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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.19KNew |
$207K - $232K
|
3.19K
$212K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.08KNew |
$199K - $224K
|
3.08K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3K+ 163.83% |
$195K - $219K
|
4.84K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3KNew |
$194K - $218K
|
3K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.99K+ 11.62% |
$194K - $218K
|
28.7K
$1.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.9KNew |
$188K - $211K
|
2.9K
$193K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.89KNew |
$187K - $210K
|
2.89K
$192K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.83K+ 36.38% |
$183K - $206K
|
10.6K
$705K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.64K+ 22.01% |
$171K - $192K
|
14.6K
$972K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.47K+ 4.63% |
$160K - $180K
|
55.8K
$3.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.42K+ 20.06% |
$157K - $176K
|
14.5K
$962K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.26K+ 8.57% |
$146K - $164K
|
28.6K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.25K+ 2.31% |
$146K - $164K
|
99.7K
$6.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.15K+ 33.73% |
$140K - $157K
|
8.54K
$568K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.06K+ 38.62% |
$133K - $150K
|
7.38K
$491K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
1.92K+ 30.62% |
$124K - $140K
|
8.17K
$544K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.85K+ 32.5% |
$120K - $135K
|
7.56K
$503K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.83K+ 22.47% |
$118K - $133K
|
9.95K
$662K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.69K+ 36.11% |
$110K - $123K
|
6.37K
$424K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.58K+ 7.71% |
$102K - $115K
|
22K
$1.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.56K+ 13.47% |
$101K - $113K
|
13.1K
$873K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.55K+ 21.39% |
$101K - $113K
|
8.81K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.54K+ 19.7% |
$99.7K - $112K
|
9.35K
$621K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.52K+ 23.34% |
$98.3K - $110K
|
8.01K
$533K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.5K+ 24.96% |
$97K - $109K
|
7.49K
$498K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.33K+ 41.0% |
$86.3K - $96.9K
|
4.58K
$304K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.31K+ 26.12% |
$84.7K - $95.2K
|
6.31K
$420K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.26K+ 2.11% |
$81.8K - $91.8K
|
61.1K
$4.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.26K+ 9.49% |
$81.6K - $91.7K
|
14.5K
$966K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.24K+ 23.18% |
$80.5K - $90.4K
|
6.59K
$439K
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.17K+ 31.55% |
$76.1K - $85.5K
|
4.9K
$326K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.12K+ 4.32% |
$72.7K - $81.6K
|
27.1K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.12K+ 690.12% |
$72.5K - $81.4K
|
1.28K
$85.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 19.18% |
$72K - $80.8K
|
6.9K
$459K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.05K+ 34.29% |
$68.2K - $76.6K
|
4.12K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1K+ 34.8% |
$65K - $73K
|
3.89K
$258K
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
933+ 5.73% |
$60.5K - $67.9K
|
17.2K
$1.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
932+ 9.27% |
$60.4K - $67.9K
|
11K
$731K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
904+ 15.85% |
$58.6K - $65.8K
|
6.61K
$439K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
BUY
|
- |
823+ 20.99% |
$53.4K - $59.9K
|
4.74K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
700+ 10.28% |
$45.4K - $51K
|
7.51K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
684+ 33.04% |
$44.3K - $49.8K
|
2.75K
$183K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
675+ 13.45% |
$43.8K - $49.2K
|
5.69K
$379K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
645+ 3.05% |
$41.8K - $47K
|
21.8K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
637+ 4.25% |
$41.3K - $46.4K
|
15.6K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
623+ 38.08% |
$40.4K - $45.4K
|
2.26K
$150K
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
613+ 0.87% |
$39.7K - $44.6K
|
71K
$4.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
562New |
$36.4K - $40.9K
|
562
$37.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
547+ 206.42% |
$35.5K - $39.8K
|
812
$54K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
546New |
$35.4K - $39.8K
|
546
$36.3K
|