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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 22.54% |
$73.1K - $79.7K
|
6.18K
$407K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.11K+ 8.42% |
$71.6K - $78.1K
|
14.3K
$945K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.09KNew |
$70.3K - $76.6K
|
1.09K
$72K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
894+ 9.76% |
$57.5K - $62.7K
|
10.1K
$663K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
849+ 0.17% |
$54.6K - $59.6K
|
497K
$32.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
840New |
$54.1K - $58.9K
|
840
$55.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
775+ 15.72% |
$49.9K - $54.4K
|
5.71K
$376K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
714+ 2.54% |
$46K - $50.1K
|
28.8K
$1.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
673+ 7.74% |
$43.3K - $47.2K
|
9.36K
$617K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
610+ 1.75% |
$39.3K - $42.8K
|
35.4K
$2.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
546+ 13.14% |
$35.1K - $38.3K
|
4.7K
$310K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
545+ 13.17% |
$35.1K - $38.2K
|
4.68K
$309K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
417+ 8.16% |
$26.8K - $29.3K
|
5.53K
$364K
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
413+ 7.07% |
$26.6K - $29K
|
6.26K
$412K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
387+ 1.43% |
$24.9K - $27.2K
|
27.5K
$1.81M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
360+ 1.4% |
$23.2K - $25.3K
|
26.1K
$1.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
348New |
$22.4K - $24.4K
|
348
$22.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
317+ 4.25% |
$20.4K - $22.2K
|
7.78K
$513K
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
306+ 8.96% |
$19.7K - $21.5K
|
3.72K
$245K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
302+ 2.79% |
$19.4K - $21.2K
|
11.1K
$734K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
268New |
$17.2K - $18.8K
|
268
$17.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
265New |
$17.1K - $18.6K
|
265
$17.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
265+ 2.25% |
$17.1K - $18.6K
|
12.1K
$795K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
265+ 54.75% |
$17.1K - $18.6K
|
749
$49.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
249+ 1.18% |
$16K - $17.5K
|
21.4K
$1.41M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
247+ 1.04% |
$15.9K - $17.3K
|
24K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
238+ 12.99% |
$15.3K - $16.7K
|
2.07K
$136K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
229+ 3.72% |
$14.7K - $16.1K
|
6.38K
$421K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
221+ 49.11% |
$14.2K - $15.5K
|
671
$44.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
199+ 24.48% |
$12.8K - $14K
|
1.01K
$66.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
191+ 0.45% |
$12.3K - $13.4K
|
43K
$2.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
180+ 13.25% |
$11.6K - $12.6K
|
1.54K
$101K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
172+ 1.51% |
$11.1K - $12.1K
|
11.6K
$763K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
170+ 6.27% |
$10.9K - $11.9K
|
2.88K
$190K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
140+ 2.03% |
$9.01K - $9.82K
|
7.03K
$464K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
138+ 1.8% |
$8.88K - $9.68K
|
7.81K
$515K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
124+ 2.49% |
$7.98K - $8.7K
|
5.11K
$337K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
115+ 21.46% |
$7.4K - $8.07K
|
651
$42.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
112+ 0.24% |
$7.21K - $7.86K
|
46.5K
$3.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
95+ 7.18% |
$6.11K - $6.67K
|
1.42K
$93.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
90+ 0.48% |
$5.79K - $6.31K
|
18.8K
$1.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
87+ 20.86% |
$5.6K - $6.1K
|
504
$33.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
84+ 1.04% |
$5.41K - $5.89K
|
8.12K
$535K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
83+ 6.55% |
$5.34K - $5.82K
|
1.35K
$89K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
76+ 1.49% |
$4.89K - $5.33K
|
5.18K
$342K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
71New |
$4.57K - $4.98K
|
71
$4.68K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
69+ 4.43% |
$4.44K - $4.84K
|
1.63K
$107K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
68+ 1.88% |
$4.38K - $4.77K
|
3.68K
$243K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
66New |
$4.25K - $4.63K
|
66
$4.35K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
59+ 0.49% |
$3.8K - $4.14K
|
12K
$794K
|