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 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-5.25K- 38.52% |
$336K - $369K
|
8.38K
$620K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-396- 8.41% |
$25.3K - $27.8K
|
4.32K
$319K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.47K- 27.87% |
$286K - $314K
|
11.6K
$855K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-6.88K- 9.54% |
$440K - $483K
|
65.3K
$4.83M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.66K- 30.45% |
$234K - $257K
|
8.36K
$618K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
200+ 6.25% |
$12.8K - $14K
|
3.4K
$251K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.36K- 28.43% |
$151K - $166K
|
5.94K
$439K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.75K+ 5.67% |
$240K - $263K
|
69.8K
$5.16M
|
|
|
May 12, 2025
Q1 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3.68K+ 121.99% |
$235K - $259K
|
6.7K
$496K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-85.8K- 29.18% |
$5.48M - $6.02M
|
208K
$15.4M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-395- 46.64% |
$25.2K - $27.7K
|
452
$33.4K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-689- 2.14% |
$44K - $48.4K
|
31.4K
$2.33M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
584+ 13.22% |
$37.3K - $41K
|
5K
$370K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
440+ 2.15% |
$28.1K - $30.9K
|
20.9K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.47K+ 28.27% |
$158K - $174K
|
11.2K
$830K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.1K- 48.5% |
$1.67M - $1.83M
|
27.7K
$2.05M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
10.5K+ 15.95% |
$670K - $736K
|
76.3K
$5.64M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
25+ 0.06% |
$1.6K - $1.75K
|
42K
$3.11M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-626- 80.05% |
$40K - $43.9K
|
156
$11.5K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
92+ 1.37% |
$5.88K - $6.46K
|
6.79K
$502K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-288- 15.99% |
$18.4K - $20.2K
|
1.51K
$112K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.18K- 34.59% |
$395K - $434K
|
11.7K
$865K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1+ 0.01% |
$63.9 - $70.2
|
13.4K
$987K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
221+ 6.5% |
$14.1K - $15.5K
|
3.62K
$268K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-234- 7.98% |
$15K - $16.4K
|
2.7K
$200K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
479+ 4.33% |
$30.6K - $33.6K
|
11.5K
$854K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-117K- 27.41% |
$7.45M - $8.18M
|
309K
$22.8M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
9.01K+ 29.45% |
$576K - $632K
|
39.6K
$2.93M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
13.8K+ 23.25% |
$881K - $967K
|
73.1K
$5.4M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.31K- 50.6% |
$83.5K - $91.7K
|
1.28K
$94.4K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-850- 3.85% |
$54.3K - $59.7K
|
21.2K
$1.57M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-27K- 3.47% |
$1.73M - $1.9M
|
753K
$55.7M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.21K- 20.07% |
$141K - $155K
|
8.81K
$651K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-34.1K- 24.16% |
$2.18M - $2.4M
|
107K
$7.92M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.12K- 21.71% |
$71.8K - $78.8K
|
4.05K
$299K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-18.5K- 34.27% |
$1.19M - $1.3M
|
35.6K
$2.63M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.69K- 22.37% |
$172K - $189K
|
9.35K
$691K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
703+ 13.75% |
$44.9K - $49.3K
|
5.82K
$430K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.68K- 32.82% |
$171K - $188K
|
5.49K
$406K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
185+ 3.57% |
$11.8K - $13K
|
5.37K
$397K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.02KNew |
$65.1K - $71.5K
|
1.02K
$75.3K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-2.58K- 45.22% |
$165K - $181K
|
3.12K
$231K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.62K- 36.95% |
$359K - $394K
|
9.58K
$709K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.07K- 1.52% |
$68.3K - $75K
|
69K
$5.1M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-161- 38.33% |
$10.3K - $11.3K
|
259
$19.2K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.98K- 35.83% |
$127K - $139K
|
3.55K
$263K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.43K- 22.24% |
$91.5K - $101K
|
5.01K
$370K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-165- 44.96% |
$10.5K - $11.6K
|
202
$14.9K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-178- 4.01% |
$11.4K - $12.5K
|
4.26K
$315K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-6.66K- 3.39% |
$425K - $467K
|
190K
$14M
|