Purchases and Sales Made in Q4 2022 in Ishares Esg Advanced Msci Eafe (DMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF) during Q4 2022. 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 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
165K+ 1098833.38% |
$7.57M - $9.27M
|
165K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
140KNew |
$6.42M - $7.86M
|
140K
$9.21M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
62.7KNew |
$2.88M - $3.52M
|
62.7K
$4.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
49.6K+ 490.12% |
$2.28M - $2.79M
|
59.7K
$3.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
40K+ 1.85% |
$1.84M - $2.25M
|
2.2M
$145M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
39KNew |
$1.79M - $2.19M
|
39K
$2.57M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
29.8KNew |
$1.37M - $1.67M
|
29.8K
$1.96M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
28.8KNew |
$1.32M - $1.62M
|
28.8K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
18.4KNew |
$846K - $1.04M
|
18.4K
$1.21M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
16.5K+ 31.46% |
$760K - $930K
|
69.1K
$4.56M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.5KNew |
$529K - $648K
|
11.5K
$759K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.1KNew |
$509K - $624K
|
11.1K
$731K
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
11.1K+ 9.9% |
$509K - $624K
|
123K
$8.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.3K+ 63.69% |
$471K - $577K
|
26.4K
$1.74M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
9.7K+ 117.34% |
$445K - $545K
|
18K
$1.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
9.18KNew |
$421K - $516K
|
9.18K
$605K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
8.7K+ 128.79% |
$400K - $489K
|
15.5K
$1.02M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
8.6K+ 13.96% |
$395K - $484K
|
70.2K
$4.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.49KNew |
$390K - $478K
|
8.49K
$560K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.38KNew |
$385K - $471K
|
8.38K
$552K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
8.06K+ 26.72% |
$370K - $453K
|
38.2K
$2.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.77K+ 45.63% |
$357K - $437K
|
24.8K
$1.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.59K+ 23.92% |
$349K - $427K
|
39.3K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.17KNew |
$329K - $403K
|
7.17K
$472K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
6.61KNew |
$304K - $372K
|
6.61K
$436K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
6.53K+ 73.05% |
$300K - $367K
|
15.5K
$1.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.78KNew |
$265K - $325K
|
5.78K
$381K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.68K+ 31.16% |
$215K - $263K
|
19.7K
$1.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.68KNew |
$215K - $263K
|
4.68K
$308K
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.56KNew |
$209K - $256K
|
4.56K
$300K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
4.28K+ 41.32% |
$196K - $241K
|
14.6K
$964K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.14KNew |
$190K - $233K
|
4.14K
$273K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.05KNew |
$186K - $227K
|
4.05K
$267K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
4.03KNew |
$185K - $227K
|
4.03K
$266K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.98K+ 10.09% |
$183K - $224K
|
43.5K
$2.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.85KNew |
$177K - $216K
|
3.85K
$254K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.85KNew |
$177K - $216K
|
3.85K
$253K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.8KNew |
$175K - $214K
|
3.8K
$251K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
3.73KNew |
$172K - $210K
|
3.73K
$246K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.68KNew |
$169K - $207K
|
3.68K
$243K
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.42K+ 8.43% |
$157K - $192K
|
44K
$2.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.34K+ 14.55% |
$153K - $188K
|
26.3K
$1.73M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.04K+ 41.56% |
$140K - $171K
|
10.4K
$682K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.8K+ 18.45% |
$129K - $157K
|
18K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
2.59KNew |
$119K - $146K
|
2.59K
$171K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.98K+ 6.37% |
$90.8K - $111K
|
33K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.96KNew |
$89.8K - $110K
|
1.96K
$129K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.89K+ 8.91% |
$86.9K - $106K
|
23.1K
$1.52M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
1.84K+ 41.73% |
$84.7K - $104K
|
6.26K
$413K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.79KNew |
$82.1K - $101K
|
1.79K
$118K
|