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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-509- 10.87% |
$33K - $37.1K
|
4.17K
$278K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
162New |
$10.5K - $11.8K
|
162
$10.8K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
33.3KNew |
$2.16M - $2.43M
|
33.3K
$2.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.2K+ 15.55% |
$1.05M - $1.18M
|
120K
$7.99M
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-100- 6.5% |
$6.48K - $7.28K
|
1.44K
$95.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
101+ 9.98% |
$6.55K - $7.35K
|
1.11K
$74K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.47K+ 4.63% |
$160K - $180K
|
55.8K
$3.71M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40New |
$2.59K - $2.91K
|
40
$2.66K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.1K+ 73.01% |
$1.3M - $1.46M
|
47.6K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-860- 8.11% |
$55.8K - $62.6K
|
9.74K
$648K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
93KNew |
$6.03M - $6.77M
|
93K
$6.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.59K+ 23.25% |
$297K - $334K
|
24.3K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
288New |
$18.7K - $21K
|
288
$19.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.26K+ 2.11% |
$81.8K - $91.8K
|
61.1K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.1K+ 10.92% |
$1.3M - $1.46M
|
204K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.54K+ 19.7% |
$99.7K - $112K
|
9.35K
$621K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.62K+ 21.87% |
$299K - $336K
|
25.7K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4+ 0.12% |
$259 - $291
|
3.28K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
562New |
$36.4K - $40.9K
|
562
$37.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.46KNew |
$225K - $252K
|
3.46K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
62.5KNew |
$4.05M - $4.55M
|
62.5K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-56.6K- 54.2% |
$3.67M - $4.12M
|
47.8K
$3.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.83K+ 22.47% |
$118K - $133K
|
9.95K
$662K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
277+ 19.52% |
$18K - $20.2K
|
1.7K
$113K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.12K+ 690.12% |
$72.5K - $81.4K
|
1.28K
$85.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3K+ 163.83% |
$195K - $219K
|
4.84K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-168- 0.77% |
$10.9K - $12.2K
|
21.7K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.52KNew |
$358K - $402K
|
5.52K
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
637+ 4.25% |
$41.3K - $46.4K
|
15.6K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-866- 8.37% |
$56.1K - $63.1K
|
9.48K
$630K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1K+ 34.8% |
$65K - $73K
|
3.89K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
12.2KNew |
$794K - $892K
|
12.2K
$814K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.2K- 95.63% |
$1.05M - $1.18M
|
739
$49.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.25K+ 2.31% |
$146K - $164K
|
99.7K
$6.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.26K+ 8.57% |
$146K - $164K
|
28.6K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
932+ 9.27% |
$60.4K - $67.9K
|
11K
$731K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.19KNew |
$207K - $232K
|
3.19K
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.47K+ 43.32% |
$420K - $471K
|
21.4K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3KNew |
$194K - $218K
|
3K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.33K+ 41.0% |
$86.3K - $96.9K
|
4.58K
$304K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
684+ 33.04% |
$44.3K - $49.8K
|
2.75K
$183K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.1K+ 28.2% |
$1.76M - $1.98M
|
123K
$8.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.55K+ 21.39% |
$101K - $113K
|
8.81K
$586K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
700+ 10.28% |
$45.4K - $51K
|
7.51K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.15K+ 33.73% |
$140K - $157K
|
8.54K
$568K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
33K+ 21.83% |
$2.14M - $2.4M
|
184K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
613+ 0.87% |
$39.7K - $44.6K
|
71K
$4.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
468+ 3.26% |
$30.3K - $34.1K
|
14.8K
$985K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.87K+ 23.86% |
$446K - $500K
|
35.7K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-137- 0.92% |
$8.88K - $9.98K
|
14.8K
$984K
|