Purchases and Sales Made in Q1 2023 in Ishares Esg Advanced Msci Eafe (DMXF)
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 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.29K- 11.82% |
$70.6K - $77.9K
|
9.62K
$634K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.43K- 94.96% |
$78.5K - $86.5K
|
76
$5.01K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.45K- 8.06% |
$79.3K - $87.4K
|
16.5K
$1.09M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.47K- 7.43% |
$80.2K - $88.4K
|
18.2K
$1.2M
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-1.48K- 2.73% |
$80.8K - $89.1K
|
52.7K
$3.47M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.6K- 18.73% |
$87.7K - $96.7K
|
6.95K
$458K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.68K- 11.17% |
$92.2K - $102K
|
13.4K
$883K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.82K- 10.51% |
$99.6K - $110K
|
15.5K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.15K- 80.15% |
$118K - $130K
|
533
$35.1K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.31K- 3.86% |
$126K - $139K
|
57.4K
$3.78M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.36K- 10.9% |
$129K - $143K
|
19.3K
$1.27M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.58K- 7.1% |
$141K - $156K
|
33.7K
$2.22M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.82K- 21.42% |
$154K - $170K
|
10.3K
$681K
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.94K- 4.69% |
$161K - $178K
|
59.7K
$3.94M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.27K- 18.18% |
$179K - $197K
|
14.7K
$969K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.22K- 2.98% |
$231K - $255K
|
137K
$9.05M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.22K- 17.02% |
$231K - $255K
|
20.6K
$1.36M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.85K- 57.9% |
$266K - $293K
|
3.53K
$233K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.57K- 57.05% |
$360K - $396K
|
4.95K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.13K- 7.06% |
$391K - $430K
|
93.9K
$6.19M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.7K- 8.65% |
$803K - $884K
|
155K
$10.2M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-15.1K- 72.43% |
$827K - $911K
|
5.75K
$379K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.9K- 74.71% |
$1.15M - $1.26M
|
7.08K
$467K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-28.1K- 2.9% |
$1.54M - $1.69M
|
940K
$61.9M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-43.7K- 31.27% |
$2.39M - $2.64M
|
96K
$6.33M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-125K- 5.67% |
$6.82M - $7.52M
|
2.07M
$137M
|