Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-27.6K- 27.66% |
$1.78M - $1.97M
|
72.1K
$4.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.9K- 37.53% |
$1.15M - $1.28M
|
29.7K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.2K- 36.0% |
$465K - $514K
|
12.8K
$885K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.55K- 32.65% |
$294K - $325K
|
9.39K
$649K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.97K- 39.71% |
$192K - $212K
|
4.52K
$312K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.23K- 6.68% |
$144K - $159K
|
31.1K
$2.15M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.16K- 95.57% |
$140K - $154K
|
100
$6.91K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.11K- 14.88% |
$136K - $150K
|
12K
$832K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.1K- 20.41% |
$135K - $150K
|
8.17K
$565K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.37K- 33.35% |
$88.8K - $98.1K
|
2.75K
$190K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.35K- 25.69% |
$87.2K - $96.4K
|
3.91K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.14K- 18.03% |
$73.5K - $81.3K
|
5.17K
$358K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-949- 6.41% |
$61.3K - $67.8K
|
13.8K
$957K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-904- 1.27% |
$58.4K - $64.6K
|
70.1K
$4.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-751- 17.42% |
$48.5K - $53.6K
|
3.56K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-701- 2.76% |
$45.3K - $50.1K
|
24.7K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-573- 0.94% |
$37K - $40.9K
|
60.5K
$4.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-570- 10.22% |
$36.8K - $40.7K
|
5.01K
$346K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-525- 2.51% |
$33.9K - $37.5K
|
20.4K
$1.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-482- 7.29% |
$31.1K - $34.4K
|
6.13K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-149- 3.84% |
$9.63K - $10.6K
|
3.74K
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-74Closed |
$4.78K - $5.29K
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-40- 0.77% |
$2.58K - $2.86K
|
5.19K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-40- 0.23% |
$2.58K - $2.86K
|
17.2K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-12- 0.51% |
$775 - $857
|
2.35K
$163K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3- 0.06% |
$194 - $214
|
4.9K
$339K
|
|
| Q3 2024 | |||||||
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-126K- 20.05% |
$8.19M - $9.2M
|
504K
$34.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.65K- 8.77% |
$107K - $120K
|
17.1K
$1.18M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-509- 10.87% |
$33K - $37.1K
|
4.17K
$289K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-300- 2.96% |
$19.4K - $21.8K
|
9.85K
$681K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-286- 10.58% |
$18.5K - $20.8K
|
2.42K
$167K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-234- 4.24% |
$15.2K - $17K
|
5.29K
$366K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-100- 6.5% |
$6.48K - $7.28K
|
1.44K
$99.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-73- 11.21% |
$4.73K - $5.32K
|
578
$40K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-60- 5.11% |
$3.89K - $4.37K
|
1.12K
$77.1K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.29K- 0.25% |
$147K - $160K
|
920K
$63.6M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-219- 3.91% |
$14.1K - $15.4K
|
5.38K
$372K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-36- 37.5% |
$2.32K - $2.53K
|
60
$4.15K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-25- 0.21% |
$1.61K - $1.75K
|
12K
$828K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-9.03K- 78.31% |
$561K - $624K
|
2.5K
$173K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.36K- 98.56% |
$209K - $232K
|
49
$3.39K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-605- 4.38% |
$37.6K - $41.8K
|
13.2K
$913K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-265- 1.44% |
$16.5K - $18.3K
|
18.2K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-246- 9.18% |
$15.3K - $17K
|
2.43K
$168K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-203- 6.32% |
$12.6K - $14K
|
3.01K
$208K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-828- 4.99% |
$45K - $53.2K
|
15.8K
$1.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-775- 16.8% |
$42.2K - $49.8K
|
3.84K
$265K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-637- 5.68% |
$34.7K - $40.9K
|
10.6K
$731K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-633- 4.48% |
$34.4K - $40.7K
|
13.5K
$933K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-302- 7.72% |
$16.4K - $19.4K
|
3.61K
$250K
|
|