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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
547+ 206.42% |
$35.5K - $39.8K
|
812
$53.5K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
546New |
$35.4K - $39.8K
|
546
$36K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
510New |
$33.1K - $37.1K
|
510
$33.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
468+ 3.26% |
$30.3K - $34.1K
|
14.8K
$976K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
447New |
$29K - $32.6K
|
447
$29.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
409+ 1.62% |
$26.5K - $29.8K
|
25.7K
$1.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
349New |
$22.6K - $25.4K
|
349
$23K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
300+ 13.55% |
$19.4K - $21.8K
|
2.51K
$166K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
288New |
$18.7K - $21K
|
288
$19K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
277+ 19.52% |
$18K - $20.2K
|
1.7K
$112K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
267+ 7.69% |
$17.3K - $19.4K
|
3.74K
$246K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
232New |
$15K - $16.9K
|
232
$15.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
227+ 16.81% |
$14.7K - $16.5K
|
1.58K
$104K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
225+ 3.3% |
$14.6K - $16.4K
|
7.04K
$464K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
223+ 2.78% |
$14.5K - $16.2K
|
8.25K
$544K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
215+ 1.78% |
$13.9K - $15.7K
|
12.3K
$809K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
214+ 1.56% |
$13.9K - $15.6K
|
13.9K
$918K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
184+ 33.64% |
$11.9K - $13.4K
|
731
$48.2K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
162New |
$10.5K - $11.8K
|
162
$10.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
156+ 23.18% |
$10.1K - $11.4K
|
829
$54.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
152+ 23.71% |
$9.85K - $11.1K
|
793
$52.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
149+ 2.92% |
$9.66K - $10.9K
|
5.26K
$346K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
148+ 2.86% |
$9.59K - $10.8K
|
5.33K
$351K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
112+ 0.38% |
$7.26K - $8.16K
|
29.2K
$1.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
103+ 20.44% |
$6.68K - $7.5K
|
607
$40K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
101+ 9.98% |
$6.55K - $7.35K
|
1.11K
$73.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
80+ 22.99% |
$5.19K - $5.83K
|
428
$28.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
80+ 0.31% |
$5.19K - $5.83K
|
26.2K
$1.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
75+ 1.45% |
$4.86K - $5.46K
|
5.23K
$345K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
53+ 1.44% |
$3.44K - $3.86K
|
3.73K
$246K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
49+ 32.45% |
$3.18K - $3.57K
|
200
$13.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
43+ 0.71% |
$2.79K - $3.13K
|
6.14K
$405K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
42New |
$2.72K - $3.06K
|
42
$2.77K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40New |
$2.59K - $2.91K
|
40
$2.64K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
39+ 1.15% |
$2.53K - $2.84K
|
3.43K
$226K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
37+ 2.27% |
$2.4K - $2.69K
|
1.67K
$110K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
26New |
$1.69K - $1.89K
|
26
$1.71K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.33% |
$648 - $728
|
3.08K
$203K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
8+ 0.14% |
$519 - $583
|
5.58K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4+ 0.12% |
$259 - $291
|
3.28K
$216K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6- 0.06% |
$389 - $437
|
9.36K
$617K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-29- 0.32% |
$1.88K - $2.11K
|
8.97K
$591K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-53- 0.64% |
$3.44K - $3.86K
|
8.28K
$546K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-60- 5.11% |
$3.89K - $4.37K
|
1.12K
$73.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-73- 11.21% |
$4.73K - $5.32K
|
578
$38.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-100- 6.5% |
$6.48K - $7.28K
|
1.44K
$94.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-108- 1.0% |
$7K - $7.86K
|
10.7K
$703K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-137- 0.92% |
$8.88K - $9.98K
|
14.8K
$975K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-168- 0.77% |
$10.9K - $12.2K
|
21.7K
$1.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-211- 28.17% |
$13.7K - $15.4K
|
538
$35.5K
|