Purchases and Sales Made in Q2 2023 in Ishares Esg Advanced Msci Eafe (DMXF)

DMXF Quotes by TradingView

This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF) during Q2 2023. 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 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
124K
+ 1744.06%
$7.31M - $7.65M
131K $8.86M
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
BUY
 -
62.7K
+ 6.67%
$3.71M - $3.88M
1M $68M
Jul 24, 2023 Q2 2023
Values Added Financial LLC

Washington, DC
BUY
 -
24.4K
New
$1.44M - $1.51M
24.4K $1.66M
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
21.3K
+ 141.11%
$1.26M - $1.32M
36.4K $2.47M
Jul 17, 2023 Q2 2023
Atwater Malick LLC

BUY
 -
18.1K
New
$1.07M - $1.12M
18.1K $1.23M
Jul 27, 2023 Q2 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
15.2K
+ 17.66%
$899K - $940K
101K $6.87M
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
15.1K
+ 17.69%
$894K - $936K
101K $6.82M
Aug 04, 2023 Q2 2023
Carnegie Capital Asset Management, LLC

BUY
 -
13.7K
New
$814K - $851K
13.7K $933K
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
12.7K
New
$750K - $785K
12.7K $860K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
10.8K
+ 1177.67%
$640K - $670K
11.7K $796K
Jul 20, 2023 Q2 2023
Optas, LLC

BUY
 -
6.49K
+ 60.69%
$384K - $402K
17.2K $1.17M
Aug 11, 2023 Q2 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
6.04K
+ 3.46%
$357K - $374K
180K $12.2M
Jul 11, 2023 Q2 2023
Monterey Private Wealth, Inc.

BUY
 -
5.06K
New
$299K - $313K
5.06K $343K
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
4.91K
New
$291K - $304K
4.91K $333K
Jul 31, 2023 Q2 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
4.83K
+ 10.5%
$286K - $299K
50.8K $3.45M
Aug 04, 2023 Q2 2023
Adviser Investments LLC

BUY
 -
4.79K
+ 3.93%
$284K - $297K
127K $8.6M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
3.87K
+ 26.35%
$229K - $240K
18.6K $1.26M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
3.87K
New
$229K - $240K
3.87K $263K
Jul 31, 2023 Q2 2023
5th Street Advisors, LLC

BUY
 -
3.68K
New
$218K - $228K
3.68K $250K
Aug 11, 2023 Q2 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
3.68K
New
$218K - $228K
3.68K $250K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.6K
+ 3.83%
$213K - $223K
97.5K $6.62M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
3.31K
+ 10.03%
$196K - $205K
36.3K $2.47M
Jul 14, 2023 Q2 2023
Park Avenue Securities LLC

BUY
 -
3.15K
+ 2.3%
$187K - $195K
140K $9.53M
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
3.08K
+ 18.41%
$182K - $190K
19.8K $1.34M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
3.04K
+ 12.49%
$180K - $188K
27.4K $1.86M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
2.82K
+ 18.75%
$167K - $175K
17.8K $1.21M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
2.43K
+ 41.9%
$144K - $150K
8.23K $559K
Jul 25, 2023 Q2 2023
Jmg Financial Group, Ltd.

BUY
 -
2.06K
+ 19.98%
$122K - $128K
12.4K $841K
Aug 03, 2023 Q2 2023
Accredited Investors Inc.

BUY
 -
1.91K
+ 5.12%
$113K - $118K
39.2K $2.66M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.73K
+ 3.46%
$102K - $107K
51.6K $3.5M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.71K
+ 1130.46%
$101K - $106K
1.86K $126K
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
1.69K
+ 437.31%
$99.9K - $105K
2.07K $141K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
1.49K
+ 13.19%
$87.9K - $92K
12.8K $865K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
1.32K
+ 11963.64%
$77.9K - $81.5K
1.33K $90.1K
Aug 02, 2023 Q2 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
1.24K
+ 6.65%
$73.6K - $77K
20K $1.35M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
1.17K
+ 4.13%
$69.2K - $72.4K
29.4K $2M
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
1.01K
+ 20.41%
$59.8K - $62.6K
5.96K $405K
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
985
+ 3.67%
$58.3K - $61K
27.8K $1.89M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
880
+ 5.68%
$52.1K - $54.5K
16.4K $1.11M
Aug 11, 2023 Q2 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
861
+ 15.93%
$51K - $53.3K
6.27K $425K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
817
+ 11.76%
$48.4K - $50.6K
7.77K $527K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
795
+ 11.73%
$47K - $49.2K
7.57K $514K
Aug 14, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
765
+ 13.35%
$45.3K - $47.4K
6.49K $441K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
745
+ 10.56%
$44.1K - $46.1K
7.8K $530K
Jul 27, 2023 Q2 2023
Verity Wealth Advisors

BUY
 -
731
+ 7.79%
$43.3K - $45.3K
10.1K $687K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
725
+ 6.17%
$42.9K - $44.9K
12.5K $847K
Aug 11, 2023 Q2 2023
Tcwp LLC

Tampa, FL
BUY
 -
709
+ 4.49%
$42K - $43.9K
16.5K $1.12M
Aug 14, 2023 Q2 2023
Mount Yale Investment Advisors, LLC

BUY
 -
686
+ 12.38%
$40.6K - $42.5K
6.23K $423K
Aug 02, 2023 Q2 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
574
+ 32.12%
$34K - $35.5K
2.36K $160K

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