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 |
---|---|---|---|---|---|---|---|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
320+ 3.11% |
$16.3K - $19.9K
|
10.6K
$700K
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
315+ 78.75% |
$16K - $19.6K
|
715
$47.1K
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
300+ 2.35% |
$15.3K - $18.7K
|
13K
$860K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
284+ 164.16% |
$14.5K - $17.7K
|
457
$30.1K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
263+ 2.86% |
$13.4K - $16.4K
|
9.47K
$624K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
234+ 7.12% |
$11.9K - $14.6K
|
3.52K
$232K
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
BUY
|
- |
224+ 3.1% |
$11.4K - $14K
|
7.45K
$491K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
195+ 36.31% |
$9.93K - $12.2K
|
732
$48.2K
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
195New |
$9.93K - $12.2K
|
195
$12.9K
|
|
Aug 02, 2022
Q2 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
176+ 2.77% |
$8.96K - $11K
|
6.53K
$431K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
162New |
$8.25K - $10.1K
|
162
$10.7K
|
|
Jul 25, 2022
Q2 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
158+ 1.74% |
$8.05K - $9.85K
|
9.23K
$608K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
140+ 1.6% |
$7.13K - $8.73K
|
8.89K
$586K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
115+ 2.93% |
$5.86K - $7.17K
|
4.04K
$266K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
76+ 1.48% |
$3.87K - $4.74K
|
5.21K
$343K
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
BUY
|
- |
69+ 3.59% |
$3.51K - $4.3K
|
1.99K
$131K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
31+ 0.17% |
$1.58K - $1.93K
|
18.2K
$1.2M
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
18+ 1.97% |
$917 - $1.12K
|
934
$61.6K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
17New |
$866 - $1.06K
|
17
$1.12K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2- 0.56% |
$102 - $125
|
358
$23.6K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-64- 0.62% |
$3.26K - $3.99K
|
10.2K
$674K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-96- 3.33% |
$4.89K - $5.98K
|
2.79K
$184K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-142- 1.96% |
$7.23K - $8.85K
|
7.12K
$469K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-159- 7.42% |
$8.1K - $9.91K
|
1.98K
$131K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-164- 3.64% |
$8.35K - $10.2K
|
4.34K
$286K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-167- 3.05% |
$8.51K - $10.4K
|
5.31K
$350K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-187- 2.81% |
$9.52K - $11.7K
|
6.47K
$427K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-201- 27.65% |
$10.2K - $12.5K
|
526
$34.7K
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-220Closed |
$11.2K - $13.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-275- 42.5% |
$14K - $17.1K
|
372
$24.5K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-292- 9.94% |
$14.9K - $18.2K
|
2.65K
$174K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-315- 4.46% |
$16K - $19.6K
|
6.74K
$444K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-328- 1.95% |
$16.7K - $20.4K
|
16.5K
$1.09M
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-466- 21.06% |
$23.7K - $29K
|
1.75K
$115K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-475- 7.84% |
$24.2K - $29.6K
|
5.58K
$368K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-518- 1.67% |
$26.4K - $32.3K
|
30.5K
$2.01M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-728- 9.57% |
$37.1K - $45.4K
|
6.88K
$453K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.1KClosed |
$55.8K - $68.3K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 2.9% |
$56.7K - $69.4K
|
37.3K
$2.46M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.18K- 22.17% |
$60.3K - $73.8K
|
4.16K
$274K
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
SELL
|
- |
-1.39K- 17.09% |
$70.7K - $86.6K
|
6.74K
$444K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.65K- 14.31% |
$84K - $103K
|
9.88K
$651K
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.68K- 17.14% |
$85.4K - $105K
|
8.11K
$534K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.78KClosed |
$90.7K - $111K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.9K- 17.51% |
$96.5K - $118K
|
8.93K
$588K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.63K- 10.55% |
$134K - $164K
|
22.3K
$1.47M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.03KClosed |
$154K - $189K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-3.38KClosed |
$172K - $211K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-3.43KClosed |
$174K - $214K
|
0
$0
|