Purchases and Sales Made in Q1 2023 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 2023. 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
Apr 04, 2023 Q1 2023
Impac Tfolio, LLC

BUY
 -
38.5K
New
$2.11M - $2.32M
38.5K $2.54M
May 03, 2023 Q1 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
16.8K
+ 24.37%
$923K - $1.02M
86K $5.67M
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
15.8K
New
$864K - $952K
15.8K $1.04M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
15.2K
+ 21.6%
$831K - $916K
85.4K $5.63M
Apr 17, 2023 Q1 2023
Optas, LLC

BUY
 -
10.7K
New
$586K - $646K
10.7K $705K
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
10.7K
New
$586K - $646K
10.7K $705K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
9.48K
+ 5.75%
$519K - $572K
174K $11.5M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
9.42K
New
$516K - $568K
9.42K $621K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
8.8K
+ 21.42%
$482K - $531K
49.9K $3.29M
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
8.71K
New
$477K - $526K
8.71K $574K
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
5.98K
New
$328K - $361K
5.98K $394K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
5.27K
+ 1369.87%
$289K - $318K
5.66K $373K
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
4.95K
New
$271K - $299K
4.95K $326K
May 12, 2023 Q1 2023
Svb Wealth LLC

Boston, MA
BUY
 -
4.65K
New
$255K - $281K
4.65K $306K
May 03, 2023 Q1 2023
Agf Management LTD

Toronto Ontario Canada, A6
BUY
 -
4K
New
$219K - $241K
4K $264K
May 10, 2023 Q1 2023
Ascent Group, LLC

BUY
 -
3.4K
New
$186K - $205K
3.4K $224K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
3.27K
New
$179K - $197K
3.27K $216K
May 01, 2023 Q1 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
2.55K
+ 15.77%
$140K - $154K
18.7K $1.23M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
2.46K
+ 9.29%
$135K - $149K
29K $1.91M
May 15, 2023 Q1 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
2.11K
+ 40.96%
$116K - $128K
7.28K $479K
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
2.02K
+ 7.69%
$111K - $122K
28.3K $1.86M
Apr 24, 2023 Q1 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
2.02K
+ 4.59%
$110K - $122K
46K $3.03M
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
1.91K
+ 21.45%
$105K - $115K
10.8K $713K
May 04, 2023 Q1 2023
Ma Private Wealth

BUY
 -
1.8K
+ 28.68%
$98.3K - $108K
8.06K $531K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.4K
+ 13.54%
$76.8K - $84.6K
11.8K $775K
May 12, 2023 Q1 2023
Atlantic Private Wealth, LLC

BUY
 -
1.31K
+ 3.15%
$72K - $79.3K
43K $2.84M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.24K
+ 5.35%
$67.7K - $74.6K
24.3K $1.6M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
1.19K
+ 20.22%
$65K - $71.6K
7.06K $465K
May 12, 2023 Q1 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
848
+ 18.6%
$46.4K - $51.2K
5.41K $356K
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
842
+ 7.93%
$46.1K - $50.8K
11.5K $756K
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
820
+ 19.79%
$44.9K - $49.5K
4.96K $327K
Apr 26, 2023 Q1 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
740
+ 12.8%
$40.5K - $44.7K
6.52K $430K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
730
+ 2.21%
$40K - $44.1K
33.7K $2.22M
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
539
New
$29.5K - $32.5K
539 $35.5K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
526
New
$28.8K - $31.7K
526 $34.7K
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

BUY
 -
490
+ 20.3%
$26.8K - $29.6K
2.9K $191K
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
465
+ 1.18%
$25.5K - $28.1K
39.8K $2.62M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
453
+ 1.72%
$24.8K - $27.3K
26.8K $1.77M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
450
New
$24.6K - $27.2K
450 $29.7K
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
397
+ 0.91%
$21.7K - $24K
43.8K $2.89M
May 05, 2023 Q1 2023
Assetmark, Inc

BUY
 -
395
+ 2.7%
$21.6K - $23.8K
15K $990K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
320
New
$17.5K - $19.3K
320 $21.1K
May 15, 2023 Q1 2023
Tcwp LLC

Tampa, FL
BUY
 -
317
+ 2.05%
$17.4K - $19.1K
15.8K $1.04M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
295
+ 324.18%
$16.2K - $17.8K
386 $25.4K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
223
+ 1.35%
$12.2K - $13.5K
16.7K $1.1M
Apr 19, 2023 Q1 2023
Johnson Bixby & Associates, LLC

BUY
 -
219
+ 3.94%
$12K - $13.2K
5.77K $380K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
88
+ 139.68%
$4.82K - $5.31K
151 $9.95K
Apr 20, 2023 Q1 2023
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
76
+ 0.74%
$4.16K - $4.59K
10.4K $685K
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
61
+ 0.41%
$3.34K - $3.68K
15.1K $994K

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