Purchases and Sales Made in Q4 2023 in Ishares Esg Advanced Msci Eafe (DMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
618K+ 5336.78% |
$33.6M - $39.7M
|
629K
$41.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
102KNew |
$5.53M - $6.53M
|
102K
$6.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
68.8KNew |
$3.75M - $4.42M
|
68.8K
$4.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
65.5KNew |
$3.56M - $4.21M
|
65.5K
$4.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
46.7KNew |
$2.54M - $3M
|
46.7K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
35.2K+ 236.37% |
$1.91M - $2.26M
|
50.1K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
25.1KNew |
$1.37M - $1.62M
|
25.1K
$1.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
22.3K+ 17.8% |
$1.21M - $1.43M
|
148K
$9.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
20.1K+ 58.05% |
$1.09M - $1.29M
|
54.6K
$3.6M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
19.4K+ 297.39% |
$1.05M - $1.25M
|
25.9K
$1.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
19.4K+ 297.39% |
$1.05M - $1.25M
|
25.9K
$1.71M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
18.2KNew |
$992K - $1.17M
|
18.2K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.7K+ 17.31% |
$964K - $1.14M
|
120K
$7.92M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
16.8KNew |
$912K - $1.08M
|
16.8K
$1.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
16.1K+ 11.27% |
$878K - $1.04M
|
159K
$10.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
12.7K+ 232.86% |
$694K - $819K
|
18.2K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12KNew |
$654K - $772K
|
12K
$792K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
11.9KNew |
$646K - $763K
|
11.9K
$783K
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
11.5KNew |
$625K - $738K
|
11.5K
$757K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.73K+ 183.67% |
$529K - $625K
|
15K
$990K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.3KNew |
$451K - $533K
|
8.3K
$547K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.64KNew |
$416K - $491K
|
7.64K
$503K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
7.29K+ 18.12% |
$396K - $468K
|
47.5K
$3.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.02K+ 1047.91% |
$382K - $451K
|
7.69K
$507K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.9K+ 0.44% |
$375K - $443K
|
1.56M
$103M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.73KNew |
$312K - $368K
|
5.73K
$378K
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
5.53KNew |
$301K - $355K
|
5.53K
$364K
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
5.47KNew |
$298K - $351K
|
5.47K
$360K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.39K+ 75.53% |
$293K - $346K
|
12.5K
$826K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.71K+ 3.51% |
$256K - $303K
|
139K
$9.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.56K+ 8.82% |
$248K - $293K
|
56.3K
$3.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.92K+ 0.8% |
$213K - $252K
|
495K
$32.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.91K+ 20.29% |
$213K - $251K
|
23.2K
$1.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.9K+ 38.42% |
$212K - $251K
|
14.1K
$926K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.56K+ 8.31% |
$194K - $229K
|
46.5K
$3.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.48KNew |
$189K - $223K
|
3.48K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.42KNew |
$186K - $220K
|
3.42K
$225K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
3.38KNew |
$184K - $217K
|
3.38K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.21KNew |
$175K - $206K
|
3.21K
$212K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.19K+ 35.38% |
$174K - $205K
|
12.2K
$805K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.18KNew |
$173K - $204K
|
3.18K
$209K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.7KNew |
$147K - $174K
|
2.7K
$178K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.46K+ 316.09% |
$134K - $158K
|
3.23K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.29K+ 2.42% |
$125K - $147K
|
97.1K
$6.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
2.27K+ 10.09% |
$123K - $146K
|
24.8K
$1.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.06K+ 13.87% |
$112K - $132K
|
16.9K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.04KNew |
$111K - $131K
|
2.04K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.95K+ 3.69% |
$106K - $125K
|
54.7K
$3.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.81K+ 9.44% |
$98.4K - $116K
|
21K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.61K+ 11.79% |
$87.7K - $104K
|
15.3K
$1.01M
|