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 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-234- 4.24% |
$15.2K - $17K
|
5.29K
$349K
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-248- 0.59% |
$16.1K - $18.1K
|
41.7K
$2.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-286- 10.58% |
$18.5K - $20.8K
|
2.42K
$159K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-300- 2.96% |
$19.4K - $21.8K
|
9.85K
$649K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-509- 10.87% |
$33K - $37.1K
|
4.17K
$275K
|
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-688- 13.32% |
$44.6K - $50.1K
|
4.48K
$295K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-846- 12.03% |
$54.8K - $61.6K
|
6.19K
$408K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-860- 8.11% |
$55.8K - $62.6K
|
9.74K
$642K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-866- 8.37% |
$56.1K - $63.1K
|
9.48K
$625K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-870- 7.81% |
$56.4K - $63.4K
|
10.3K
$676K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-900- 14.57% |
$58.3K - $65.5K
|
5.28K
$348K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-1.02K- 2.38% |
$66.3K - $74.4K
|
42K
$2.77M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.65K- 8.77% |
$107K - $120K
|
17.1K
$1.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.13K- 41.14% |
$138K - $155K
|
3.05K
$201K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.81K- 36.46% |
$182K - $205K
|
4.9K
$323K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-4.38K- 4.2% |
$284K - $319K
|
99.8K
$6.57M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.7K- 12.27% |
$370K - $415K
|
40.8K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.2K- 95.63% |
$1.05M - $1.18M
|
739
$48.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-42.8K- 44.36% |
$2.78M - $3.12M
|
53.7K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-56.6K- 54.2% |
$3.67M - $4.12M
|
47.8K
$3.15M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-126K- 20.05% |
$8.19M - $9.2M
|
504K
$33.2M
|