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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-570- 10.22% |
$36.8K - $40.7K
|
5.01K
$370K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
113+ 13.92% |
$7.3K - $8.07K
|
925
$68.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.23K- 6.68% |
$144K - $159K
|
31.1K
$2.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.87KNew |
$121K - $134K
|
1.87K
$138K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
310New |
$20K - $22.1K
|
310
$22.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
153+ 2.92% |
$9.89K - $10.9K
|
5.39K
$398K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
371+ 10.33% |
$24K - $26.5K
|
3.96K
$293K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
180+ 3.41% |
$11.6K - $12.9K
|
5.46K
$403K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
3.46KNew |
$223K - $247K
|
3.46K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
531+ 17.26% |
$34.3K - $37.9K
|
3.61K
$267K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
90+ 1.09% |
$5.82K - $6.43K
|
8.34K
$617K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
136+ 22.41% |
$8.79K - $9.71K
|
743
$54.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
8.31KNew |
$537K - $593K
|
8.31K
$614K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
20.2KNew |
$1.31M - $1.44M
|
20.2K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.38KNew |
$412K - $455K
|
6.38K
$471K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 5.21% |
$969 - $1.07K
|
303
$22.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
174+ 3.89% |
$11.2K - $12.4K
|
4.65K
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.24KNew |
$145K - $160K
|
2.24K
$166K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
336+ 9.84% |
$21.7K - $24K
|
3.75K
$277K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
74+ 1.39% |
$4.78K - $5.29K
|
5.4K
$400K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.33K+ 7.97% |
$150K - $166K
|
31.5K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
41+ 0.81% |
$2.65K - $2.93K
|
5.08K
$376K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
8.62KNew |
$557K - $616K
|
8.62K
$638K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
78New |
$5.04K - $5.57K
|
78
$5.77K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
1.35K+ 15.02% |
$87.1K - $96.3K
|
10.3K
$763K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-701- 2.76% |
$45.3K - $50.1K
|
24.7K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 2.44% |
$129 - $143
|
84
$6.21K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.16K- 95.57% |
$140K - $154K
|
100
$7.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
77+ 17.99% |
$4.98K - $5.5K
|
505
$37.3K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-509- 10.87% |
$33K - $37.1K
|
4.17K
$309K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
162New |
$10.5K - $11.8K
|
162
$12K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-100- 6.5% |
$6.48K - $7.28K
|
1.44K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
562New |
$36.4K - $40.9K
|
562
$41.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
93KNew |
$6.03M - $6.77M
|
93K
$6.88M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3KNew |
$194K - $218K
|
3K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.47K+ 43.32% |
$420K - $471K
|
21.4K
$1.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.9KNew |
$188K - $211K
|
2.9K
$215K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
11.8K+ 57.27% |
$762K - $856K
|
32.3K
$2.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
42New |
$2.72K - $3.06K
|
42
$3.11K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
232New |
$15K - $16.9K
|
232
$17.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
675+ 13.45% |
$43.8K - $49.2K
|
5.69K
$421K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
26New |
$1.69K - $1.89K
|
26
$1.92K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.89KNew |
$187K - $210K
|
2.89K
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-286- 10.58% |
$18.5K - $20.8K
|
2.42K
$179K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-234- 4.24% |
$15.2K - $17K
|
5.29K
$391K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
156+ 23.18% |
$10.1K - $11.4K
|
829
$61.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-73- 11.21% |
$4.73K - $5.32K
|
578
$42.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-126K- 20.05% |
$8.19M - $9.2M
|
504K
$37.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
39+ 1.15% |
$2.53K - $2.84K
|
3.43K
$253K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-25- 0.21% |
$1.61K - $1.75K
|
12K
$886K
|
|