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
|
Financial Connections Group, Inc.
|
SELL
|
- |
-95- 0.18% |
$4.36K - $5.34K
|
54.2K
$3.57M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-251- 1.19% |
$11.5K - $14.1K
|
20.8K
$1.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-255- 57.56% |
$11.7K - $14.3K
|
188
$12.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-292- 11.19% |
$13.4K - $16.4K
|
2.32K
$153K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-309- 83.06% |
$14.2K - $17.4K
|
63
$4.15K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-338- 4.56% |
$15.5K - $19K
|
7.08K
$466K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-372- 22.89% |
$17.1K - $20.9K
|
1.25K
$82.6K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-429- 6.55% |
$19.7K - $24.1K
|
6.12K
$403K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-647- 0.64% |
$29.7K - $36.4K
|
101K
$6.66M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-891- 13.82% |
$40.9K - $50.1K
|
5.55K
$366K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-913- 9.65% |
$41.9K - $51.3K
|
8.55K
$564K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-957- 13.04% |
$44K - $53.8K
|
6.38K
$421K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.07K- 5.45% |
$49K - $60K
|
18.5K
$1.22M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 2.83% |
$54.9K - $67.2K
|
41.1K
$2.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.2K- 14.67% |
$55.1K - $67.5K
|
6.98K
$460K
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-1.29K- 12.07% |
$59.2K - $72.4K
|
9.39K
$619K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.34K- 18.95% |
$61.4K - $75.1K
|
5.71K
$377K
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
SELL
|
- |
-1.63K- 24.82% |
$74.9K - $91.7K
|
4.94K
$325K
|
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.91K- 14.0% |
$87.7K - $107K
|
11.7K
$773K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.05K- 72.34% |
$94.1K - $115K
|
783
$51.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-2.27K- 27.84% |
$104K - $128K
|
5.89K
$388K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.67K- 87.4% |
$123K - $150K
|
385
$25.4K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.31K- 9.11% |
$152K - $186K
|
33K
$2.18M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-3.38K- 26.96% |
$155K - $190K
|
9.17K
$604K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.84K- 31.3% |
$222K - $272K
|
10.6K
$700K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-6.94K- 20.74% |
$319K - $390K
|
26.5K
$1.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-7.55K- 38.69% |
$347K - $425K
|
12K
$789K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.24K- 5.17% |
$424K - $520K
|
169K
$11.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-60.7K- 5.9% |
$2.79M - $3.41M
|
968K
$63.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-98.9K- 77.94% |
$4.54M - $5.56M
|
28K
$1.85M
|