Purchases and Sales Made in Q3 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 Q3 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
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
491K
New
$27.8M - $30.7M
491K $32.3M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
99K
New
$5.62M - $6.19M
99K $6.52M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
65.3K
+ 176.33%
$3.71M - $4.08M
102K $6.75M
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
BUY
 -
45.5K
+ 4.54%
$2.58M - $2.85M
1.05M $69.1M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
42.6K
+ 42.41%
$2.42M - $2.67M
143K $9.44M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
41.8K
+ 330.15%
$2.37M - $2.62M
54.5K $3.59M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
41.6K
+ 27.62%
$2.36M - $2.6M
192K $12.7M
Nov 09, 2023 Q3 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
24.2K
+ 23.94%
$1.37M - $1.51M
125K $8.26M
Nov 01, 2023 Q3 2023
Albion Financial Group

BUY
 -
23.8K
+ 5150.0%
$1.35M - $1.49M
24.3K $1.6M
Oct 30, 2023 Q3 2023
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
17.2K
New
$974K - $1.07M
17.2K $1.13M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
16K
+ 86.13%
$907K - $1M
34.6K $2.28M
Oct 19, 2023 Q3 2023
Values Added Financial LLC

Washington, DC
BUY
 -
15K
+ 61.35%
$850K - $936K
39.4K $2.6M
Nov 14, 2023 Q3 2023
Lazard Asset Management LLC

New York, NY
BUY
 -
13.8K
New
$784K - $864K
13.8K $910K
Aug 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
11.6K
New
$657K - $724K
11.6K $763K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
11.4K
+ 41.74%
$649K - $715K
38.8K $2.56M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
7.16K
+ 1327.64%
$406K - $447K
7.7K $507K
Oct 24, 2023 Q3 2023
Brown Advisory Inc

BUY
 -
7K
New
$397K - $438K
7K $461K
Oct 25, 2023 Q3 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
6.8K
+ 13.38%
$386K - $425K
57.6K $3.8M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
5.84K
New
$331K - $365K
5.84K $385K
Nov 14, 2023 Q3 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
5.48K
New
$311K - $342K
5.48K $361K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
4.65K
+ 26.05%
$264K - $291K
22.5K $1.48M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
4.18K
+ 30.94%
$237K - $262K
17.7K $1.17M
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
3.68K
New
$209K - $230K
3.68K $243K
Nov 02, 2023 Q3 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
3.59K
+ 17.96%
$203K - $224K
23.5K $1.55M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
2.92K
+ 47.74%
$165K - $182K
9.02K $595K
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
2.88K
+ 26.64%
$163K - $180K
13.7K $902K
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
2.87K
+ 81.14%
$163K - $180K
6.42K $423K
Oct 31, 2023 Q3 2023
Sharkey, Howes & Javer

BUY
 -
2.72K
+ 14.77%
$154K - $170K
21.2K $1.39M
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
2.64K
+ 40.54%
$150K - $165K
9.14K $602K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
2.44K
+ 19.14%
$138K - $153K
15.2K $1M
Nov 03, 2023 Q3 2023
Financial Connections Group, Inc.

BUY
 -
2.43K
+ 4.92%
$138K - $152K
51.7K $3.41M
Nov 13, 2023 Q3 2023
Agf Management LTD

Toronto Ontario Canada, A6
BUY
 -
2.4K
+ 60.0%
$136K - $150K
6.4K $422K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
2.34K
+ 18.78%
$133K - $147K
14.8K $977K
Oct 31, 2023 Q3 2023
Jmg Financial Group, Ltd.

BUY
 -
2.28K
+ 18.4%
$129K - $143K
14.7K $967K
Oct 10, 2023 Q3 2023
Wade Financial Advisory, Inc

BUY
 -
2.06K
+ 13.33%
$117K - $129K
17.5K $1.15M
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
1.63K
+ 31.46%
$92.3K - $102K
6.8K $448K
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.44K
+ 24.67%
$81.5K - $89.8K
7.26K $478K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.43K
+ 2.76%
$80.9K - $89.1K
53.1K $3.5M
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
1.41K
+ 23.68%
$80.1K - $88.3K
7.38K $486K
Oct 31, 2023 Q3 2023
5th Street Advisors, LLC

BUY
 -
1.37K
+ 37.18%
$77.7K - $85.6K
5.05K $333K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.36K
+ 3.74%
$77.1K - $84.9K
37.7K $2.48M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
1.26K
New
$71.5K - $78.8K
1.26K $83K
Nov 14, 2023 Q3 2023
Biltmore Family Office, LLC

BUY
 -
1.16K
+ 11.2%
$65.9K - $72.6K
11.5K $760K
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.09K
+ 6.66%
$61.9K - $68.2K
17.5K $1.15M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
1.08K
+ 3.86%
$61.3K - $67.5K
29K $1.91M
Oct 23, 2023 Q3 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
975
+ 10.63%
$55.3K - $61K
10.2K $669K
Nov 07, 2023 Q3 2023
Accredited Investors Inc.

BUY
 -
973
+ 2.48%
$55.2K - $60.8K
40.2K $2.65M
Oct 17, 2023 Q3 2023
Atwater Malick LLC

BUY
 -
678
+ 3.75%
$38.5K - $42.4K
18.8K $1.24M
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
657
+ 49.51%
$37.3K - $41.1K
1.98K $131K

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