Purchases and Sales Made in Q3 2023 in Ishares Esg Advanced Msci Eafe (DMXF)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-60- 1.13% |
$3.4K - $3.75K
|
5.27K
$359K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-60- 14.71% |
$3.4K - $3.75K
|
348
$23.7K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-74- 1.94% |
$4.2K - $4.63K
|
3.75K
$255K
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-81- 0.91% |
$4.6K - $5.06K
|
8.85K
$602K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-93- 1.85% |
$5.28K - $5.81K
|
4.93K
$335K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-144- 0.54% |
$8.17K - $9K
|
26.7K
$1.82M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-197- 0.33% |
$11.2K - $12.3K
|
59.9K
$4.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-220- 3.92% |
$12.5K - $13.8K
|
5.39K
$367K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-263- 14.03% |
$14.9K - $16.4K
|
1.61K
$110K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-285- 1.46% |
$16.2K - $17.8K
|
19.3K
$1.31M
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-293- 4.82% |
$16.6K - $18.3K
|
5.79K
$394K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-358- 6.71% |
$20.3K - $22.4K
|
4.98K
$339K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-377- 42.79% |
$21.4K - $23.6K
|
504
$34.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-505- 6.5% |
$28.7K - $31.6K
|
7.26K
$494K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-518- 0.41% |
$29.4K - $32.4K
|
126K
$8.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-564- 4.97% |
$32K - $35.3K
|
10.8K
$734K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-581- 1.97% |
$33K - $36.3K
|
28.9K
$1.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-621- 3.14% |
$35.2K - $38.8K
|
19.2K
$1.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-650- 31.34% |
$36.9K - $40.6K
|
1.42K
$96.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-767- 1.76% |
$43.5K - $48K
|
42.9K
$2.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-854- 4.9% |
$48.5K - $53.4K
|
16.6K
$1.13M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-950- 8.64% |
$53.9K - $59.4K
|
10K
$684K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.09K- 13.27% |
$62K - $68.3K
|
7.14K
$486K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.1K- 16.86% |
$62.1K - $68.5K
|
5.4K
$368K
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.21K- 17.23% |
$68.4K - $75.3K
|
5.79K
$394K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.33K- 8.06% |
$75.4K - $83.1K
|
15.2K
$1.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.53K- 18.68% |
$86.9K - $95.8K
|
6.67K
$454K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.59K- 8.44% |
$90.1K - $99.3K
|
17.2K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.76K- 2.83% |
$157K - $173K
|
94.8K
$6.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.91K- 5.15% |
$165K - $182K
|
53.5K
$3.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.91K- 1.61% |
$165K - $182K
|
177K
$12.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.37K- 4.54% |
$361K - $398K
|
134K
$9.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
SELL
|
- |
-8.24K- 47.92% |
$467K - $515K
|
8.95K
$609K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-11.1K- 94.29% |
$627K - $691K
|
670
$45.6K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-13.1K- 66.68% |
$740K - $816K
|
6.52K
$444K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-518K- 25.03% |
$29.4M - $32.4M
|
1.55M
$106M
|