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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-998- 21.75% |
$71.5K - $76K
|
3.59K
$274K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-1.54K- 5.16% |
$111K - $118K
|
28.4K
$2.17M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-70- 2.24% |
$5.01K - $5.33K
|
3.05K
$233K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-28.7K- 81.74% |
$2.05M - $2.18M
|
6.41K
$489K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-185- 0.49% |
$13.2K - $14.1K
|
37.3K
$2.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
177+ 6.29% |
$12.7K - $13.5K
|
2.99K
$228K
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
BUY
|
- |
540+ 1.73% |
$38.7K - $41.1K
|
31.8K
$2.43M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-59- 1.9% |
$4.22K - $4.49K
|
3.05K
$233K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-520- 14.96% |
$37.2K - $39.6K
|
2.96K
$226K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.9KNew |
$207K - $220K
|
2.9K
$221K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.53K- 8.28% |
$181K - $192K
|
28K
$2.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
6.66K+ 42.21% |
$477K - $507K
|
22.4K
$1.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-293- 6.08% |
$21K - $22.3K
|
4.53K
$346K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
58+ 1.73% |
$4.15K - $4.41K
|
3.42K
$261K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-5.27K- 20.8% |
$377K - $401K
|
20.1K
$1.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.57K- 1.97% |
$327K - $348K
|
227K
$17.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
1+ 0.03% |
$71.6 - $76.1
|
3.58K
$274K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-570- 36.61% |
$40.8K - $43.4K
|
987
$75.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-15.7K- 79.43% |
$1.13M - $1.2M
|
4.07K
$311K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
891+ 6.79% |
$63.8K - $67.8K
|
14K
$1.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-4.1K- 49.43% |
$293K - $312K
|
4.19K
$320K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
18+ 0.05% |
$1.29K - $1.37K
|
39.6K
$3.03M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.22K- 40.37% |
$589K - $626K
|
12.1K
$927K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.47K+ 3.05% |
$105K - $112K
|
49.6K
$3.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
79+ 1.1% |
$5.66K - $6.01K
|
7.28K
$556K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
9.08K+ 24.37% |
$650K - $691K
|
46.4K
$3.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
13+ 1.75% |
$931 - $989
|
756
$57.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-3.4K- 41.99% |
$243K - $259K
|
4.7K
$359K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-90- 0.92% |
$6.44K - $6.85K
|
9.71K
$741K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.34K+ 25.53% |
$168K - $178K
|
11.5K
$879K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-80- 0.46% |
$5.73K - $6.09K
|
17.2K
$1.32M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
853+ 1.13% |
$61.1K - $64.9K
|
76.4K
$5.84M
|
|
|
Oct 10, 2025
Q3 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
407+ 7.86% |
$29.1K - $31K
|
5.58K
$426K
|
|
|
Oct 09, 2025
Q3 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.94K+ 11.12% |
$139K - $147K
|
19.3K
$1.48M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-867- 1.95% |
$52K - $65K
|
43.6K
$3.33M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
254New |
$15.2K - $19K
|
254
$19.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.32K- 12.48% |
$139K - $174K
|
16.3K
$1.24M
|
|
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
10.3KNew |
$616K - $769K
|
10.3K
$784K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.92KNew |
$175K - $219K
|
2.92K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-434- 6.39% |
$26K - $32.5K
|
6.36K
$486K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-672- 12.97% |
$40.3K - $50.3K
|
4.51K
$345K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
515New |
$30.9K - $38.6K
|
515
$39.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-26- 1.07% |
$1.56K - $1.95K
|
2.41K
$184K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
708+ 21.22% |
$42.5K - $53K
|
4.05K
$309K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.9K+ 18.9% |
$114K - $142K
|
11.9K
$912K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-117- 1.49% |
$7.02K - $8.77K
|
7.75K
$592K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.97KNew |
$178K - $223K
|
2.97K
$227K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.16K+ 14.05% |
$129K - $162K
|
17.5K
$1.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-127- 3.08% |
$7.62K - $9.51K
|
4K
$306K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.62KNew |
$517K - $646K
|
8.62K
$659K
|
|