Purchases and Sales Made in Q3 2022 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 Q3 2022. 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
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
652
+ 12.29%
$30.1K - $36.5K
5.96K $393K
Nov 14, 2022 Q3 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
612
+ 7.37%
$28.3K - $34.3K
8.91K $587K
Nov 08, 2022 Q3 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
576
+ 8.9%
$26.6K - $32.3K
7.05K $465K
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
548
+ 12.64%
$25.3K - $30.7K
4.88K $322K
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
492
+ 1.61%
$22.8K - $27.6K
31K $2.05M
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
416
New
$19.2K - $23.3K
416 $27.4K
Nov 15, 2022 Q3 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
381
+ 5.54%
$17.6K - $21.4K
7.26K $479K
Nov 04, 2022 Q3 2022
Tortoise Investment Management, LLC

BUY
 -
275
+ 141.03%
$12.7K - $15.4K
470 $31K
Nov 14, 2022 Q3 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
206
+ 1.42%
$9.53K - $11.5K
14.7K $969K
Oct 07, 2022 Q3 2022
Soa Wealth Advisors, Llc.

BUY
 -
203
+ 41.94%
$9.39K - $11.4K
687 $45.3K
Nov 14, 2022 Q3 2022
Richard Bernstein Advisors LLC

BUY
 -
193
+ 2.74%
$8.92K - $10.8K
7.23K $477K
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
148
+ 20.22%
$6.84K - $8.29K
880 $58K
Oct 31, 2022 Q3 2022
Financial Connections Group, Inc.

BUY
 -
133
+ 0.25%
$6.15K - $7.45K
54.3K $3.58M
Nov 10, 2022 Q3 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
122
+ 26.7%
$5.64K - $6.84K
579 $38.2K
Oct 28, 2022 Q3 2022
Austin Private Wealth, LLC

BUY
 -
117
+ 1.1%
$5.41K - $6.56K
10.7K $708K
Oct 18, 2022 Q3 2022
Clearview Wealth Advisors LLC

BUY
 -
85
+ 23.74%
$3.93K - $4.76K
443 $29.2K
Oct 25, 2022 Q3 2022
Crestone Asset Management LLC

BUY
 -
83
+ 0.61%
$3.84K - $4.65K
13.6K $899K
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
48
New
$2.22K - $2.69K
48 $3.16K
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

BUY
 -
46
+ 1.65%
$2.13K - $2.58K
2.83K $187K
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
28
+ 0.02%
$1.29K - $1.57K
179K $11.8M
Nov 10, 2022 Q3 2022
Lindbrook Capital, LLC

BUY
 -
20
New
$925 - $1.12K
20 $1.32K
Apr 04, 2024 Q3 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
20
+ 12.35%
$925 - $1.12K
182 $12K
Oct 31, 2022 Q3 2022
Leonard Rickey Investment Advisors P.L.L.C.

BUY
 -
17
+ 0.18%
$786 - $953
9.25K $609K
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
15
New
$694 - $841
15 $989
Nov 09, 2022 Q3 2022
3 D/L Capital Management, LLC

BUY
 -
13
+ 0.2%
$601 - $729
6.55K $432K
Nov 10, 2022 Q3 2022
Parallel Advisors, LLC

BUY
 -
12
New
$555 - $672
12 $791
May 15, 2024 Q3 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
2
+ 1.5%
$92.5 - $112
135 $8.9K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

SELL
 -
-7
- 0.23%
$324 - $392
3.06K $201K
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

SELL
 -
-9
- 0.1%
$416 - $504
9.46K $624K
Nov 09, 2022 Q3 2022
First Horizon Advisors, Inc.

SELL
 -
-15
- 0.2%
$694 - $841
7.34K $484K
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

SELL
 -
-36
- 1.36%
$1.66K - $2.02K
2.61K $172K
Nov 14, 2022 Q3 2022
Wrapmanager Inc

SELL
 -
-38
- 0.51%
$1.76K - $2.13K
7.41K $489K
Oct 27, 2022 Q3 2022
Cwm, LLC

SELL
 -
-98
- 0.29%
$4.53K - $5.49K
33.4K $2.2M
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-103
- 1.01%
$4.76K - $5.77K
10.1K $667K
Nov 15, 2022 Q3 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-122
- 6.98%
$5.64K - $6.84K
1.63K $107K
Oct 31, 2022 Q3 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-161
- 2.88%
$7.44K - $9.02K
5.42K $357K
Oct 28, 2022 Q3 2022
Keystone Financial Services

SELL
 -
-172
- 2.55%
$7.95K - $9.64K
6.57K $433K
Oct 27, 2022 Q3 2022
Verity Wealth Advisors

SELL
 -
-227
- 2.08%
$10.5K - $12.7K
10.7K $704K
Nov 09, 2022 Q3 2022
Pecaut & Co.

SELL
 -
-335
- 16.83%
$15.5K - $18.8K
1.66K $109K
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-530
- 3.37%
$24.5K - $29.7K
15.2K $1M
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-650
- 9.83%
$30.1K - $36.4K
5.96K $393K
Oct 17, 2022 Q3 2022
Jmg Financial Group, Ltd.

SELL
 -
-659
- 5.03%
$30.5K - $36.9K
12.4K $819K
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-737
- 14.15%
$34.1K - $41.3K
4.47K $295K
Oct 25, 2022 Q3 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-763
- 8.58%
$35.3K - $42.8K
8.13K $536K
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
SELL
 -
-799
- 89.78%
$36.9K - $44.8K
91 $6K
Nov 04, 2022 Q3 2022
Prudential Financial Inc

Newark, NJ
SELL
 -
-889
- 4.11%
$41.1K - $49.8K
20.7K $1.37M
Nov 02, 2022 Q3 2022
Sharkey, Howes & Javer

SELL
 -
-1.28K
- 7.86%
$59.2K - $71.8K
15K $990K
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-1.88K
- 9.95%
$87K - $105K
17K $1.12M

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