West Wealth Group, LLC Ishares Esg Advanced Msci Eafe Transaction History

West Wealth Group, LLC

$327 Million
Q1 2025

A detailed history of West Wealth Group, LLC transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, West Wealth Group, LLC holds 3,122 shares of DMXF stock, worth $228,717. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,122

Previous 5,699 45.22%

Holding current value

$228,717

Previous $368,000 42.93%

% of portfolio

0.06%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$63.91 - $70.19 $164,696 - $180,879	-2,577 Reduced 45.22%	3,122 $210,000
Q4 2024 Jan 22, 2025	BUY	$64.62 - $71.43 $61,712 - $68,215	955 Added 20.13%	5,699 $368,000
Q3 2024 Oct 23, 2024	BUY	$64.83 - $72.82 $53,355 - $59,930	823 Added 20.99%	4,744 $341,000
Q2 2024 Aug 01, 2024	SELL	$64.36 - $70.16 $6,371 - $6,945	-99 Reduced 2.46%	3,921 $264,000
Q1 2024 May 08, 2024	BUY	$62.17 - $69.12 $4,414 - $4,907	71 Added 1.8%	4,020 $273,000
Q4 2023 Jan 18, 2024	BUY	$54.4 - $64.25 $5,603 - $6,617	103 Added 2.68%	3,949 $252,000
Q3 2023 Oct 06, 2023	BUY	$56.74 - $62.52 $15,263 - $16,817	269 Added 7.52%	3,846 $219,000
Q2 2023 Jul 26, 2023	SELL	$59.18 - $61.93 $1,361 - $1,424	-23 Reduced 0.64%	3,577 $217,000
Q1 2023 Apr 06, 2023	SELL	$54.76 - $60.35 $7,337 - $8,086	-134 Reduced 3.59%	3,600 $214,000
Q4 2022 Jan 23, 2023	BUY	$45.93 - $56.24 $171,502 - $210,000	3,734 New	3,734 $0
Q2 2022 Jul 27, 2022	SELL	$50.93 - $62.33 $179,375 - $219,526	-3,522 Closed	0 $0
Q1 2022 May 05, 2022	BUY	$56.09 - $69.19 $197,548 - $243,687	3,522 New	3,522 $214,000

Others Institutions Holding DMXF

# of Institutions

230

Shares Held

8.86M

Call Options Held

Put Options Held

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About ISHARES ESG ADVANCED MSCI EAFE

Ticker DMXF
Sector Technology

More about DMXF

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West Wealth Group, LLC Ishares Esg Advanced Msci Eafe Transaction History