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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.83K+ 36.38% |
$183K - $206K
|
10.6K
$705K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
510New |
$33.1K - $37.1K
|
510
$33.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
112+ 0.38% |
$7.26K - $8.16K
|
29.2K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5K+ 33.33% |
$324K - $364K
|
20K
$1.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
447New |
$29K - $32.6K
|
447
$29.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.9K+ 15.21% |
$1.87M - $2.1M
|
219K
$14.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3.68KNew |
$238K - $268K
|
3.68K
$244K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-211- 28.17% |
$13.7K - $15.4K
|
538
$35.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.6K+ 18.21% |
$2.18M - $2.45M
|
218K
$14.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.81K- 36.46% |
$182K - $205K
|
4.9K
$326K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
267+ 7.69% |
$17.3K - $19.4K
|
3.74K
$249K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.3K+ 32.63% |
$795K - $893K
|
49.9K
$3.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-4.38K- 4.2% |
$284K - $319K
|
99.8K
$6.63M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 19.18% |
$72K - $80.8K
|
6.9K
$459K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6- 0.06% |
$389 - $437
|
9.36K
$622K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.5K+ 24.96% |
$97K - $109K
|
7.49K
$498K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29.1K+ 49.98% |
$1.88M - $2.12M
|
87.2K
$5.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.02K- 2.38% |
$66.3K - $74.4K
|
42K
$2.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
11.8K+ 57.27% |
$762K - $856K
|
32.3K
$2.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.9KNew |
$188K - $211K
|
2.9K
$193K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.39KNew |
$220K - $247K
|
3.39K
$225K
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
30.4KNew |
$1.97M - $2.22M
|
30.4K
$2.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
8+ 0.14% |
$519 - $583
|
5.58K
$371K
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.12K+ 13.15% |
$267K - $300K
|
35.4K
$2.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.12K+ 4.32% |
$72.7K - $81.6K
|
27.1K
$1.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.53K+ 18.43% |
$294K - $330K
|
29.1K
$1.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-42.8K- 44.36% |
$2.78M - $3.12M
|
53.7K
$3.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
349New |
$22.6K - $25.4K
|
349
$23.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
423K+ 25.29% |
$27.4M - $30.8M
|
2.1M
$139M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-846- 12.03% |
$54.8K - $61.6K
|
6.19K
$411K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
43+ 0.71% |
$2.79K - $3.13K
|
6.14K
$408K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.56K+ 13.47% |
$101K - $113K
|
13.1K
$873K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
152+ 23.71% |
$9.85K - $11.1K
|
793
$52.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
184+ 33.64% |
$11.9K - $13.4K
|
731
$48.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
300+ 13.55% |
$19.4K - $21.8K
|
2.51K
$167K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
53+ 1.44% |
$3.44K - $3.86K
|
3.73K
$248K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
42New |
$2.72K - $3.06K
|
42
$2.79K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
1.92K+ 30.62% |
$124K - $140K
|
8.17K
$544K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7.98K+ 40.75% |
$517K - $581K
|
27.5K
$1.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.31K+ 26.12% |
$84.7K - $95.2K
|
6.31K
$420K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
12.8K+ 42.57% |
$827K - $929K
|
42.7K
$2.84M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-300- 2.96% |
$19.4K - $21.8K
|
9.85K
$655K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.7K- 12.27% |
$370K - $415K
|
40.8K
$2.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
126K+ 25.28% |
$8.15M - $9.15M
|
623K
$41.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.24K+ 23.18% |
$80.5K - $90.4K
|
6.59K
$439K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.42K+ 20.06% |
$157K - $176K
|
14.5K
$962K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.7K+ 26.72% |
$499K - $560K
|
36.5K
$2.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
645+ 3.05% |
$41.8K - $47K
|
21.8K
$1.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
225+ 3.3% |
$14.6K - $16.4K
|
7.04K
$468K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
232New |
$15K - $16.9K
|
232
$15.4K
|