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
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.46KClosed |
$176K - $216K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.5K- 6.9% |
$178K - $218K
|
47.2K
$3.11M
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-3.52KClosed |
$179K - $220K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-3.83KClosed |
$195K - $239K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-4.64K- 12.16% |
$236K - $289K
|
33.5K
$2.21M
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.81KClosed |
$245K - $299K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.52KClosed |
$281K - $344K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.59K- 5.45% |
$284K - $348K
|
96.9K
$6.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.64K- 17.64% |
$338K - $414K
|
31K
$2.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.87K- 24.09% |
$350K - $428K
|
21.6K
$1.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.53K- 37.77% |
$485K - $594K
|
15.7K
$1.04M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.4KClosed |
$528K - $647K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-10.8K- 47.97% |
$551K - $674K
|
11.7K
$774K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.8K- 7.19% |
$705K - $862K
|
179K
$11.8M
|
|
|
Jul 29, 2022
Q2 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-22.6KClosed |
$1.15M - $1.41M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-34.7K- 68.04% |
$1.77M - $2.16M
|
16.3K
$1.07M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-52.9K- 43.46% |
$2.7M - $3.3M
|
68.9K
$4.54M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-53.6K- 2.45% |
$2.73M - $3.34M
|
2.13M
$141M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-76.8KClosed |
$3.91M - $4.79M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-85.8K- 78.28% |
$4.37M - $5.35M
|
23.8K
$1.57M
|