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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.38K- 41.19% |
$130K - $153K
|
3.4K
$224K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.55K- 39.74% |
$139K - $164K
|
3.87K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.58K- 4.82% |
$140K - $166K
|
51K
$3.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.59K- 15.04% |
$141K - $166K
|
14.6K
$964K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.75K- 18.73% |
$149K - $177K
|
11.9K
$786K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.86K- 18.85% |
$156K - $184K
|
12.3K
$812K
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.13K- 20.68% |
$170K - $201K
|
12K
$792K
|
|
|
Jan 18, 2024
Q4 2023
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-4.2K- 10.66% |
$228K - $270K
|
35.2K
$2.32M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.92K- 14.9% |
$485K - $573K
|
50.9K
$3.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-10.9K- 18.92% |
$593K - $700K
|
46.7K
$3.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.2K- 7.44% |
$718K - $848K
|
164K
$10.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-20.2K- 69.7% |
$1.1M - $1.3M
|
8.8K
$580K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-30.1K- 23.84% |
$1.64M - $1.93M
|
96.2K
$6.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51.7K- 26.88% |
$2.81M - $3.32M
|
141K
$9.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-72.1K- 72.84% |
$3.92M - $4.63M
|
26.9K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-148K- 14.11% |
$8.04M - $9.5M
|
900K
$59.3M
|