Purchases and Sales Made in Q2 2022 in Ishares Esg Advanced Msci Eafe (DMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
67.9K+ 80.79% |
$3.46M - $4.23M
|
152K
$10M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
56.4KNew |
$2.87M - $3.51M
|
56.4K
$3.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
33.3K+ 3.42% |
$1.7M - $2.08M
|
1.01M
$66.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
21.8K+ 67.27% |
$1.11M - $1.36M
|
54.1K
$3.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
20.5KNew |
$1.04M - $1.28M
|
20.5K
$1.35M
|
|
|
Jul 06, 2022
Q2 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
18.7K+ 81.79% |
$953K - $1.17M
|
41.6K
$2.74M
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
14.9KNew |
$761K - $931K
|
14.9K
$985K
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
14.5K+ 290.36% |
$739K - $905K
|
19.5K
$1.29M
|
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11K+ 84.38% |
$561K - $686K
|
24.1K
$1.59M
|
|
|
Jul 12, 2022
Q2 2022
|
Verity Wealth Advisors
|
BUY
|
- |
10.9KNew |
$555K - $679K
|
10.9K
$718K
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
10.9KNew |
$554K - $678K
|
10.9K
$717K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.3KNew |
$423K - $517K
|
8.3K
$547K
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
7.52K+ 134.82% |
$383K - $468K
|
13.1K
$863K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.36KNew |
$375K - $458K
|
7.36K
$485K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.19K+ 6.2% |
$366K - $448K
|
123K
$8.12M
|
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
7.04KNew |
$358K - $439K
|
7.04K
$464K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
6.23K+ 14.61% |
$317K - $388K
|
48.9K
$3.22M
|
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
6.16K+ 83.38% |
$314K - $384K
|
13.6K
$893K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6.03KNew |
$307K - $376K
|
6.03K
$397K
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
5.92K+ 50.59% |
$301K - $369K
|
17.6K
$1.16M
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
5.83KNew |
$297K - $363K
|
5.83K
$384K
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.81K+ 4.59% |
$296K - $362K
|
132K
$8.73M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.62K+ 170.55% |
$286K - $350K
|
8.92K
$588K
|
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
5.45KNew |
$278K - $340K
|
5.45K
$359K
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.45KNew |
$227K - $278K
|
4.45K
$293K
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.89KNew |
$198K - $242K
|
3.89K
$256K
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.67K+ 124.4% |
$187K - $229K
|
6.61K
$436K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.66KNew |
$186K - $228K
|
3.66K
$241K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.39K+ 21.82% |
$173K - $211K
|
18.9K
$1.25M
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
BUY
|
- |
3.21K+ 14.29% |
$164K - $200K
|
25.7K
$1.69M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.03KNew |
$154K - $189K
|
3.03K
$199K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.88KNew |
$147K - $179K
|
2.88K
$190K
|
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.54K+ 9.89% |
$129K - $158K
|
28.2K
$1.86M
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.2K+ 11.86% |
$112K - $137K
|
20.7K
$1.36M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.03K+ 5.7% |
$104K - $127K
|
37.7K
$2.49M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.97K+ 11.48% |
$100K - $123K
|
19.1K
$1.26M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
1.42KNew |
$72.4K - $88.6K
|
1.42K
$93.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.23K+ 27.37% |
$62.6K - $76.6K
|
5.72K
$377K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.11K+ 17.94% |
$56.4K - $69.1K
|
7.29K
$480K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.07K+ 8.42% |
$54.5K - $66.8K
|
13.8K
$909K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
880+ 6.46% |
$44.8K - $54.9K
|
14.5K
$955K
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
799+ 878.02% |
$40.7K - $49.8K
|
890
$58.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
799+ 878.02% |
$40.7K - $49.8K
|
890
$58.7K
|
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
BUY
|
- |
737+ 12.62% |
$37.5K - $45.9K
|
6.58K
$434K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
655New |
$33.4K - $40.8K
|
655
$43.2K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
484New |
$24.7K - $30.2K
|
484
$31.9K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
458+ 3.69% |
$23.3K - $28.5K
|
12.9K
$849K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
448+ 6.64% |
$22.8K - $27.9K
|
7.19K
$474K
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
438+ 8.01% |
$22.3K - $27.3K
|
5.9K
$389K
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
333+ 12.2% |
$17K - $20.8K
|
3.06K
$202K
|