Wealthsource Partners, LLC Ishares Esg Advanced Msci Eafe Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Wealthsource Partners, LLC holds 15,763 shares of DMXF stock, worth $1.05 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
15,763
Previous 16,591 4.99%
Holding current value
$1.05 Million
Previous $947,000 6.23%
% of portfolio
0.07%
Previous 0.07%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
SELL
$54.4 - $64.25 $45,043 - $53,199
-828 Reduced 4.99%
15,763 $1.01 Million
Q3 2023

Nov 09, 2023
SELL
$56.74 - $62.52 $48,455 - $53,392
-854 Reduced 4.9%
16,591 $947,000
Q2 2023

Aug 14, 2023
SELL
$59.18 - $61.93 $35,626 - $37,281
-602 Reduced 3.34%
17,445 $1.06 Million
Q1 2023

May 15, 2023
SELL
$54.76 - $60.35 $25,134 - $27,700
-459 Reduced 2.48%
18,047 $1.08 Million
Q4 2022

Feb 09, 2023
SELL
$45.93 - $56.24 $48,961 - $59,951
-1,066 Reduced 5.45%
18,506 $1 Million
Q3 2022

Nov 14, 2022
SELL
$46.24 - $56.04 $125,726 - $152,372
-2,719 Reduced 12.2%
19,572 $912,000
Q2 2022

Aug 10, 2022
SELL
$50.93 - $62.33 $133,844 - $163,803
-2,628 Reduced 10.55%
22,291 $1.16 Million
Q1 2022

May 09, 2022
BUY
$56.09 - $69.19 $109,655 - $135,266
1,955 Added 8.51%
24,919 $1.52 Million
Q4 2021

Feb 14, 2022
BUY
$66.58 - $71.27 $90,748 - $97,141
1,363 Added 6.31%
22,964 $1.58 Million
Q3 2021

Nov 18, 2021
BUY
$66.26 - $72.09 $124,833 - $135,817
1,884 Added 9.56%
21,601 $1.46 Million
Q2 2021

Nov 18, 2021
BUY
$65.77 - $69.68 $250,912 - $265,829
3,815 Added 23.99%
19,717 $1.34 Million
Q1 2021

Jun 21, 2021
BUY
$62.69 - $66.79 $233,457 - $248,725
3,724 Added 30.58%
15,902 $1.03 Million
Q4 2020

Feb 12, 2021
BUY
$53.28 - $63.57 $648,843 - $774,155
12,178 New
12,178 $770,000

Others Institutions Holding DMXF

# of Institutions
209
Shares Held
8.58M
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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