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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.31K- 7.76% |
$148K - $162K
|
27.4K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10KNew |
$642K - $705K
|
10K
$743K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
210+ 0.74% |
$13.4K - $14.7K
|
28.8K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-134- 34.99% |
$8.56K - $9.41K
|
249
$18.4K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.34KNew |
$213K - $234K
|
3.34K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
72+ 1.67% |
$4.6K - $5.05K
|
4.39K
$325K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
130New |
$8.31K - $9.12K
|
130
$9.61K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.71K- 30.55% |
$173K - $190K
|
6.16K
$455K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.04K+ 64.34% |
$386K - $424K
|
15.4K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
94.3KNew |
$6.03M - $6.62M
|
94.3K
$6.98M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-652- 6.31% |
$41.7K - $45.8K
|
9.68K
$716K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.39K- 28.31% |
$88.6K - $97.4K
|
3.51K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.71KNew |
$429K - $471K
|
6.71K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.14K- 47.92% |
$200K - $220K
|
3.41K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.05K- 15.32% |
$514K - $565K
|
44.5K
$3.29M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.23K+ 33.52% |
$334K - $367K
|
20.8K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.8K+ 5.8% |
$115K - $126K
|
32.8K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
15.2KNew |
$970K - $1.06M
|
15.2K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.51K+ 10.92% |
$96.6K - $106K
|
15.4K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.12K- 10.86% |
$71.5K - $78.5K
|
9.19K
$679K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
180KNew |
$11.5M - $12.6M
|
180K
$13.3M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.13K- 30.82% |
$72.4K - $79.5K
|
2.54K
$188K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
3.25KNew |
$207K - $228K
|
3.25K
$240K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.01K- 33.53% |
$129K - $141K
|
3.99K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.3K- 41.7% |
$1.49M - $1.64M
|
32.6K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
25New |
$1.6K - $1.75K
|
25
$1.85K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.5K+ 100.0% |
$160K - $176K
|
5K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-50- 1.28% |
$3.2K - $3.51K
|
3.85K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
170+ 2.9% |
$10.9K - $11.9K
|
6.02K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.69KClosed |
$491K - $540K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-39K- 30.95% |
$2.49M - $2.74M
|
87.1K
$6.44M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.62K- 31.54% |
$232K - $254K
|
7.86K
$582K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.27K+ 13.47% |
$81K - $89K
|
10.7K
$790K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.4K+ 13.64% |
$89.3K - $98.1K
|
11.6K
$860K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-827- 42.24% |
$52.9K - $58K
|
1.13K
$83.6K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
682+ 4.12% |
$43.6K - $47.9K
|
17.2K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-1.02K- 16.5% |
$65.4K - $71.9K
|
5.18K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
33K+ 14.9% |
$2.11M - $2.31M
|
254K
$18.8M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.18K- 50.32% |
$267K - $293K
|
4.13K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15.3K- 98.66% |
$978K - $1.07M
|
208
$15.4K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-23.4K- 19.82% |
$1.5M - $1.64M
|
94.6K
$7M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
140New |
$8.95K - $9.83K
|
140
$10.4K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.9K- 36.89% |
$694K - $762K
|
18.6K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.3K- 34.9% |
$83.3K - $91.5K
|
2.43K
$180K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-5.85K- 9.67% |
$374K - $411K
|
54.7K
$4.04M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-157- 2.46% |
$10K - $11K
|
6.22K
$460K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-925- 10.63% |
$59.1K - $64.9K
|
7.78K
$575K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.42K- 33.04% |
$602K - $661K
|
19.1K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-3.29K- 3.24% |
$210K - $231K
|
98.3K
$7.27M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-17.4K- 44.08% |
$1.11M - $1.22M
|
22.1K
$1.63M
|