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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
2.73KNew |
$164K - $204K
|
2.73K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
95+ 3.74% |
$5.7K - $7.12K
|
2.64K
$201K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.83KNew |
$170K - $212K
|
2.83K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.82K- 13.6% |
$109K - $136K
|
11.5K
$881K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
70+ 1.01% |
$4.2K - $5.24K
|
7.03K
$537K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
138New |
$8.28K - $10.3K
|
138
$10.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.05KNew |
$363K - $454K
|
6.05K
$462K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
905New |
$54.3K - $67.8K
|
905
$69.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-8- 3.96% |
$480 - $599
|
194
$14.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.76KNew |
$166K - $207K
|
2.76K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.5K- 50.0% |
$150K - $187K
|
2.5K
$191K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-11.5K- 50.6% |
$687K - $858K
|
11.2K
$854K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.02KNew |
$61.4K - $76.7K
|
1.02K
$78.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-15- 0.25% |
$900 - $1.12K
|
5.93K
$453K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-1.95K- 33.51% |
$117K - $146K
|
3.87K
$295K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
117+ 3.29% |
$7.02K - $8.77K
|
3.67K
$280K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-305- 6.09% |
$18.3K - $22.9K
|
4.7K
$359K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-126- 9.33% |
$7.56K - $9.44K
|
1.22K
$93.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-524- 6.27% |
$31.4K - $39.3K
|
7.83K
$598K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.47K- 6.64% |
$87.9K - $110K
|
20.6K
$1.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-57- 1.43% |
$3.42K - $4.27K
|
3.93K
$300K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-11- 4.26% |
$660 - $824
|
247
$18.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-50- 11.06% |
$3K - $3.75K
|
402
$30.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-79- 0.82% |
$4.74K - $5.92K
|
9.5K
$726K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1- 0.64% |
$60 - $74.9
|
155
$11.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
691+ 7.85% |
$41.4K - $51.8K
|
9.5K
$725K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
165+ 35.11% |
$9.9K - $12.4K
|
635
$48.5K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-122- 1.98% |
$7.32K - $9.14K
|
6.03K
$461K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
255New |
$15.3K - $19.1K
|
255
$19.5K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.08K+ 40.3% |
$64.9K - $81.1K
|
3.77K
$288K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-335- 8.27% |
$20.1K - $25.1K
|
3.71K
$284K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-147- 1.91% |
$8.82K - $11K
|
7.56K
$577K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-37- 0.32% |
$2.22K - $2.77K
|
11.5K
$881K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-216- 24.16% |
$13K - $16.2K
|
678
$51.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.74KNew |
$165K - $206K
|
2.74K
$210K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
8.31K+ 163.63% |
$499K - $623K
|
13.4K
$1.02M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-897- 4.09% |
$53.8K - $67.2K
|
21K
$1.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
195+ 2.93% |
$11.7K - $14.6K
|
6.84K
$523K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-36.5K- 10.82% |
$2.19M - $2.74M
|
301K
$23M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25K- 90.05% |
$1.5M - $1.87M
|
2.76K
$211K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-38- 0.32% |
$2.28K - $2.85K
|
11.7K
$890K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-81- 6.42% |
$4.86K - $6.07K
|
1.18K
$90.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-998- 98.04% |
$59.9K - $74.8K
|
20
$1.53K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-11.6K- 38.23% |
$697K - $871K
|
18.8K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
54+ 4.82% |
$3.24K - $4.05K
|
1.18K
$89.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.09K+ 47.45% |
$185K - $232K
|
9.61K
$734K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-49- 31.61% |
$2.94K - $3.67K
|
106
$8.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-68- 1.4% |
$4.08K - $5.09K
|
4.8K
$367K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
65New |
$3.9K - $4.87K
|
65
$4.96K
|
|