Latest Institutional Transactions on Ishares Esg Advanced Msci Eafe (DMXF)
This table provides information on the latest institutional transactions involving Ishares Esg Advanced Msci Eafe (DMXF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
19.8KNew |
$1.19M - $1.48M
|
19.8K
$1.46M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.09K+ 47.45% |
$185K - $232K
|
9.61K
$711K
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
1.74K+ 5.88% |
$104K - $130K
|
31.3K
$2.31M
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.53K+ 23.85% |
$152K - $189K
|
13.1K
$970K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-49- 31.61% |
$2.94K - $3.67K
|
106
$7.84K
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-68- 1.4% |
$4.08K - $5.09K
|
4.8K
$355K
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
8.29KNew |
$497K - $621K
|
8.29K
$613K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
65New |
$3.9K - $4.87K
|
65
$4.81K
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-695- 7.06% |
$41.7K - $52.1K
|
9.16K
$677K
|
|
Jul 21, 2025
Q2 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
8.81KNew |
$528K - $660K
|
8.81K
$651K
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-444- 0.19% |
$26.6K - $33.3K
|
231K
$17.1M
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-2.67K- 9.52% |
$160K - $200K
|
25.3K
$1.87M
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.09% |
$180 - $225
|
3.36K
$248K
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.74KNew |
$164K - $205K
|
2.74K
$203K
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
96+ 0.24% |
$5.76K - $7.19K
|
39.6K
$2.93M
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
29New |
$1.74K - $2.17K
|
29
$2.14K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.72K+ 23.71% |
$403K - $504K
|
35.1K
$2.59M
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-10.3K- 58.76% |
$616K - $769K
|
7.21K
$533K
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-985- 2.53% |
$59.1K - $73.8K
|
38K
$2.81M
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-1.2K- 5.46% |
$72.2K - $90.2K
|
20.8K
$1.54M
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-718- 19.49% |
$43.1K - $53.8K
|
2.97K
$219K
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-416- 8.31% |
$25K - $31.2K
|
4.59K
$339K
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-21- 0.57% |
$1.26K - $1.57K
|
3.69K
$273K
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-64- 1.62% |
$3.84K - $4.79K
|
3.89K
$287K
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
20.7K+ 75.65% |
$1.24M - $1.55M
|
48.2K
$3.56M
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
180+ 1.68% |
$10.8K - $13.5K
|
10.9K
$806K
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-246- 1.19% |
$14.8K - $18.4K
|
20.4K
$1.51M
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
88New |
$5.28K - $6.59K
|
88
$6.51K
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-32- 0.97% |
$1.92K - $2.4K
|
3.26K
$241K
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-855- 8.03% |
$51.3K - $64.1K
|
9.8K
$724K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-183- 1.96% |
$11K - $13.7K
|
9.17K
$678K
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
28+ 0.25% |
$1.68K - $2.1K
|
11.1K
$818K
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
485+ 1.57% |
$29.1K - $36.3K
|
31.3K
$2.32M
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-23- 0.87% |
$1.38K - $1.72K
|
2.61K
$193K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.78KNew |
$287K - $358K
|
4.78K
$353K
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
380+ 2.12% |
$22.8K - $28.5K
|
18.3K
$1.35M
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.57K+ 8.39% |
$214K - $267K
|
46.1K
$3.41M
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-117- 1.79% |
$7.02K - $8.77K
|
6.42K
$475K
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-286- 35.66% |
$17.2K - $21.4K
|
516
$38.2K
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-9- 0.25% |
$540 - $674
|
3.58K
$265K
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
46+ 0.26% |
$2.76K - $3.45K
|
17.4K
$1.29M
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.87K+ 55.28% |
$112K - $140K
|
5.24K
$387K
|
|
Q1 2025 | |||||||
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-149- 36.61% |
$9.52K - $10.5K
|
258
$19.1K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
597+ 119.4% |
$38.2K - $41.9K
|
1.1K
$81.1K
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.5K- 9.83% |
$799K - $877K
|
115K
$8.48M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37- 0.61% |
$2.36K - $2.6K
|
5.99K
$443K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.59K+ 7.12% |
$102K - $112K
|
23.9K
$1.77M
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
19.6KNew |
$1.26M - $1.38M
|
19.6K
$1.45M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32.2KNew |
$2.05M - $2.26M
|
32.2K
$2.38M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.31K- 7.76% |
$148K - $162K
|
27.4K
$2.03M
|