Purchases and Sales Made in Q1 2022 in Ishares Esg Advanced Msci Eafe (DMXF)

DMXF Quotes by TradingView

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
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.03K
+ 2.76%
$57.8K - $71.3K
38.4K $2.53M
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

BUY
 -
902
+ 19.74%
$50.6K - $62.4K
5.47K $361K
May 16, 2022 Q1 2022
Ubs Group Ag

BUY
 -
804
+ 60.04%
$45.1K - $55.6K
2.14K $141K
May 13, 2022 Q1 2022
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
711
+ 25.85%
$39.9K - $49.2K
3.46K $228K
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
690
+ 11.56%
$38.7K - $47.7K
6.66K $439K
May 10, 2022 Q1 2022
3 D/L Capital Management, LLC

BUY
 -
687
+ 12.11%
$38.5K - $47.5K
6.36K $419K
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
675
+ 20.79%
$37.9K - $46.7K
3.92K $258K
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
637
+ 11.5%
$35.7K - $44.1K
6.18K $407K
May 16, 2022 Q1 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
634
+ 6.93%
$35.6K - $43.9K
9.79K $645K
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
545
+ 299.45%
$30.6K - $37.7K
727 $47.9K
May 04, 2022 Q1 2022
Aptus Capital Advisors, LLC

BUY
 -
425
+ 18.44%
$23.8K - $29.4K
2.73K $180K
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
405
+ 6.09%
$22.7K - $28K
7.06K $465K
Apr 26, 2022 Q1 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
400
New
$22.4K - $27.7K
400 $26.4K
Apr 29, 2022 Q1 2022
Clearview Wealth Advisors LLC

BUY
 -
316
+ 718.18%
$17.7K - $21.9K
360 $23.7K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
298
+ 9.98%
$16.7K - $20.6K
3.29K $217K
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

BUY
 -
291
+ 10.99%
$16.3K - $20.1K
2.94K $194K
May 10, 2022 Q1 2022
Pecaut & Co.

BUY
 -
202
+ 11.74%
$11.3K - $14K
1.92K $127K
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
147
+ 565.38%
$8.25K - $10.2K
173 $11.4K
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

BUY
 -
120
+ 4.35%
$6.73K - $8.3K
2.88K $190K
Apr 21, 2022 Q1 2022
Private Capital Group, LLC

BUY
 -
84
+ 8.31%
$4.71K - $5.81K
1.1K $72.2K
Apr 25, 2022 Q1 2022
Pathway Financial Advisors LLC

BUY
 -
76
+ 1.32%
$4.26K - $5.26K
5.84K $385K
May 10, 2022 Q1 2022
Wrapmanager Inc

BUY
 -
70
+ 0.98%
$3.93K - $4.84K
7.23K $476K
Apr 19, 2022 Q1 2022
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
50
+ 0.55%
$2.8K - $3.46K
9.07K $598K
May 15, 2024 Q1 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
15
+ 12.71%
$841 - $1.04K
133 $8.77K
Jul 17, 2024 Q1 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
5
+ 5.32%
$280 - $346
99 $6.53K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 26, 2022 Q1 2022
Newbridge Financial Services Group, Inc.

SELL
 -
-59
Closed
$3.31K - $4.08K
0 $0
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-96
- 0.92%
$5.38K - $6.64K
10.3K $678K
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
SELL
 -
-99
- 1.45%
$5.55K - $6.85K
6.74K $444K
May 26, 2022 Q1 2022
Gradient Investments LLC

SELL
 -
-118
Closed
$6.62K - $8.16K
0 $0
May 04, 2022 Q1 2022
Absolute Capital Management, LLC

SELL
 -
-148
Closed
$8.3K - $10.2K
0 $0
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

SELL
 -
-148
Closed
$8.3K - $10.2K
0 $0
Apr 20, 2022 Q1 2022
Leverty Financial Group, LLC

SELL
 -
-171
Closed
$9.59K - $11.8K
0 $0
May 10, 2022 Q1 2022
Wealth Alliance

Mellville, NY
SELL
 -
-324
- 2.91%
$18.2K - $22.4K
10.8K $713K
May 12, 2022 Q1 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
SELL
 -
-433
Closed
$24.3K - $30K
0 $0
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-463
- 5.02%
$26K - $32K
8.75K $577K
Apr 20, 2022 Q1 2022
Crestone Asset Management LLC

SELL
 -
-515
- 6.52%
$28.9K - $35.6K
7.39K $487K
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

SELL
 -
-616
- 6.27%
$34.6K - $42.6K
9.21K $607K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-664
- 9.88%
$37.2K - $45.9K
6.06K $399K
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

SELL
 -
-670
- 5.49%
$37.6K - $46.4K
11.5K $760K
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
SELL
 -
-799
- 89.78%
$44.8K - $55.3K
91 $6K
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-895
- 5.45%
$50.2K - $61.9K
15.5K $1.02M
May 10, 2022 Q1 2022
Ascent Group, LLC

SELL
 -
-979
- 22.46%
$54.9K - $67.7K
3.38K $223K
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-1.49K
- 58.01%
$83.7K - $103K
1.08K $71.2K
May 09, 2022 Q1 2022
Dentgroup LLC

SELL
 -
-1.95K
- 26.27%
$109K - $135K
5.47K $360K
Apr 21, 2022 Q1 2022
Cwm, LLC

SELL
 -
-2.42K
- 5.96%
$136K - $168K
38.2K $2.52M
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-2.51K
- 82.38%
$141K - $174K
537 $35.4K
May 05, 2022 Q1 2022
Financial Architects, Inc

Marlton, NJ
SELL
 -
-2.94K
Closed
$165K - $203K
0 $0
May 03, 2022 Q1 2022
Edge Capital Group, LLC

SELL
 -
-2.98K
Closed
$167K - $206K
0 $0

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