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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.11K+ 8.42% |
$71.6K - $78.1K
|
14.3K
$974K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.09KNew |
$70.3K - $76.6K
|
1.09K
$74.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
894+ 9.76% |
$57.5K - $62.7K
|
10.1K
$683K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
840New |
$54.1K - $58.9K
|
840
$57K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
673+ 7.74% |
$43.3K - $47.2K
|
9.36K
$636K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
546+ 13.14% |
$35.1K - $38.3K
|
4.7K
$319K
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
413+ 7.07% |
$26.6K - $29K
|
6.26K
$425K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
387+ 1.43% |
$24.9K - $27.2K
|
27.5K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
317+ 4.25% |
$20.4K - $22.2K
|
7.78K
$528K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
268New |
$17.2K - $18.8K
|
268
$18.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
265+ 54.75% |
$17.1K - $18.6K
|
749
$50.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
238+ 12.99% |
$15.3K - $16.7K
|
2.07K
$141K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
229+ 3.72% |
$14.7K - $16.1K
|
6.38K
$433K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
221+ 49.11% |
$14.2K - $15.5K
|
671
$45.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
199+ 24.48% |
$12.8K - $14K
|
1.01K
$68.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
191+ 0.45% |
$12.3K - $13.4K
|
43K
$2.92M
|
|
|
Jul 18, 2024
Q2 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
180+ 13.25% |
$11.6K - $12.6K
|
1.54K
$105K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
172+ 1.51% |
$11.1K - $12.1K
|
11.6K
$786K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
170+ 6.27% |
$10.9K - $11.9K
|
2.88K
$196K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
140+ 2.03% |
$9.01K - $9.82K
|
7.03K
$478K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
138+ 1.8% |
$8.88K - $9.68K
|
7.81K
$530K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
95+ 7.18% |
$6.11K - $6.67K
|
1.42K
$96.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
84+ 1.04% |
$5.41K - $5.89K
|
8.12K
$552K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
71New |
$4.57K - $4.98K
|
71
$4.82K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
68+ 1.88% |
$4.38K - $4.77K
|
3.68K
$250K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
66New |
$4.25K - $4.63K
|
66
$4.48K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
46+ 1.51% |
$2.96K - $3.23K
|
3.1K
$210K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
44+ 0.31% |
$2.83K - $3.09K
|
14.1K
$961K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37+ 0.62% |
$2.38K - $2.6K
|
5.99K
$407K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
23+ 0.57% |
$1.48K - $1.61K
|
4.04K
$275K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20+ 0.62% |
$1.29K - $1.4K
|
3.27K
$222K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12New |
$772 - $842
|
12
$815
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 0.32% |
$451 - $491
|
2.21K
$150K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4+ 0.17% |
$257 - $281
|
2.36K
$160K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4+ 1.82% |
$257 - $281
|
224
$15.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 8.82% |
$193 - $210
|
37
$2.51K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
3+ 0.05% |
$193 - $210
|
5.57K
$378K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 1.23% |
$64.4 - $70.2
|
82
$5.57K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
44.5KNew |
$2.77M - $3.08M
|
44.5K
$3.02M
|
|
|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
34.9KNew |
$2.17M - $2.41M
|
34.9K
$2.37M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
30.4KNew |
$1.89M - $2.1M
|
30.4K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.33K+ 102.25% |
$518K - $576K
|
16.5K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.65KNew |
$476K - $529K
|
7.65K
$519K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.05K+ 28.83% |
$252K - $280K
|
18.1K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.69KNew |
$230K - $255K
|
3.69K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.34K+ 12.1% |
$208K - $231K
|
30.9K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.34KNew |
$207K - $231K
|
3.34K
$227K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.17KNew |
$197K - $219K
|
3.17K
$215K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
2.77K+ 27.52% |
$172K - $192K
|
12.8K
$872K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.04K+ 57.49% |
$127K - $141K
|
5.59K
$379K
|
|