Latest Institutional Purchases of Ishares Esg Advanced Msci Eafe (DMXF)
This list provides information on the latest institutional transactions involving Ishares Esg Advanced Msci Eafe (DMXF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.51K+ 10.92% |
$96.6K - $106K
|
15.4K
$1.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
1.45K+ 15.31% |
$92.3K - $101K
|
10.9K
$823K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.4K+ 13.64% |
$89.3K - $98.1K
|
11.6K
$880K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.28K+ 7.91% |
$81.7K - $89.8K
|
17.4K
$1.32M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.27K+ 13.47% |
$81K - $89K
|
10.7K
$808K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.02KNew |
$65.1K - $71.5K
|
1.02K
$77K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
894New |
$57.1K - $62.7K
|
894
$67.6K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
703+ 13.75% |
$44.9K - $49.3K
|
5.82K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
682+ 4.12% |
$43.6K - $47.9K
|
17.2K
$1.3M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
597+ 119.4% |
$38.2K - $41.9K
|
1.1K
$83K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
584+ 13.22% |
$37.3K - $41K
|
5K
$378K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
513+ 2.32% |
$32.8K - $36K
|
22.6K
$1.71M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
479+ 4.33% |
$30.6K - $33.6K
|
11.5K
$873K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
440+ 2.15% |
$28.1K - $30.9K
|
20.9K
$1.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Verity Wealth Advisors
|
BUY
|
- |
426+ 3.32% |
$27.2K - $29.9K
|
13.3K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
345+ 9.25% |
$22K - $24.2K
|
4.08K
$308K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
240New |
$15.3K - $16.8K
|
240
$18.1K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
221+ 6.5% |
$14.1K - $15.5K
|
3.62K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
210+ 0.74% |
$13.4K - $14.7K
|
28.8K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
200+ 6.25% |
$12.8K - $14K
|
3.4K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
185+ 3.57% |
$11.8K - $13K
|
5.37K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
170+ 2.9% |
$10.9K - $11.9K
|
6.02K
$455K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
160+ 8.23% |
$10.2K - $11.2K
|
2.1K
$159K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
150+ 13.45% |
$9.59K - $10.5K
|
1.27K
$95.7K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
140New |
$8.95K - $9.83K
|
140
$10.6K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
130New |
$8.31K - $9.12K
|
130
$9.83K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
92+ 1.37% |
$5.88K - $6.46K
|
6.79K
$514K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
72+ 1.67% |
$4.6K - $5.05K
|
4.39K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
25New |
$1.6K - $1.75K
|
25
$1.89K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
25+ 0.06% |
$1.6K - $1.75K
|
42K
$3.18M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1+ 0.01% |
$63.9 - $70.2
|
13.4K
$1.01M
|
|
| Q4 2024 | |||||||
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
20.2KNew |
$1.31M - $1.44M
|
20.2K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
15KNew |
$969K - $1.07M
|
15K
$1.13M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.4K+ 46.36% |
$669K - $739K
|
32.7K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
8.62KNew |
$557K - $616K
|
8.62K
$652K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
8.31KNew |
$537K - $593K
|
8.31K
$628K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6.96KNew |
$450K - $497K
|
6.96K
$527K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.38KNew |
$412K - $455K
|
6.38K
$482K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.64KNew |
$235K - $260K
|
3.64K
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
3.46KNew |
$223K - $247K
|
3.46K
$261K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.37KNew |
$153K - $170K
|
2.37K
$179K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.33K+ 7.97% |
$150K - $166K
|
31.5K
$2.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.24KNew |
$145K - $160K
|
2.24K
$169K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.87KNew |
$121K - $134K
|
1.87K
$141K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.41K+ 18.49% |
$91.4K - $101K
|
9.06K
$685K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.35K+ 7.46% |
$87.2K - $96.4K
|
19.5K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
1.35K+ 15.02% |
$87.1K - $96.3K
|
10.3K
$781K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
531+ 17.26% |
$34.3K - $37.9K
|
3.61K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
371+ 10.33% |
$24K - $26.5K
|
3.96K
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
336+ 9.84% |
$21.7K - $24K
|
3.75K
$284K
|
|