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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.73K+ 251.38% |
$79.3K - $97.1K
|
2.41K
$159K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.61K+ 7.52% |
$74.1K - $90.8K
|
23.1K
$1.52M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.58K+ 1.13% |
$72.7K - $89K
|
141K
$9.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1.51KNew |
$69.3K - $84.9K
|
1.51K
$99.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.49K+ 9.92% |
$68.3K - $83.6K
|
16.5K
$1.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.41K+ 26.43% |
$64.9K - $79.5K
|
6.76K
$445K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.38K+ 26.56% |
$63.5K - $77.7K
|
6.59K
$434K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.35KNew |
$62.2K - $76.1K
|
1.35K
$89.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.35K+ 17.85% |
$62K - $75.9K
|
8.91K
$587K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.31KNew |
$60.3K - $73.8K
|
1.31K
$86.5K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.17K+ 11.52% |
$53.8K - $65.9K
|
11.3K
$748K
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
1.07K+ 11.57% |
$49.1K - $60.2K
|
10.3K
$680K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
987+ 20.21% |
$45.3K - $55.5K
|
5.87K
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
938+ 4.52% |
$43.1K - $52.8K
|
21.7K
$1.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
714+ 5.74% |
$32.8K - $40.2K
|
13.1K
$866K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
643New |
$29.5K - $36.2K
|
643
$42.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
608+ 13.35% |
$27.9K - $34.2K
|
5.16K
$340K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
483+ 3.31% |
$22.2K - $27.2K
|
15.1K
$993K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
361New |
$16.6K - $20.3K
|
361
$23.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
350+ 2.21% |
$16.1K - $19.7K
|
16.2K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
338+ 20.41% |
$15.5K - $19K
|
1.99K
$131K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
337+ 4.64% |
$15.5K - $19K
|
7.6K
$501K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
324+ 2.2% |
$14.9K - $18.2K
|
15K
$990K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
307+ 42.94% |
$14.1K - $17.3K
|
1.02K
$67.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
257+ 3.16% |
$11.8K - $14.5K
|
8.39K
$553K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
255+ 3.55% |
$11.7K - $14.3K
|
7.45K
$491K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
255+ 4.28% |
$11.7K - $14.3K
|
6.21K
$409K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
197New |
$9.05K - $11.1K
|
197
$13K
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
193+ 2.67% |
$8.86K - $10.9K
|
7.42K
$489K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
188+ 3.15% |
$8.63K - $10.6K
|
6.15K
$405K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
175+ 1.63% |
$8.04K - $9.84K
|
10.9K
$719K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
168+ 3.76% |
$7.72K - $9.45K
|
4.64K
$306K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
155New |
$7.12K - $8.72K
|
155
$10.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
126+ 0.3% |
$5.79K - $7.09K
|
41.7K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
115New |
$5.28K - $6.47K
|
115
$7.58K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
74New |
$3.4K - $4.16K
|
74
$4.88K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
55+ 4.14% |
$2.53K - $3.09K
|
1.38K
$91.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38+ 4.32% |
$1.75K - $2.14K
|
918
$60.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
30+ 5.18% |
$1.38K - $1.69K
|
609
$40.1K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
24+ 13.19% |
$1.1K - $1.35K
|
206
$13.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
18+ 0.3% |
$827 - $1.01K
|
5.97K
$393K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
14+ 9.93% |
$643 - $787
|
155
$10.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
12New |
$551 - $675
|
12
$791
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10+ 10.1% |
$459 - $562
|
109
$7.18K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8+ 0.05% |
$367 - $450
|
17.3K
$1.14M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
5+ 0.54% |
$230 - $281
|
939
$61.9K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-18- 0.33% |
$827 - $1.01K
|
5.4K
$356K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-79- 2.86% |
$3.63K - $4.44K
|
2.69K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-82- 0.91% |
$3.77K - $4.61K
|
8.91K
$587K
|