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
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
49
+ 1.0%
$2.68K - $2.96K
4.95K $326K
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
37
New
$2.03K - $2.23K
37 $2.44K
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
24
+ 22.02%
$1.31K - $1.45K
133 $8.77K
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
24
+ 0.51%
$1.31K - $1.45K
4.7K $310K
Apr 25, 2023 Q1 2023
Creative Financial Designs Inc

BUY
 -
18
+ 0.78%
$986 - $1.09K
2.34K $154K
Apr 04, 2024 Q1 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
13
+ 6.31%
$712 - $785
219 $14.4K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
11
New
$602 - $664
11 $725
Apr 12, 2023 Q1 2023
Clearview Wealth Advisors LLC

SELL
 -
-3
- 1.6%
$164 - $181
185 $12.2K
Apr 28, 2023 Q1 2023
Keystone Financial Services

SELL
 -
-5
- 0.1%
$274 - $302
4.93K $325K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-13
- 0.96%
$712 - $785
1.34K $88.4K
May 30, 2023 Q1 2023
Aspire Private Capital, LLC

SELL
 -
-14
- 9.03%
$767 - $845
141 $9.29K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

SELL
 -
-19
- 0.97%
$1.04K - $1.15K
1.94K $128K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-24
- 0.29%
$1.31K - $1.45K
8.36K $551K
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-36
- 2.6%
$1.97K - $2.17K
1.35K $88.7K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-39
- 0.34%
$2.14K - $2.35K
11.3K $745K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-47
- 7.72%
$2.57K - $2.84K
562 $37K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-61
- 7.79%
$3.34K - $3.68K
722 $47.6K
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-92
- 1.61%
$5.04K - $5.55K
5.62K $371K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-95
- 1.76%
$5.2K - $5.73K
5.31K $350K
Apr 06, 2023 Q1 2023
West Wealth Group, LLC

SELL
 -
-134
- 3.59%
$7.34K - $8.09K
3.6K $237K
Apr 26, 2023 Q1 2023
Sugarloaf Wealth Management, LLC

SELL
 -
-147
- 8.83%
$8.05K - $8.87K
1.52K $100K
May 12, 2023 Q1 2023
Richard Bernstein Advisors LLC

SELL
 -
-193
- 2.6%
$10.6K - $11.6K
7.23K $477K
May 15, 2023 Q1 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
SELL
 -
-229
- 3.46%
$12.5K - $13.8K
6.38K $421K
May 05, 2023 Q1 2023
3 D/L Capital Management, LLC

SELL
 -
-259
- 4.23%
$14.2K - $15.6K
5.86K $386K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-311
- 35.91%
$17K - $18.8K
555 $36.6K
Apr 19, 2023 Q1 2023
Dentgroup LLC

SELL
 -
-324
- 8.04%
$17.7K - $19.6K
3.71K $244K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
SELL
 -
-339
- 1.14%
$18.6K - $20.5K
29.4K $1.94M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-351
- 5.71%
$19.2K - $21.2K
5.8K $382K
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-373
- 5.34%
$20.4K - $22.5K
6.61K $435K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-388
- 5.41%
$21.2K - $23.4K
6.78K $447K
Apr 28, 2023 Q1 2023
Horst & Graben Wealth Management LLC

SELL
 -
-419
- 1.82%
$22.9K - $25.3K
22.7K $1.49M
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

SELL
 -
-459
- 2.48%
$25.1K - $27.7K
18K $1.19M
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

SELL
 -
-482
- 7.55%
$26.4K - $29.1K
5.9K $389K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

SELL
 -
-483
- 7.78%
$26.4K - $29.1K
5.73K $378K
Jun 20, 2023 Q1 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-644
- 51.4%
$35.3K - $38.9K
609 $40.1K
Apr 10, 2023 Q1 2023
Parkside Advisors LLC

SELL
 -
-649
- 2.26%
$35.5K - $39.2K
28.1K $1.85M
May 15, 2023 Q1 2023
Aire Advisors, LLC

Beverly Hills, CA
SELL
 -
-671
- 11.24%
$36.7K - $40.5K
5.3K $349K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-730
- 2.16%
$40K - $44.1K
33K $2.18M
Aug 30, 2023 Q1 2023
Orion Portfolio Solutions, LLC

SELL
 -
-765
- 11.78%
$41.9K - $46.2K
5.73K $378K
May 08, 2023 Q1 2023
Wrapmanager Inc

SELL
 -
-807
- 11.4%
$44.2K - $48.7K
6.27K $413K
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-857
- 11.28%
$46.9K - $51.7K
6.74K $444K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
SELL
 -
-868
- 11.66%
$47.5K - $52.4K
6.58K $434K
Apr 24, 2023 Q1 2023
Accredited Investors Inc.

SELL
 -
-879
- 2.3%
$48.1K - $53K
37.3K $2.46M
May 15, 2023 Q1 2023
Goodwin Investment Advisory

Woodstock, GA
SELL
 -
-985
- 11.05%
$53.9K - $59.4K
7.93K $523K
May 11, 2023 Q1 2023
Mount Yale Investment Advisors, LLC

SELL
 -
-1.05K
- 15.87%
$57.2K - $63.1K
5.54K $365K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-1.08K
- 23.37%
$59.4K - $65.4K
3.56K $234K
Apr 25, 2023 Q1 2023
Adviser Investments LLC

SELL
 -
-1.1K
- 0.9%
$60.5K - $66.6K
122K $8.04M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-1.19K
- 13.98%
$65K - $71.6K
7.31K $481K
May 01, 2023 Q1 2023
Crestone Asset Management LLC

SELL
 -
-1.23K
- 10.46%
$67.1K - $74K
10.5K $692K

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