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 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-134- 34.99% |
$8.56K - $9.41K
|
249
$18.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-67- 30.59% |
$4.28K - $4.7K
|
152
$11.5K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-50- 1.28% |
$3.2K - $3.51K
|
3.85K
$291K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-48- 2.23% |
$3.07K - $3.37K
|
2.11K
$159K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37- 0.61% |
$2.36K - $2.6K
|
5.99K
$453K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 73.17% |
$1.92K - $2.11K
|
11
$832
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.2K- 36.0% |
$465K - $514K
|
12.8K
$968K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.23K- 6.68% |
$144K - $159K
|
31.1K
$2.35M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.16K- 95.57% |
$140K - $154K
|
100
$7.56K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-751- 17.42% |
$48.5K - $53.6K
|
3.56K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-701- 2.76% |
$45.3K - $50.1K
|
24.7K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-570- 10.22% |
$36.8K - $40.7K
|
5.01K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-74Closed |
$4.78K - $5.29K
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-12- 0.51% |
$775 - $857
|
2.35K
$178K
|
|
| Q3 2024 | |||||||
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-126K- 20.05% |
$8.19M - $9.2M
|
504K
$38.1M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-509- 10.87% |
$33K - $37.1K
|
4.17K
$316K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-286- 10.58% |
$18.5K - $20.8K
|
2.42K
$183K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-234- 4.24% |
$15.2K - $17K
|
5.29K
$400K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-100- 6.5% |
$6.48K - $7.28K
|
1.44K
$109K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-73- 11.21% |
$4.73K - $5.32K
|
578
$43.7K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.29K- 0.25% |
$147K - $160K
|
920K
$69.6M
|
|
|
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
$407K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-36- 37.5% |
$2.32K - $2.53K
|
60
$4.54K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-25- 0.21% |
$1.61K - $1.75K
|
12K
$906K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-9.03K- 78.31% |
$561K - $624K
|
2.5K
$189K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.36K- 98.56% |
$209K - $232K
|
49
$3.71K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-605- 4.38% |
$37.6K - $41.8K
|
13.2K
$999K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-265- 1.44% |
$16.5K - $18.3K
|
18.2K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-246- 9.18% |
$15.3K - $17K
|
2.43K
$184K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-203- 6.32% |
$12.6K - $14K
|
3.01K
$227K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-828- 4.99% |
$45K - $53.2K
|
15.8K
$1.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-775- 16.8% |
$42.2K - $49.8K
|
3.84K
$290K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-637- 5.68% |
$34.7K - $40.9K
|
10.6K
$799K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-633- 4.48% |
$34.4K - $40.7K
|
13.5K
$1.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-302- 7.72% |
$16.4K - $19.4K
|
3.61K
$273K
|
|
|
Feb 12, 2024
Q4 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-26- 0.51% |
$1.41K - $1.67K
|
5.03K
$380K
|
|
| Q3 2023 | |||||||
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-293- 4.82% |
$16.6K - $18.3K
|
5.79K
$438K
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-53- 0.75% |
$3.01K - $3.31K
|
6.98K
$528K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-1.21K- 60.83% |
$71.8K - $75.1K
|
781
$59.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-144- 77.84% |
$8.52K - $8.92K
|
41
$3.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-8- 66.67% |
$473 - $495
|
4
$302
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-324- 8.04% |
$17.7K - $19.6K
|
3.71K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13- 0.96% |
$712 - $785
|
1.34K
$101K
|
|
| Q2 2022 | |||||||
|
Jul 29, 2022
Q2 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-22.6KClosed |
$1.15M - $1.41M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-3.43KClosed |
$174K - $214K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.1KClosed |
$55.8K - $68.3K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-220Closed |
$11.2K - $13.7K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-9.53KClosed |
$534K - $659K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.12KClosed |
$231K - $285K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-2.94KClosed |
$165K - $203K
|
0
$0
|
|