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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.18K- 50.32% |
$267K - $293K
|
4.13K
$305K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-4.08K- 38.05% |
$261K - $287K
|
6.65K
$491K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.66K- 30.45% |
$234K - $257K
|
8.36K
$618K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.62K- 31.54% |
$232K - $254K
|
7.86K
$582K
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-3.29K- 3.24% |
$210K - $231K
|
98.3K
$7.27M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.14K- 47.92% |
$200K - $220K
|
3.41K
$252K
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-2.71K- 30.55% |
$173K - $190K
|
6.16K
$455K
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.69K- 22.37% |
$172K - $189K
|
9.35K
$691K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.68K- 32.82% |
$171K - $188K
|
5.49K
$406K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.61K- 25.28% |
$167K - $183K
|
7.71K
$570K
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-2.58K- 45.22% |
$165K - $181K
|
3.12K
$231K
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.36K- 28.43% |
$151K - $166K
|
5.94K
$439K
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.31K- 7.76% |
$148K - $162K
|
27.4K
$2.03M
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-2.26K- 27.59% |
$144K - $158K
|
5.93K
$438K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.21K- 20.07% |
$141K - $155K
|
8.81K
$651K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.18K- 17.54% |
$140K - $153K
|
10.3K
$759K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.17K- 35.37% |
$138K - $152K
|
3.96K
$293K
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.01K- 33.53% |
$129K - $141K
|
3.99K
$295K
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.98K- 35.83% |
$127K - $139K
|
3.55K
$263K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.9K- 17.08% |
$121K - $133K
|
9.22K
$682K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.83K- 40.53% |
$117K - $128K
|
2.69K
$199K
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.43K- 22.24% |
$91.5K - $101K
|
5.01K
$370K
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.39K- 28.31% |
$88.6K - $97.4K
|
3.51K
$260K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.31K- 50.6% |
$83.5K - $91.7K
|
1.28K
$94.4K
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.3K- 34.9% |
$83.3K - $91.5K
|
2.43K
$180K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.13K- 30.82% |
$72.4K - $79.5K
|
2.54K
$188K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.12K- 21.71% |
$71.8K - $78.8K
|
4.05K
$299K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.12K- 10.86% |
$71.5K - $78.5K
|
9.19K
$679K
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.07K- 1.52% |
$68.3K - $75K
|
69K
$5.1M
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-1.02K- 16.5% |
$65.4K - $71.9K
|
5.18K
$383K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-925- 10.63% |
$59.1K - $64.9K
|
7.78K
$575K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-895- 41.49% |
$57.2K - $62.8K
|
1.26K
$93.3K
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-850- 3.85% |
$54.3K - $59.7K
|
21.2K
$1.57M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-845- 21.64% |
$54K - $59.3K
|
3.06K
$226K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-827- 42.24% |
$52.9K - $58K
|
1.13K
$83.6K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-689- 2.14% |
$44K - $48.4K
|
31.4K
$2.33M
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-652- 6.31% |
$41.7K - $45.8K
|
9.68K
$716K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-626- 80.05% |
$40K - $43.9K
|
156
$11.5K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-513- 44.69% |
$32.8K - $36K
|
635
$47K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-396- 8.41% |
$25.3K - $27.8K
|
4.32K
$319K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-395- 46.64% |
$25.2K - $27.7K
|
452
$33.4K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-288- 15.99% |
$18.4K - $20.2K
|
1.51K
$112K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-234- 7.98% |
$15K - $16.4K
|
2.7K
$200K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-178- 4.01% |
$11.4K - $12.5K
|
4.26K
$315K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-165- 44.96% |
$10.5K - $11.6K
|
202
$14.9K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-161- 38.33% |
$10.3K - $11.3K
|
259
$19.2K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-158- 2.18% |
$10.1K - $11.1K
|
7.1K
$525K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-157- 2.46% |
$10K - $11K
|
6.22K
$460K
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-149- 36.61% |
$9.52K - $10.5K
|
258
$19.1K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-134- 34.99% |
$8.56K - $9.41K
|
249
$18.4K
|