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 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.33K+ 102.25% |
$518K - $576K
|
16.5K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.34K+ 12.1% |
$208K - $231K
|
30.9K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-605- 4.38% |
$37.6K - $41.8K
|
13.2K
$878K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-9.03K- 78.31% |
$561K - $624K
|
2.5K
$166K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.65KNew |
$476K - $529K
|
7.65K
$509K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
825+ 14.34% |
$51.3K - $57K
|
6.58K
$438K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
30.4KNew |
$1.89M - $2.1M
|
30.4K
$2.02M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.36K- 98.56% |
$209K - $232K
|
49
$3.26K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.05K+ 28.83% |
$252K - $280K
|
18.1K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.17KNew |
$197K - $219K
|
3.17K
$211K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.18KNew |
$73K - $81.2K
|
1.18K
$78.1K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-203- 6.32% |
$12.6K - $14K
|
3.01K
$200K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.04K+ 57.49% |
$127K - $141K
|
5.59K
$371K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.55K+ 14.32% |
$96.4K - $107K
|
12.4K
$823K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-246- 9.18% |
$15.3K - $17K
|
2.43K
$162K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
4+ 2.84% |
$249 - $276
|
145
$9.64K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
198+ 2.31% |
$12.3K - $13.7K
|
8.76K
$582K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
68+ 33.01% |
$4.23K - $4.7K
|
274
$18.2K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
2.77K+ 27.52% |
$172K - $192K
|
12.8K
$854K
|
|
|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
34.9KNew |
$2.17M - $2.41M
|
34.9K
$2.32M
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
52+ 108.33% |
$2.83K - $3.34K
|
100
$6.65K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
19New |
$1.03K - $1.22K
|
19
$1.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.42KNew |
$186K - $220K
|
3.42K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-225- 3.1% |
$12.2K - $14.5K
|
7.04K
$468K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
64New |
$3.48K - $4.11K
|
64
$4.26K
|
|
|
Feb 12, 2024
Q4 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-26- 0.51% |
$1.41K - $1.67K
|
5.03K
$334K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.04KNew |
$111K - $131K
|
2.04K
$136K
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
107New |
$5.82K - $6.87K
|
107
$7.12K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
46.7KNew |
$2.54M - $3M
|
46.7K
$3.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.35KNew |
$73.4K - $86.7K
|
1.35K
$89.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
55+ 12.94% |
$2.99K - $3.53K
|
480
$31.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-775- 16.8% |
$42.2K - $49.8K
|
3.84K
$255K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
400New |
$21.8K - $25.7K
|
400
$26.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-633- 4.48% |
$34.4K - $40.7K
|
13.5K
$898K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
17+ 0.34% |
$925 - $1.09K
|
5K
$332K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
560New |
$30.5K - $36K
|
560
$37.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-302- 7.72% |
$16.4K - $19.4K
|
3.61K
$240K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
197New |
$10.7K - $12.7K
|
197
$13.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-828- 4.99% |
$45K - $53.2K
|
15.8K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-637- 5.68% |
$34.7K - $40.9K
|
10.6K
$703K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-53- 0.75% |
$3.01K - $3.31K
|
6.98K
$464K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
140New |
$7.94K - $8.75K
|
140
$9.31K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-40- 50.63% |
$2.27K - $2.5K
|
39
$2.59K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13New |
$738 - $813
|
13
$865
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-293- 4.82% |
$16.6K - $18.3K
|
5.79K
$385K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
7KNew |
$397K - $438K
|
7K
$466K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
28New |
$1.59K - $1.75K
|
28
$1.86K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
150+ 3.06% |
$8.51K - $9.38K
|
5.06K
$336K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-1.21K- 60.83% |
$71.8K - $75.1K
|
781
$51.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-144- 77.84% |
$8.52K - $8.92K
|
41
$2.73K
|
|