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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.55K+ 14.32% |
$96.4K - $107K
|
12.4K
$840K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.18KNew |
$73K - $81.2K
|
1.18K
$79.8K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
825+ 14.34% |
$51.3K - $57K
|
6.58K
$447K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
198+ 2.31% |
$12.3K - $13.7K
|
8.76K
$595K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
68+ 33.01% |
$4.23K - $4.7K
|
274
$18.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
48+ 9.62% |
$2.98K - $3.32K
|
547
$37.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
4+ 2.84% |
$249 - $276
|
145
$9.85K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
3+ 0.09% |
$187 - $207
|
3.44K
$234K
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
46.7KNew |
$2.54M - $3M
|
46.7K
$3.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.42KNew |
$186K - $220K
|
3.42K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.04KNew |
$111K - $131K
|
2.04K
$139K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.35KNew |
$73.4K - $86.7K
|
1.35K
$91.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
560New |
$30.5K - $36K
|
560
$38K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
400New |
$21.8K - $25.7K
|
400
$27.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
197New |
$10.7K - $12.7K
|
197
$13.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
162New |
$8.81K - $10.4K
|
162
$11K
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
107New |
$5.82K - $6.87K
|
107
$7.27K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
64New |
$3.48K - $4.11K
|
64
$4.35K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
55+ 12.94% |
$2.99K - $3.53K
|
480
$32.6K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
52+ 108.33% |
$2.83K - $3.34K
|
100
$6.79K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
19New |
$1.03K - $1.22K
|
19
$1.29K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
17+ 0.34% |
$925 - $1.09K
|
5K
$339K
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
7KNew |
$397K - $438K
|
7K
$475K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
150+ 3.06% |
$8.51K - $9.38K
|
5.06K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
140New |
$7.94K - $8.75K
|
140
$9.51K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
28New |
$1.59K - $1.75K
|
28
$1.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13New |
$738 - $813
|
13
$883
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.42KNew |
$516K - $568K
|
9.42K
$640K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.71KNew |
$477K - $526K
|
8.71K
$592K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
37New |
$2.03K - $2.23K
|
37
$2.51K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.59KNew |
$119K - $146K
|
2.59K
$176K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.41K+ 26.43% |
$64.9K - $79.5K
|
6.76K
$459K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
643New |
$29.5K - $36.2K
|
643
$43.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
361New |
$16.6K - $20.3K
|
361
$24.5K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
307+ 42.94% |
$14.1K - $17.3K
|
1.02K
$69.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
115New |
$5.28K - $6.47K
|
115
$7.81K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
74New |
$3.4K - $4.16K
|
74
$5.03K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5+ 0.54% |
$230 - $281
|
939
$63.8K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
90.7KNew |
$4.19M - $5.08M
|
90.7K
$6.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35.5KNew |
$1.64M - $1.99M
|
35.5K
$2.41M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
30.2K+ 24.48% |
$1.39M - $1.69M
|
153K
$10.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
3.99K+ 22.64% |
$184K - $223K
|
21.6K
$1.47M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
416New |
$19.2K - $23.3K
|
416
$28.3K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
275+ 141.03% |
$12.7K - $15.4K
|
470
$31.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48New |
$2.22K - $2.69K
|
48
$3.26K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
20New |
$925 - $1.12K
|
20
$1.36K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
12New |
$555 - $672
|
12
$815
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
10.9KNew |
$554K - $678K
|
10.9K
$739K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.88KNew |
$147K - $179K
|
2.88K
$195K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.42KNew |
$72.4K - $88.6K
|
1.42K
$96.6K
|
|