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 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-73- 11.21% |
$4.73K - $5.32K
|
578
$38.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-688- 13.32% |
$44.6K - $50.1K
|
4.48K
$298K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.69K+ 36.11% |
$110K - $123K
|
6.37K
$424K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-29- 0.32% |
$1.88K - $2.11K
|
8.97K
$597K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.58K+ 7.71% |
$102K - $115K
|
22K
$1.47M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
80+ 0.31% |
$5.19K - $5.83K
|
26.2K
$1.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
623+ 38.08% |
$40.4K - $45.4K
|
2.26K
$150K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
39+ 1.15% |
$2.53K - $2.84K
|
3.43K
$228K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-126K- 20.05% |
$8.19M - $9.2M
|
504K
$33.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.13K- 41.14% |
$138K - $155K
|
3.05K
$203K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
75+ 1.45% |
$4.86K - $5.46K
|
5.23K
$348K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.4KNew |
$221K - $248K
|
3.4K
$226K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.33% |
$648 - $728
|
3.08K
$205K
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
933+ 5.73% |
$60.5K - $67.9K
|
17.2K
$1.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
49+ 32.45% |
$3.18K - $3.57K
|
200
$13.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
215+ 1.78% |
$13.9K - $15.7K
|
12.3K
$816K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
39.5K+ 26.83% |
$2.56M - $2.88M
|
187K
$12.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
148+ 2.86% |
$9.59K - $10.8K
|
5.33K
$354K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
546New |
$35.4K - $39.8K
|
546
$36.3K
|
|
| Q2 2024 | |||||||
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-63- 1.8% |
$4.05K - $4.42K
|
3.43K
$228K
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3.13KNew |
$202K - $220K
|
3.13K
$208K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
117K+ 203.12% |
$7.55M - $8.23M
|
175K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.7KNew |
$1.72M - $1.87M
|
26.7K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
546+ 13.14% |
$35.1K - $38.3K
|
4.7K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4+ 0.17% |
$257 - $281
|
2.36K
$157K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-25- 0.21% |
$1.61K - $1.75K
|
12K
$796K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.29K- 0.25% |
$147K - $160K
|
920K
$61.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
23+ 0.57% |
$1.48K - $1.61K
|
4.04K
$269K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
840New |
$54.1K - $58.9K
|
840
$55.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 8.82% |
$193 - $210
|
37
$2.46K
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3.46KNew |
$223K - $243K
|
3.46K
$230K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12New |
$772 - $842
|
12
$798
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.6K- 45.61% |
$167K - $182K
|
3.1K
$206K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
71New |
$4.57K - $4.98K
|
71
$4.72K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.09KNew |
$70.3K - $76.6K
|
1.09K
$72.6K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-219- 3.91% |
$14.1K - $15.4K
|
5.38K
$358K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
66New |
$4.25K - $4.63K
|
66
$4.39K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-36- 37.5% |
$2.32K - $2.53K
|
60
$3.99K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
44+ 0.31% |
$2.83K - $3.09K
|
14.1K
$941K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4+ 1.82% |
$257 - $281
|
224
$14.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.23% |
$64.4 - $70.2
|
82
$5.45K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
268New |
$17.2K - $18.8K
|
268
$17.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
47.9KNew |
$3.08M - $3.36M
|
47.9K
$3.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
46+ 1.51% |
$2.96K - $3.23K
|
3.1K
$206K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
221+ 49.11% |
$14.2K - $15.5K
|
671
$44.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
29.2KNew |
$1.88M - $2.05M
|
29.2K
$1.94M
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-462- 1.79% |
$29.7K - $32.4K
|
25.4K
$1.69M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
3+ 0.09% |
$187 - $207
|
3.44K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.34KNew |
$207K - $231K
|
3.34K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-265- 1.44% |
$16.5K - $18.3K
|
18.2K
$1.21M
|
|