Purchases and Sales Made in Q1 2024 in Ishares Esg Advanced Msci Eafe (DMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF) during Q1 2024. 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 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
85.6K+ 5.5% |
$5.32M - $5.92M
|
1.64M
$112M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
64.4KNew |
$4.01M - $4.45M
|
64.4K
$4.37M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.4K+ 100.99% |
$2.95M - $3.28M
|
94.3K
$6.4M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
44.5KNew |
$2.77M - $3.08M
|
44.5K
$3.02M
|
|
|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
34.9KNew |
$2.17M - $2.41M
|
34.9K
$2.37M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
30.4KNew |
$1.89M - $2.1M
|
30.4K
$2.06M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.3K+ 22.77% |
$1.7M - $1.89M
|
147K
$10M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
27.3KNew |
$1.69M - $1.88M
|
27.3K
$1.85M
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
23.4KNew |
$1.45M - $1.62M
|
23.4K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
21.9K+ 2.44% |
$1.36M - $1.52M
|
922K
$62.6M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.4K+ 11.78% |
$1.08M - $1.2M
|
165K
$11.2M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15K+ 9.11% |
$930K - $1.03M
|
179K
$12.2M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
14.3K+ 73.07% |
$889K - $988K
|
33.9K
$2.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
11.6K+ 7.3% |
$723K - $804K
|
171K
$11.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
10.8KNew |
$673K - $749K
|
10.8K
$735K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.8K+ 11.1% |
$670K - $745K
|
108K
$7.32M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.33K+ 102.25% |
$518K - $576K
|
16.5K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7.96K+ 30.72% |
$495K - $550K
|
33.9K
$2.3M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.65KNew |
$476K - $529K
|
7.65K
$519K
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
7.33K+ 40.54% |
$455K - $506K
|
25.4K
$1.72M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.13K+ 33.98% |
$443K - $492K
|
28.1K
$1.91M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.74K+ 4.14% |
$357K - $397K
|
144K
$9.81M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.4K+ 65.08% |
$336K - $373K
|
13.7K
$929K
|
|
|
May 03, 2024
Q1 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.56K+ 8.11% |
$283K - $315K
|
60.8K
$4.13M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.31KNew |
$268K - $298K
|
4.31K
$293K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.05K+ 28.83% |
$252K - $280K
|
18.1K
$1.23M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
4.02KNew |
$250K - $278K
|
4.02K
$273K
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
3.81K+ 68.92% |
$237K - $263K
|
9.34K
$634K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.69KNew |
$230K - $255K
|
3.69K
$251K
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
3.42KNew |
$212K - $236K
|
3.42K
$232K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.38KNew |
$210K - $234K
|
3.38K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.34K+ 12.1% |
$208K - $231K
|
30.9K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.34KNew |
$207K - $231K
|
3.34K
$226K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.25KNew |
$202K - $225K
|
3.25K
$221K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.17KNew |
$197K - $219K
|
3.17K
$215K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.1KNew |
$192K - $214K
|
3.1K
$210K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.98K+ 39.03% |
$185K - $206K
|
10.6K
$721K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.98K+ 7.99% |
$185K - $206K
|
40.2K
$2.73M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
2.77K+ 27.52% |
$172K - $192K
|
12.8K
$871K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
2.73K+ 11.02% |
$170K - $189K
|
27.5K
$1.87M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.72K+ 5.09% |
$169K - $188K
|
56.2K
$3.81M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.71KNew |
$169K - $187K
|
2.71K
$184K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.55K+ 65.96% |
$159K - $176K
|
6.42K
$435K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.25K+ 9.68% |
$140K - $155K
|
25.4K
$1.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.18K+ 18.25% |
$135K - $150K
|
14.1K
$957K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.04K+ 57.49% |
$127K - $141K
|
5.59K
$379K
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.9K+ 4.07% |
$118K - $131K
|
48.6K
$3.3M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.86K+ 0.38% |
$115K - $128K
|
496K
$33.7M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.82K+ 20.81% |
$113K - $126K
|
10.6K
$718K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.58K+ 2.9% |
$98.5K - $109K
|
56.3K
$3.82M
|