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
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
522
+ 8.73%
$30.9K - $32.3K
6.5K $441K
Jul 21, 2023 Q2 2023
Austin Private Wealth, LLC

BUY
 -
519
+ 5.39%
$30.7K - $32.1K
10.1K $688K
Aug 03, 2023 Q2 2023
Crestone Asset Management LLC

BUY
 -
494
+ 4.71%
$29.2K - $30.6K
11K $746K
Aug 04, 2023 Q2 2023
Main Street Financial Solutions, LLC

BUY
 -
472
+ 10.04%
$27.9K - $29.2K
5.17K $351K
Jul 25, 2023 Q2 2023
Albion Financial Group

BUY
 -
462
New
$27.3K - $28.6K
462 $31.4K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
408
New
$24.1K - $25.3K
408 $27.7K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
361
+ 6.28%
$21.4K - $22.4K
6.11K $414K
Jul 20, 2023 Q2 2023
Bourgeon Capital Management LLC

BUY
 -
340
New
$20.1K - $21.1K
340 $23.1K
Aug 14, 2023 Q2 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
328
+ 0.55%
$19.4K - $20.3K
60K $4.08M
Aug 11, 2023 Q2 2023
Atlantic Private Wealth, LLC

BUY
 -
227
+ 0.53%
$13.4K - $14.1K
43.3K $2.94M
Jul 14, 2023 Q2 2023
Sharkey, Howes & Javer

BUY
 -
187
+ 1.02%
$11.1K - $11.6K
18.4K $1.25M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
186
+ 58.13%
$11K - $11.5K
506 $34.3K
Jul 18, 2023 Q2 2023
Pathway Financial Advisors LLC

BUY
 -
148
+ 2.51%
$8.76K - $9.17K
6.04K $410K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
129
+ 0.96%
$7.63K - $7.99K
13.5K $918K
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
122
+ 1.81%
$7.22K - $7.56K
6.86K $466K
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
111
+ 1.04%
$6.57K - $6.87K
10.8K $733K
Aug 14, 2023 Q2 2023
Ascent Group, LLC

BUY
 -
81
+ 2.38%
$4.79K - $5.02K
3.48K $236K
Jul 21, 2023 Q2 2023
Johnson Bixby & Associates, LLC

BUY
 -
75
+ 1.3%
$4.44K - $4.64K
5.85K $397K
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
54
+ 1.09%
$3.2K - $3.34K
5.02K $341K
Aug 02, 2023 Q2 2023
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
41
+ 0.77%
$2.43K - $2.54K
5.34K $362K
Aug 03, 2023 Q2 2023
First Horizon Advisors, Inc.

BUY
 -
38
+ 0.64%
$2.25K - $2.35K
5.94K $403K
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
21
+ 0.55%
$1.24K - $1.3K
3.82K $260K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
20
+ 0.38%
$1.18K - $1.24K
5.33K $362K
Apr 04, 2024 Q2 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
12
+ 5.48%
$710 - $743
231 $15.7K
Aug 02, 2023 Q2 2023
Keystone Financial Services

BUY
 -
7
+ 0.14%
$414 - $434
4.94K $335K
Jul 17, 2024 Q2 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
2
+ 1.5%
$118 - $124
135 $9.16K
May 15, 2024 Q2 2023
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-5
- 3.7%
$296 - $310
130 $8.82K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-7
- 0.52%
$414 - $434
1.34K $90.9K
Jul 26, 2023 Q2 2023
Rosenberg Matthew Hamilton

SELL
 -
-8
- 66.67%
$473 - $495
4 $271
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-11
- 0.2%
$651 - $681
5.61K $381K
Jul 13, 2023 Q2 2023
Congress Wealth Management LLC

Boston, MA
SELL
 -
-11
- 0.1%
$651 - $681
10.8K $733K
Aug 08, 2023 Q2 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-12
- 1.97%
$710 - $743
597 $40.5K
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-13
- 0.37%
$769 - $805
3.54K $240K
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
SELL
 -
-13
- 0.2%
$769 - $805
6.57K $446K
Jul 26, 2023 Q2 2023
West Wealth Group, LLC

SELL
 -
-23
- 0.64%
$1.36K - $1.42K
3.58K $243K
Jul 24, 2023 Q2 2023
Svb Wealth LLC

Boston, MA
SELL
 -
-28
- 0.6%
$1.66K - $1.73K
4.62K $314K
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
SELL
 -
-51
- 0.17%
$3.02K - $3.16K
29.4K $1.99M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-55
- 0.75%
$3.25K - $3.41K
7.25K $492K
Aug 11, 2023 Q2 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-77
- 13.7%
$4.56K - $4.77K
485 $32.9K
Jul 27, 2023 Q2 2023
Leonard Rickey Investment Advisors P.L.L.C.

SELL
 -
-89
- 0.86%
$5.27K - $5.51K
10.3K $699K
Aug 02, 2023 Q2 2023
Wealth Alliance

Mellville, NY
SELL
 -
-122
- 1.06%
$7.22K - $7.56K
11.3K $770K
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

SELL
 -
-144
- 77.84%
$8.52K - $8.92K
41 $2.78K
Jul 25, 2023 Q2 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-159
- 1.9%
$9.41K - $9.85K
8.2K $557K
Aug 10, 2023 Q2 2023
Richard Bernstein Advisors LLC

SELL
 -
-193
- 2.67%
$11.4K - $12K
7.04K $478K
Jul 21, 2023 Q2 2023
Walkner Condon Financial Advisors LLC

SELL
 -
-195
- 0.44%
$11.5K - $12.1K
43.7K $2.96M
Aug 08, 2023 Q2 2023
Wrapmanager Inc

SELL
 -
-202
- 3.22%
$12K - $12.5K
6.07K $412K
Jul 18, 2023 Q2 2023
Diversified Trust CO

SELL
 -
-240
- 2.62%
$14.2K - $14.9K
8.93K $606K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-257
- 5.2%
$15.2K - $15.9K
4.69K $318K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
SELL
 -
-257
- 5.2%
$15.2K - $15.9K
4.69K $318K

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