Purchases and Sales Made in Q2 2024 in Ishares Esg Advanced Msci Eafe (DMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF) during Q2 2024. 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, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
117K+ 203.12% |
$7.55M - $8.23M
|
175K
$11.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
86.6K+ 134.39% |
$5.57M - $6.08M
|
151K
$9.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
64.3K+ 159.85% |
$4.14M - $4.51M
|
104K
$6.88M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
47.9KNew |
$3.08M - $3.36M
|
47.9K
$3.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.2K+ 25.26% |
$2.4M - $2.61M
|
185K
$12.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
29.4K+ 1.79% |
$1.89M - $2.07M
|
1.67M
$110M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
29.2KNew |
$1.88M - $2.05M
|
29.2K
$1.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
28.3K+ 4.71% |
$1.82M - $1.99M
|
630K
$41.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.7KNew |
$1.72M - $1.87M
|
26.7K
$1.76M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.6K+ 11.28% |
$1.2M - $1.31M
|
184K
$12.1M
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
16.3KNew |
$1.05M - $1.14M
|
16.3K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.1K+ 1853.93% |
$1.03M - $1.13M
|
16.9K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.7K+ 125.59% |
$880K - $960K
|
24.6K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.6K+ 109.7% |
$874K - $953K
|
26K
$1.71M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.7K+ 5.99% |
$690K - $753K
|
190K
$12.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
7.86K+ 8.17% |
$506K - $552K
|
104K
$6.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
7.72KNew |
$497K - $541K
|
7.72K
$509K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
7.57K+ 58.36% |
$487K - $531K
|
20.5K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.17K+ 37.41% |
$462K - $503K
|
26.3K
$1.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.76K+ 35.63% |
$435K - $474K
|
25.7K
$1.69M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
6.17K+ 3.61% |
$397K - $433K
|
177K
$11.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
5.9K+ 23.23% |
$380K - $414K
|
31.3K
$2.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
5.82K+ 12.08% |
$375K - $409K
|
54K
$3.56M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.6K+ 22.01% |
$360K - $393K
|
31K
$2.05M
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5.33KNew |
$343K - $374K
|
5.33K
$351K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.25K+ 19.24% |
$338K - $368K
|
32.5K
$2.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5KNew |
$322K - $351K
|
5K
$330K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.99K+ 626.22% |
$321K - $350K
|
5.79K
$381K
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.65KNew |
$299K - $326K
|
4.65K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.37K+ 7.87% |
$281K - $306K
|
59.8K
$3.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.17K+ 64.79% |
$268K - $292K
|
10.6K
$699K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.84K+ 77.2% |
$247K - $269K
|
8.81K
$581K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
3.72K+ 3.97% |
$240K - $261K
|
97.5K
$6.42M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.53K+ 13.96% |
$227K - $248K
|
28.8K
$1.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3.46KNew |
$223K - $243K
|
3.46K
$228K
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3.13KNew |
$202K - $220K
|
3.13K
$206K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.78K+ 1.92% |
$179K - $195K
|
147K
$9.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.65K+ 24.96% |
$171K - $186K
|
13.3K
$875K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
2.48K+ 9.01% |
$159K - $174K
|
30K
$1.98M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.18K+ 50.64% |
$140K - $153K
|
6.49K
$428K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.9K+ 8.14% |
$122K - $133K
|
25.3K
$1.67M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.88K+ 54.04% |
$121K - $132K
|
5.35K
$353K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.85K+ 1.96% |
$119K - $130K
|
96.2K
$6.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.85K+ 3.29% |
$119K - $130K
|
58.1K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.85K+ 9.25% |
$119K - $130K
|
21.8K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.45K+ 10.74% |
$93.6K - $102K
|
15K
$988K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.38K+ 7.0% |
$88.8K - $96.8K
|
21.1K
$1.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.32K+ 7.16% |
$84.9K - $92.5K
|
19.7K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.19K+ 21.2% |
$76.7K - $83.6K
|
6.81K
$449K
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.14K+ 1.64% |
$73.2K - $79.8K
|
70.4K
$4.64M
|