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 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.6K+ 22.02% |
$107K - $114K
|
8.88K
$585K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.53K+ 34.39% |
$102K - $109K
|
5.97K
$394K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.36K+ 6.31% |
$90.7K - $97.1K
|
23K
$1.51M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.24K+ 37.4% |
$82.8K - $88.7K
|
4.57K
$301K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.12K+ 35.82% |
$74.7K - $80K
|
4.25K
$280K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 2.91% |
$70.2K - $75.2K
|
37.3K
$2.46M
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
989+ 20.63% |
$65.8K - $70.5K
|
5.78K
$381K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
954+ 11.55% |
$63.5K - $68K
|
9.21K
$607K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
902+ 8.43% |
$60.1K - $64.3K
|
11.6K
$764K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
679New |
$45.2K - $48.4K
|
679
$44.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
575+ 5.86% |
$38.3K - $41K
|
10.4K
$684K
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
562+ 6.64% |
$37.4K - $40.1K
|
9.02K
$595K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
561+ 8.93% |
$37.4K - $40K
|
6.84K
$451K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
456+ 7.28% |
$30.4K - $32.5K
|
6.72K
$443K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
433New |
$28.8K - $30.9K
|
433
$28.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
395+ 111.58% |
$26.3K - $28.2K
|
749
$49.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
282+ 4.1% |
$18.8K - $20.1K
|
7.16K
$472K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
220New |
$14.6K - $15.7K
|
220
$14.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
194+ 1.01% |
$12.9K - $13.8K
|
19.4K
$1.28M
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
171New |
$11.4K - $12.2K
|
171
$11.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
158+ 0.93% |
$10.5K - $11.3K
|
17.1K
$1.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
148New |
$9.85K - $10.5K
|
148
$9.75K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
148New |
$9.85K - $10.5K
|
148
$9.75K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
125+ 3.13% |
$8.32K - $8.91K
|
4.12K
$272K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
91New |
$6.06K - $6.49K
|
91
$6K
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
84+ 1.84% |
$5.59K - $5.99K
|
4.66K
$307K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
48+ 68.57% |
$3.2K - $3.42K
|
118
$7.78K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
29+ 4.69% |
$1.93K - $2.07K
|
647
$42.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
23+ 109.52% |
$1.53K - $1.64K
|
44
$2.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18+ 0.19% |
$1.2K - $1.28K
|
9.43K
$622K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
10+ 0.75% |
$666 - $713
|
1.34K
$88.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
9+ 0.99% |
$599 - $641
|
916
$60.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4+ 50.0% |
$266 - $285
|
12
$791
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 1.08% |
$66.6 - $71.3
|
94
$6.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11- 0.38% |
$732 - $784
|
2.85K
$188K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-77Closed |
$5.13K - $5.49K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-106- 1.83% |
$7.06K - $7.55K
|
5.67K
$374K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-166- 47.7% |
$11.1K - $11.8K
|
182
$12K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-358- 11.91% |
$23.8K - $25.5K
|
2.65K
$174K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.66K- 64.58% |
$111K - $118K
|
911
$60K
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.45KClosed |
$230K - $246K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.88K- 40.81% |
$258K - $276K
|
5.62K
$370K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.25K- 13.72% |
$349K - $374K
|
33K
$2.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-7.5KClosed |
$499K - $535K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-21K- 36.29% |
$1.4M - $1.49M
|
36.8K
$2.43M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-51.7KClosed |
$3.44M - $3.69M
|
0
$0
|