Purchases and Sales Made in Q3 2024 in Ishares Esg Advanced Msci Eafe (DMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
423K+ 25.29% |
$27.4M - $30.8M
|
2.1M
$138M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
126K+ 25.28% |
$8.15M - $9.15M
|
623K
$41.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
93KNew |
$6.03M - $6.77M
|
93K
$6.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
62.5KNew |
$4.05M - $4.55M
|
62.5K
$4.12M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
42.5K+ 78.74% |
$2.76M - $3.1M
|
96.6K
$6.37M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
39.5K+ 26.83% |
$2.56M - $2.88M
|
187K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.6K+ 18.21% |
$2.18M - $2.45M
|
218K
$14.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
33.3KNew |
$2.16M - $2.43M
|
33.3K
$2.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
33K+ 21.83% |
$2.14M - $2.4M
|
184K
$12.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
30.4KNew |
$1.97M - $2.22M
|
30.4K
$2.01M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
29.1K+ 49.98% |
$1.88M - $2.12M
|
87.2K
$5.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
28.9K+ 15.21% |
$1.87M - $2.1M
|
219K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.1K+ 28.2% |
$1.76M - $1.98M
|
123K
$8.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20.1K+ 73.01% |
$1.3M - $1.46M
|
47.6K
$3.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.1K+ 10.92% |
$1.3M - $1.46M
|
204K
$13.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.2K+ 15.55% |
$1.05M - $1.18M
|
120K
$7.91M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
14.7KNew |
$950K - $1.07M
|
14.7K
$966K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
12.8K+ 42.57% |
$827K - $929K
|
42.7K
$2.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.3K+ 32.63% |
$795K - $893K
|
49.9K
$3.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
12.2KNew |
$794K - $892K
|
12.2K
$807K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
11.8K+ 57.27% |
$762K - $856K
|
32.3K
$2.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
9.4K+ 26.52% |
$609K - $685K
|
44.8K
$2.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
7.98K+ 40.75% |
$517K - $581K
|
27.5K
$1.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.7K+ 26.72% |
$499K - $560K
|
36.5K
$2.41M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.87K+ 23.86% |
$446K - $500K
|
35.7K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.47K+ 43.32% |
$420K - $471K
|
21.4K
$1.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.32KNew |
$409K - $460K
|
6.32K
$416K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.67K+ 11.97% |
$368K - $413K
|
53.1K
$3.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
5.52KNew |
$358K - $402K
|
5.52K
$364K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
5.51K+ 3.11% |
$357K - $401K
|
183K
$12M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.23KNew |
$339K - $381K
|
5.23K
$345K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.13K+ 16.53% |
$333K - $374K
|
36.2K
$2.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
5.04KNew |
$327K - $367K
|
5.04K
$332K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5K+ 33.33% |
$324K - $364K
|
20K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.92K+ 15.14% |
$319K - $358K
|
37.4K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.62K+ 21.87% |
$299K - $336K
|
25.7K
$1.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.59K+ 23.25% |
$297K - $334K
|
24.3K
$1.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.53K+ 18.43% |
$294K - $330K
|
29.1K
$1.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.24KNew |
$275K - $308K
|
4.24K
$279K
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.12K+ 13.15% |
$267K - $300K
|
35.4K
$2.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.03K+ 18.81% |
$261K - $293K
|
25.4K
$1.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.96K+ 16.5% |
$257K - $288K
|
28K
$1.84M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3.74K+ 21.72% |
$242K - $272K
|
21K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3.68KNew |
$238K - $268K
|
3.68K
$242K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3.59KNew |
$233K - $261K
|
3.59K
$237K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.54K+ 40.11% |
$229K - $257K
|
12.3K
$814K
|
|
|
Nov 04, 2024
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
3.49KNew |
$226K - $254K
|
3.49K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.46KNew |
$225K - $252K
|
3.46K
$228K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
3.42KNew |
$221K - $249K
|
3.42K
$225K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.4KNew |
$221K - $248K
|
3.4K
$224K
|