Purchases and Sales Made in Q3 2021 in Ishares Esg Advanced Msci Eafe (DMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
397K+ 32.92% |
$26.3M - $28.6M
|
1.6M
$106M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
51.7KNew |
$3.43M - $3.73M
|
51.7K
$3.41M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
47.5K+ 41.01% |
$3.15M - $3.43M
|
163K
$10.8M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.6K+ 180.28% |
$1.63M - $1.77M
|
38.2K
$2.52M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
24.6K+ 38.1% |
$1.63M - $1.77M
|
89K
$5.87M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.6K+ 36.37% |
$1.17M - $1.27M
|
66K
$4.35M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
16.2K+ 29.97% |
$1.07M - $1.17M
|
70.2K
$4.63M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.7KNew |
$709K - $771K
|
10.7K
$705K
|
|
Nov 02, 2021
Q3 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
8K+ 71.43% |
$530K - $577K
|
19.2K
$1.27M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.88K+ 64.42% |
$522K - $568K
|
20.1K
$1.33M
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.34K+ 40.23% |
$486K - $529K
|
25.6K
$1.69M
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
6.88KNew |
$456K - $496K
|
6.88K
$453K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.7KNew |
$444K - $483K
|
6.7K
$442K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.47K+ 152.57% |
$429K - $466K
|
10.7K
$706K
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
6.08K+ 427.5% |
$403K - $438K
|
7.5K
$494K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.83K+ 19.16% |
$387K - $421K
|
36.3K
$2.39M
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
5KNew |
$331K - $360K
|
5K
$330K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.48K+ 394.54% |
$297K - $323K
|
5.62K
$370K
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
4.46K+ 228.32% |
$295K - $321K
|
6.41K
$423K
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.22K+ 57.32% |
$280K - $305K
|
11.6K
$764K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.94K+ 95.36% |
$261K - $284K
|
8.08K
$532K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.88K+ 68.96% |
$257K - $279K
|
9.5K
$626K
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.34K+ 77.14% |
$221K - $241K
|
7.67K
$506K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.33KNew |
$220K - $240K
|
3.33K
$219K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.13KNew |
$208K - $226K
|
3.13K
$206K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3K+ 49.85% |
$199K - $216K
|
9.02K
$594K
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.83K+ 68.35% |
$188K - $204K
|
6.98K
$460K
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
2.37K+ 60.6% |
$157K - $171K
|
6.28K
$414K
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.32K+ 32.83% |
$154K - $168K
|
9.4K
$620K
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.11K+ 40.95% |
$140K - $152K
|
7.28K
$480K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.01K+ 59.55% |
$133K - $145K
|
5.39K
$355K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.88K+ 9.56% |
$125K - $136K
|
21.6K
$1.42M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1.86KNew |
$123K - $134K
|
1.86K
$123K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.8K+ 23.64% |
$119K - $130K
|
9.41K
$620K
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.76K+ 17.09% |
$117K - $127K
|
12.1K
$797K
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.67K+ 24.52% |
$110K - $120K
|
8.46K
$558K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.55K+ 22.25% |
$103K - $112K
|
8.51K
$561K
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
BUY
|
- |
1.51K+ 16.61% |
$100K - $109K
|
10.6K
$699K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.38K+ 37.57% |
$91.2K - $99.3K
|
5.04K
$332K
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.21K+ 7.67% |
$79.8K - $86.9K
|
16.9K
$1.12M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.13K+ 12.97% |
$74.6K - $81.2K
|
9.81K
$647K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.1K+ 25.53% |
$72.8K - $79.2K
|
5.4K
$356K
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.05K+ 132.11% |
$69.2K - $75.3K
|
1.84K
$121K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
854+ 11.53% |
$56.6K - $61.6K
|
8.26K
$544K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
841+ 23.35% |
$55.7K - $60.6K
|
4.44K
$293K
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
772+ 20.32% |
$51.2K - $55.7K
|
4.57K
$301K
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
535+ 18.37% |
$35.4K - $38.6K
|
3.45K
$227K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
431+ 17.71% |
$28.6K - $31.1K
|
2.87K
$189K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
404+ 188.79% |
$26.8K - $29.1K
|
618
$40.7K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
356+ 6.02% |
$23.6K - $25.7K
|
6.27K
$413K
|