Purchases and Sales Made in Q1 2022 in Ishares Esg Advanced Msci Eafe (DMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES ESG ADVANCED MSCI EAFE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
973K+ 129971.3% |
$54.6M - $67.4M
|
974K
$66.1M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
300K+ 15.87% |
$16.8M - $20.7M
|
2.19M
$149M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
122KNew |
$6.83M - $8.43M
|
122K
$8.27M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
100K+ 1061.75% |
$5.62M - $6.93M
|
110K
$7.44M
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
76.8KNew |
$4.31M - $5.31M
|
76.8K
$5.21M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
31.9K+ 37.91% |
$1.79M - $2.21M
|
116K
$7.87M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.1KNew |
$1.74M - $2.15M
|
31.1K
$2.11M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29K+ 17.74% |
$1.63M - $2.01M
|
192K
$13.1M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
22.8K+ 22.0% |
$1.28M - $1.58M
|
127K
$8.59M
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
22.6K+ 173.26% |
$1.27M - $1.57M
|
35.7K
$2.42M
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.2K+ 71.5% |
$1.19M - $1.46M
|
50.8K
$3.44M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
17.2K+ 67.79% |
$966K - $1.19M
|
42.6K
$2.89M
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
14K+ 120.16% |
$785K - $969K
|
25.7K
$1.74M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.4K+ 15.08% |
$753K - $929K
|
103K
$6.96M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.4KNew |
$582K - $718K
|
10.4K
$704K
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
9.88K+ 78.36% |
$554K - $684K
|
22.5K
$1.53M
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
8.86K+ 37.68% |
$497K - $613K
|
32.4K
$2.2M
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.74K+ 52.98% |
$490K - $605K
|
25.2K
$1.71M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.99K+ 142.22% |
$448K - $553K
|
13.6K
$924K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.51K+ 77.81% |
$421K - $520K
|
17.2K
$1.16M
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
5.85K+ 99.95% |
$328K - $405K
|
11.7K
$794K
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.72K+ 12.61% |
$321K - $395K
|
51K
$3.46M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.52KNew |
$309K - $382K
|
5.52K
$374K
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.5K+ 23.89% |
$308K - $380K
|
28.5K
$1.93M
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.13KNew |
$288K - $355K
|
5.13K
$348K
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.81KNew |
$270K - $332K
|
4.81K
$326K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.66K+ 14.11% |
$261K - $322K
|
37.6K
$2.56M
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.49KNew |
$252K - $311K
|
4.49K
$305K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.4K+ 154.31% |
$247K - $305K
|
7.26K
$493K
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.98K+ 28.04% |
$223K - $275K
|
18.2K
$1.23M
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
BUY
|
- |
3.52KNew |
$198K - $244K
|
3.52K
$239K
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
3.43KNew |
$192K - $237K
|
3.43K
$233K
|
|
Apr 20, 2022
Q1 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
3.26K+ 16.78% |
$183K - $225K
|
22.6K
$1.54M
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.08K+ 1398.64% |
$173K - $213K
|
3.3K
$224K
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.07K+ 30.72% |
$172K - $212K
|
13K
$885K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.03KNew |
$170K - $209K
|
3.03K
$205K
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.95KNew |
$165K - $204K
|
2.95K
$200K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.92K+ 20.97% |
$164K - $202K
|
16.9K
$1.14M
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
2.7K+ 13.6% |
$151K - $187K
|
22.6K
$1.53M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.57K+ 26.04% |
$144K - $178K
|
12.4K
$843K
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.48K+ 24.16% |
$139K - $172K
|
12.7K
$865K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.21KNew |
$124K - $153K
|
2.21K
$150K
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.96K+ 8.51% |
$110K - $135K
|
24.9K
$1.69M
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.78KNew |
$99.8K - $123K
|
1.78K
$121K
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
BUY
|
- |
1.53K+ 23.09% |
$85.5K - $106K
|
8.13K
$552K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.48K+ 48.86% |
$82.8K - $102K
|
4.5K
$305K
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.44K+ 8.4% |
$80.5K - $99.3K
|
18.5K
$1.26M
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.42K+ 16.02% |
$79.8K - $98.4K
|
10.3K
$699K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.12K+ 9.69% |
$63K - $77.8K
|
12.7K
$863K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.09K+ 25.53% |
$60.9K - $75.1K
|
5.34K
$362K
|