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 $1.07 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
15,763
Previous 16,591 4.99%
Holding current value
$1.07 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
198
Shares Held
7.9M
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
Track This Portfolio

Track Wealthsource Partners, LLC Portfolio

Follow Wealthsource Partners, LLC 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 Wealthsource Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthsource Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email