisory, Inc

$296 Million
Q3 2024

A detailed history of Wade Financial Advisory, Inc transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 20,950 shares of DMXF stock, worth $1.39 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

20,950

Previous 17,211 21.72%

Holding current value

$1.39 Million

Previous $1.16 Million 30.09%

% of portfolio

0.51%

Previous 0.42%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	BUY	$64.83 - $72.82 $242,399 - $272,273	3,739 Added 21.72%	20,950 $1.51 Million
Q2 2024 Jul 25, 2024	SELL	$64.36 - $70.16 $8,431 - $9,190	-131 Reduced 0.76%	17,211 $1.16 Million
Q1 2024 May 13, 2024	SELL	$62.17 - $69.12 $11,501 - $12,787	-185 Reduced 1.06%	17,342 $1.18 Million
Q4 2023 Feb 09, 2024	BUY	$54.4 - $64.25 $652 - $771	12 Added 0.07%	17,527 $1.12 Million
Q3 2023 Oct 10, 2023	BUY	$56.74 - $62.52 $116,884 - $128,791	2,060 Added 13.33%	17,515 $999,000
Q4 2022 Jan 12, 2023	BUY	$45.93 - $56.24 $399,591 - $489,288	8,700 Added 128.79%	15,455 $0
Q3 2022 Oct 26, 2022	BUY	$46.24 - $56.04 $60,343 - $73,132	1,305 Added 23.94%	6,755 $315,000
Q2 2022 Aug 05, 2022	BUY	$50.93 - $62.33 $277,568 - $339,698	5,450 New	5,450 $284,000

Others Institutions Holding DMXF

# of Institutions

208

Shares Held

8.54M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG ADVANCED MSCI EAFE

Ticker DMXF
Sector Technology

More about DMXF

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Wade Financial Advisory, Inc Ishares Esg Advanced Msci Eafe Transaction History