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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
240New |
$15.3K - $16.8K
|
240
$17.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.18K- 17.54% |
$140K - $153K
|
10.3K
$759K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.17K- 35.37% |
$138K - $152K
|
3.96K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.61K- 25.28% |
$167K - $183K
|
7.71K
$570K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-831K- 35.8% |
$53.1M - $58.3M
|
1.49M
$110M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
513+ 2.32% |
$32.8K - $36K
|
22.6K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-13.5K- 38.01% |
$860K - $944K
|
21.9K
$1.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
894New |
$57.1K - $62.7K
|
894
$66.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.18K+ 11.24% |
$267K - $293K
|
41.3K
$3.06M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.83K- 40.53% |
$117K - $128K
|
2.69K
$199K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-14.7K- 44.4% |
$937K - $1.03M
|
18.4K
$1.36M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
5.99K+ 10.72% |
$383K - $420K
|
61.9K
$4.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-158- 2.18% |
$10.1K - $11.1K
|
7.1K
$525K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
1.45K+ 15.31% |
$92.3K - $101K
|
10.9K
$805K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-48- 2.23% |
$3.07K - $3.37K
|
2.11K
$156K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
345+ 9.25% |
$22K - $24.2K
|
4.08K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
BUY
|
- |
426+ 3.32% |
$27.2K - $29.9K
|
13.3K
$981K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.6K- 28.97% |
$740K - $813K
|
28.4K
$2.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-895- 41.49% |
$57.2K - $62.8K
|
1.26K
$93.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-2.26K- 27.59% |
$144K - $158K
|
5.93K
$438K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.57K+ 3.83% |
$101K - $110K
|
42.6K
$3.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-513- 44.69% |
$32.8K - $36K
|
635
$47K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-354K- 51.17% |
$22.6M - $24.8M
|
337K
$25M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
8.31K+ 592.44% |
$531K - $583K
|
9.72K
$718K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-4.08K- 38.05% |
$261K - $287K
|
6.65K
$491K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
200+ 2.56% |
$12.8K - $14K
|
8.02K
$593K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.76K+ 9.99% |
$177K - $194K
|
30.4K
$2.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
150+ 13.45% |
$9.59K - $10.5K
|
1.27K
$93.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
160+ 8.23% |
$10.2K - $11.2K
|
2.1K
$156K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-71.3K- 33.99% |
$4.56M - $5.01M
|
139K
$10.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-845- 21.64% |
$54K - $59.3K
|
3.06K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.28K+ 7.91% |
$81.7K - $89.8K
|
17.4K
$1.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.9K- 17.08% |
$121K - $133K
|
9.22K
$682K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-67- 30.59% |
$4.28K - $4.7K
|
152
$11.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 73.17% |
$1.92K - $2.11K
|
11
$813
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.4K+ 46.36% |
$669K - $739K
|
32.7K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
15KNew |
$969K - $1.07M
|
15K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
167+ 5.1% |
$10.8K - $11.9K
|
3.44K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-12- 0.51% |
$775 - $857
|
2.35K
$174K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.41K+ 18.49% |
$91.4K - $101K
|
9.06K
$670K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.64KNew |
$235K - $260K
|
3.64K
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.2K- 36.0% |
$465K - $514K
|
12.8K
$947K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-751- 17.42% |
$48.5K - $53.6K
|
3.56K
$263K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.37KNew |
$153K - $170K
|
2.37K
$175K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-74Closed |
$4.78K - $5.29K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6.96KNew |
$450K - $497K
|
6.96K
$515K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
110+ 8.59% |
$7.11K - $7.86K
|
1.39K
$103K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.35K+ 7.46% |
$87.2K - $96.4K
|
19.5K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
166New |
$10.7K - $11.9K
|
166
$12.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
29+ 2.66% |
$1.87K - $2.07K
|
1.12K
$82.9K
|
|