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 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.58K+ 2.9% |
$98.5K - $109K
|
56.3K
$3.79M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
1.55K+ 14.32% |
$96.4K - $107K
|
12.4K
$833K
|
|
|
Apr 16, 2024
Q1 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.54K+ 8.14% |
$95.7K - $106K
|
20.5K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.53K+ 9.06% |
$95.1K - $106K
|
18.4K
$1.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
1.43K+ 5.87% |
$88.8K - $98.7K
|
25.8K
$1.74M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.22K+ 6.88% |
$75.9K - $84.4K
|
19K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.19K+ 14.92% |
$73.9K - $82.2K
|
9.16K
$617K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.18KNew |
$73K - $81.2K
|
1.18K
$79.1K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.18KNew |
$73K - $81.2K
|
1.18K
$79.1K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.14K+ 84.16% |
$70.7K - $78.6K
|
2.49K
$168K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.14K+ 84.16% |
$70.7K - $78.6K
|
2.49K
$168K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.09K+ 10.01% |
$67.8K - $75.4K
|
12K
$807K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.01K+ 8.08% |
$62.9K - $69.9K
|
13.5K
$912K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.01K+ 8.25% |
$62.7K - $69.7K
|
13.2K
$891K
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
977+ 4.29% |
$60.7K - $67.5K
|
23.8K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
950+ 5.06% |
$59.1K - $65.7K
|
19.7K
$1.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
905+ 27.99% |
$56.3K - $62.6K
|
4.14K
$279K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
843+ 20.41% |
$52.4K - $58.3K
|
4.97K
$335K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
825+ 14.34% |
$51.3K - $57K
|
6.58K
$443K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
825+ 1.51% |
$51.3K - $57K
|
55.5K
$3.73M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
813New |
$50.5K - $56.2K
|
813
$54.7K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
711+ 1.5% |
$44.2K - $49.1K
|
48.2K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
685+ 12.53% |
$42.6K - $47.3K
|
6.15K
$414K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
655+ 35.73% |
$40.7K - $45.3K
|
2.49K
$168K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
618+ 8.33% |
$38.4K - $42.7K
|
8.04K
$541K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
617+ 4.22% |
$38.4K - $42.6K
|
15.2K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
537+ 4.94% |
$33.4K - $37.1K
|
11.4K
$768K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
501+ 4.22% |
$31.1K - $34.6K
|
12.4K
$834K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
477+ 1.79% |
$29.7K - $33K
|
27.1K
$1.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
443+ 2.43% |
$27.5K - $30.6K
|
18.7K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
437+ 6.22% |
$27.2K - $30.2K
|
7.46K
$502K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
437+ 31.33% |
$27.2K - $30.2K
|
1.83K
$123K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
435+ 6.28% |
$27K - $30.1K
|
7.36K
$496K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
417New |
$25.9K - $28.8K
|
417
$28.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
405+ 8.61% |
$25.2K - $28K
|
5.11K
$344K
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
403+ 0.59% |
$25.1K - $27.9K
|
69.3K
$4.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
314+ 2.74% |
$19.5K - $21.7K
|
11.8K
$794K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
307+ 4.46% |
$19.1K - $21.2K
|
7.2K
$485K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
241+ 5.14% |
$15K - $16.7K
|
4.93K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
239+ 6.1% |
$14.9K - $16.5K
|
4.15K
$280K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
213+ 3.78% |
$13.2K - $14.7K
|
5.85K
$394K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
198+ 2.65% |
$12.3K - $13.7K
|
7.67K
$516K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
198+ 2.31% |
$12.3K - $13.7K
|
8.76K
$590K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
190+ 3.43% |
$11.8K - $13.1K
|
5.73K
$386K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
130+ 2.38% |
$8.08K - $8.99K
|
5.6K
$377K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
129+ 0.51% |
$8.02K - $8.92K
|
25.3K
$1.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
109+ 0.11% |
$6.78K - $7.53K
|
96.3K
$6.48M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
101+ 6.58% |
$6.28K - $6.98K
|
1.64K
$110K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
76+ 2.15% |
$4.72K - $5.25K
|
3.61K
$243K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
71+ 1.8% |
$4.41K - $4.91K
|
4.02K
$271K
|