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, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.13K- 36.33% |
$153K - $162K
|
3.73K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-370- 2.57% |
$26.5K - $28.2K
|
14K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-284K- 82.53% |
$20.4M - $21.6M
|
60.2K
$4.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
195+ 1.76% |
$14K - $14.8K
|
11.3K
$860K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
40+ 0.8% |
$2.86K - $3.04K
|
5.07K
$387K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-342- 5.47% |
$24.5K - $26K
|
5.91K
$451K
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-112- 1.2% |
$8.02K - $8.52K
|
9.24K
$705K
|
|
|
Nov 12, 2025
Q3 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-1.91K- 33.62% |
$137K - $145K
|
3.77K
$288K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
3.33K+ 75.91% |
$239K - $254K
|
7.73K
$590K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.3K+ 1.0% |
$92.7K - $98.6K
|
130K
$9.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.2K- 42.93% |
$733K - $779K
|
13.6K
$1.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2.68KNew |
$192K - $204K
|
2.68K
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-139K- 66.84% |
$9.96M - $10.6M
|
69K
$5.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-18.5K- 42.5% |
$1.32M - $1.41M
|
25K
$1.91M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
681+ 1.0% |
$48.8K - $51.8K
|
68.7K
$5.24M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7+ 0.0% |
$501 - $533
|
731K
$55.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-34.2K- 93.82% |
$2.45M - $2.6M
|
2.25K
$172K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7+ 0.18% |
$501 - $533
|
3.94K
$301K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
98+ 1.0% |
$7.02K - $7.46K
|
9.9K
$756K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
179+ 5.01% |
$12.8K - $13.6K
|
3.76K
$287K
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
SELL
|
- |
-379- 4.54% |
$27.1K - $28.8K
|
7.96K
$608K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-17- 56.67% |
$1.22K - $1.29K
|
13
$993
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-948- 10.45% |
$67.9K - $72.2K
|
8.13K
$621K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22.4K- 89.13% |
$1.6M - $1.7M
|
2.73K
$209K
|
|
|
Nov 04, 2025
Q3 2025
|
Arjuna Capital
|
BUY
|
- |
20.5K+ 234.53% |
$1.47M - $1.56M
|
29.2K
$2.23M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-147- 29.94% |
$10.5K - $11.2K
|
344
$26.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
100+ 2.78% |
$7.16K - $7.61K
|
3.7K
$283K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
6.74KNew |
$483K - $513K
|
6.74K
$515K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.44M- 98.4% |
$103M - $109M
|
23.4K
$1.79M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.89KNew |
$350K - $372K
|
4.89K
$373K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-802- 11.86% |
$57.4K - $61K
|
5.96K
$455K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-21.1K- 55.47% |
$1.51M - $1.6M
|
16.9K
$1.29M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.25K- 99.44% |
$89.8K - $95.4K
|
7
$535
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-121- 5.74% |
$8.66K - $9.21K
|
1.99K
$152K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
10+ 0.02% |
$716 - $761
|
42K
$3.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Baillie Gifford & CO
|
BUY
|
- |
35.4KNew |
$2.53M - $2.69M
|
35.4K
$2.7M
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
99+ 2.91% |
$7.09K - $7.53K
|
3.51K
$268K
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
648+ 21.51% |
$46.4K - $49.3K
|
3.66K
$280K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
13.2K+ 17.34% |
$942K - $1M
|
89K
$6.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
2.22KNew |
$159K - $169K
|
2.22K
$169K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-96- 0.12% |
$6.87K - $7.31K
|
79.7K
$6.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
7.59K+ 10.72% |
$544K - $578K
|
78.4K
$5.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12- 0.25% |
$859 - $913
|
4.77K
$364K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
205+ 3.19% |
$14.7K - $15.6K
|
6.63K
$506K
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-904- 1.34% |
$64.7K - $68.8K
|
66.7K
$5.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 68.97% |
$1.43K - $1.52K
|
49
$3.74K
|
|
|
Oct 28, 2025
Q3 2025
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
1.41K+ 16.03% |
$101K - $107K
|
10.2K
$781K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-904- 44.05% |
$64.7K - $68.8K
|
1.15K
$87.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
259+ 0.59% |
$18.5K - $19.7K
|
43.9K
$3.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-496- 4.55% |
$35.5K - $37.8K
|
10.4K
$794K
|
|