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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
361New |
$16.6K - $20.3K
|
361
$24K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
307+ 42.94% |
$14.1K - $17.3K
|
1.02K
$68K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
115New |
$5.28K - $6.47K
|
115
$7.65K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
74New |
$3.4K - $4.16K
|
74
$4.92K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5+ 0.54% |
$230 - $281
|
939
$62.4K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
90.7KNew |
$4.19M - $5.08M
|
90.7K
$6.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35.5KNew |
$1.64M - $1.99M
|
35.5K
$2.36M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
30.2K+ 24.48% |
$1.39M - $1.69M
|
153K
$10.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
3.99K+ 22.64% |
$184K - $223K
|
21.6K
$1.44M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
416New |
$19.2K - $23.3K
|
416
$27.7K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
275+ 141.03% |
$12.7K - $15.4K
|
470
$31.3K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
48New |
$2.22K - $2.69K
|
48
$3.19K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
20New |
$925 - $1.12K
|
20
$1.33K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
12New |
$555 - $672
|
12
$798
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
10.9KNew |
$554K - $678K
|
10.9K
$724K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.88KNew |
$147K - $179K
|
2.88K
$191K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.42KNew |
$72.4K - $88.6K
|
1.42K
$94.6K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
17New |
$866 - $1.06K
|
17
$1.13K
|
|
| Q4 2021 | |||||||
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
43.7KNew |
$2.91M - $3.12M
|
43.7K
$2.91M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
679New |
$45.2K - $48.4K
|
679
$45.2K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.29KNew |
$414K - $438K
|
6.29K
$418K
|
|
| Q4 2020 | |||||||
|
Jan 25, 2021
Q4 2020
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4.23KNew |
$225K - $269K
|
4.23K
$281K
|
|
|
Aug 30, 2024
Q4 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4+ 11.43% |
$213 - $254
|
39
$2.59K
|
|