Purchases and Sales Made in Q4 2021 in Ishares Esg Advanced Msci Eafe (DMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
285K+ 17.78% |
$19M - $20.3M
|
1.89M
$124M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
121K+ 180.58% |
$8.08M - $8.65M
|
189K
$12.4M
|
|
|
Jan 10, 2022
Q4 2021
|
Impac Tfolio, LLC
|
BUY
|
- |
45.1KNew |
$3M - $3.22M
|
45.1K
$2.97M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
43.7KNew |
$2.91M - $3.12M
|
43.7K
$2.88M
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
33.7K+ 290.9% |
$2.25M - $2.4M
|
45.3K
$2.99M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
23.5K+ 1266.65% |
$1.57M - $1.68M
|
25.4K
$1.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
23.5KNew |
$1.56M - $1.67M
|
23.5K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.1K+ 35.03% |
$1.54M - $1.65M
|
89.1K
$5.87M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
22.9KNew |
$1.52M - $1.63M
|
22.9K
$1.51M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
19.9KNew |
$1.32M - $1.41M
|
19.9K
$1.31M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
14.8K+ 16.62% |
$985K - $1.05M
|
104K
$6.84M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.7K+ 798.47% |
$976K - $1.04M
|
16.5K
$1.09M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
13.9K+ 19.8% |
$926K - $991K
|
84.1K
$5.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
13.1KNew |
$869K - $931K
|
13.1K
$861K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.35K+ 103.34% |
$556K - $595K
|
16.4K
$1.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
7.9KNew |
$526K - $563K
|
7.9K
$521K
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
7.41KNew |
$494K - $528K
|
7.41K
$489K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.65KNew |
$443K - $474K
|
6.65K
$438K
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
6.6KNew |
$440K - $471K
|
6.6K
$435K
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
5.85KNew |
$389K - $417K
|
5.85K
$386K
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
BUY
|
- |
5.77KNew |
$384K - $411K
|
5.77K
$380K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.54KNew |
$369K - $395K
|
5.54K
$365K
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
5.5K+ 136.82% |
$366K - $392K
|
9.53K
$628K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.61K+ 91.45% |
$307K - $329K
|
9.65K
$636K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
4.44K+ 82.37% |
$295K - $316K
|
9.83K
$648K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
4.39K+ 12.13% |
$292K - $313K
|
40.6K
$2.68M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
4.36KNew |
$290K - $311K
|
4.36K
$287K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
4.15K+ 55.34% |
$276K - $296K
|
11.7K
$768K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.02K+ 15.72% |
$268K - $286K
|
29.6K
$1.95M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.48K+ 32.48% |
$232K - $248K
|
14.2K
$935K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
3.25KNew |
$216K - $231K
|
3.25K
$214K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.25KNew |
$216K - $231K
|
3.25K
$214K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.18K+ 35.3% |
$212K - $227K
|
12.2K
$804K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.16K+ 47.19% |
$210K - $225K
|
9.86K
$650K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.02KNew |
$201K - $215K
|
3.02K
$199K
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3K+ 43.01% |
$200K - $214K
|
9.98K
$658K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.99KNew |
$199K - $213K
|
2.99K
$197K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
2.98KNew |
$198K - $212K
|
2.98K
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.94KNew |
$196K - $210K
|
2.94K
$194K
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.89K+ 14.35% |
$192K - $206K
|
23K
$1.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.78K+ 1058.56% |
$185K - $198K
|
3.05K
$201K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.76KNew |
$184K - $197K
|
2.76K
$182K
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.75KNew |
$183K - $196K
|
2.75K
$181K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.74K+ 42.73% |
$182K - $195K
|
9.15K
$603K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.63K+ 30.95% |
$175K - $188K
|
11.1K
$735K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.6K+ 33.83% |
$173K - $185K
|
10.3K
$677K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
2.01K+ 18.9% |
$133K - $143K
|
12.6K
$831K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.85K+ 15.34% |
$123K - $132K
|
13.9K
$919K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.75K+ 32.29% |
$116K - $124K
|
7.15K
$471K
|
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
BUY
|
- |
1.72KNew |
$115K - $123K
|
1.72K
$113K
|