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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-6.67K- 13.73% |
$429K - $468K
|
41.9K
$2.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.92K- 3.63% |
$252K - $275K
|
104K
$7.26M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.43K- 6.75% |
$221K - $241K
|
47.4K
$3.31M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.83K- 5.03% |
$182K - $198K
|
53.4K
$3.73M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-2.6K- 45.61% |
$167K - $182K
|
3.1K
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.29K- 0.25% |
$147K - $160K
|
920K
$64.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.18K- 30.27% |
$140K - $153K
|
5.02K
$351K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.73K- 27.01% |
$112K - $122K
|
4.68K
$327K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.09K- 4.93% |
$70.4K - $76.8K
|
21.1K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-876- 2.92% |
$56.4K - $61.5K
|
29.1K
$2.03M
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-462- 1.79% |
$29.7K - $32.4K
|
25.4K
$1.77M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-403- 6.2% |
$25.9K - $28.3K
|
6.1K
$426K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-341- 6.19% |
$21.9K - $23.9K
|
5.17K
$361K
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-333- 3.57% |
$21.4K - $23.4K
|
9K
$629K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-303- 1.99% |
$19.5K - $21.3K
|
14.9K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-242- 1.59% |
$15.6K - $17K
|
14.9K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-234- 2.21% |
$15.1K - $16.4K
|
10.3K
$723K
|
|
|
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
$376K
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-142- 1.3% |
$9.14K - $9.96K
|
10.8K
$753K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-136- 4.02% |
$8.75K - $9.54K
|
3.25K
$227K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-131- 0.76% |
$8.43K - $9.19K
|
17.2K
$1.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-127- 0.34% |
$8.17K - $8.91K
|
37.6K
$2.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-104- 1.41% |
$6.69K - $7.3K
|
7.26K
$507K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-99- 2.46% |
$6.37K - $6.95K
|
3.92K
$274K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-74- 1.41% |
$4.76K - $5.19K
|
5.16K
$360K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-36- 37.5% |
$2.32K - $2.53K
|
60
$4.19K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-29- 0.51% |
$1.87K - $2.03K
|
5.71K
$398K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-28- 0.9% |
$1.8K - $1.96K
|
3.07K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-25- 0.21% |
$1.61K - $1.75K
|
12K
$836K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-25- 0.21% |
$1.61K - $1.75K
|
12K
$836K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-21- 3.17% |
$1.35K - $1.47K
|
641
$44.8K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-9.03K- 78.31% |
$561K - $624K
|
2.5K
$175K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.36K- 98.56% |
$209K - $232K
|
49
$3.42K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-605- 4.38% |
$37.6K - $41.8K
|
13.2K
$923K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-265- 1.44% |
$16.5K - $18.3K
|
18.2K
$1.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-246- 9.18% |
$15.3K - $17K
|
2.43K
$170K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-203- 6.32% |
$12.6K - $14K
|
3.01K
$210K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-22- 0.63% |
$1.37K - $1.52K
|
3.45K
$241K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-828- 4.99% |
$45K - $53.2K
|
15.8K
$1.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-775- 16.8% |
$42.2K - $49.8K
|
3.84K
$268K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-637- 5.68% |
$34.7K - $40.9K
|
10.6K
$738K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-633- 4.48% |
$34.4K - $40.7K
|
13.5K
$943K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-302- 7.72% |
$16.4K - $19.4K
|
3.61K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-225- 3.1% |
$12.2K - $14.5K
|
7.04K
$491K
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-32- 0.4% |
$1.74K - $2.06K
|
8.03K
$561K
|
|
|
Feb 12, 2024
Q4 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-26- 0.51% |
$1.41K - $1.67K
|
5.03K
$351K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-293- 4.82% |
$16.6K - $18.3K
|
5.79K
$404K
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-53- 0.75% |
$3.01K - $3.31K
|
6.98K
$488K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-40- 50.63% |
$2.27K - $2.5K
|
39
$2.72K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.5K- 26.83% |
$325K - $341K
|
15K
$1.05M
|
|