Purchases and Sales Made in Q4 2024 in Ishares Esg Advanced Msci Eafe (DMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.13KNew |
$267K - $295K
|
4.13K
$279K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.94K+ 7.91% |
$255K - $282K
|
53.8K
$3.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.92K+ 13.48% |
$254K - $280K
|
33K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.82K+ 10.55% |
$247K - $273K
|
40K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.76K+ 10.53% |
$243K - $268K
|
39.4K
$2.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.73K+ 14.49% |
$241K - $266K
|
29.4K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.7K+ 12.92% |
$239K - $264K
|
32.3K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.64KNew |
$235K - $260K
|
3.64K
$246K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.56KNew |
$230K - $255K
|
3.56K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
3.46KNew |
$223K - $247K
|
3.46K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.43K+ 11.96% |
$222K - $245K
|
32.1K
$2.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.36K+ 105.2% |
$217K - $240K
|
6.55K
$443K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.3KNew |
$213K - $236K
|
3.3K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.27K+ 22.37% |
$211K - $234K
|
17.9K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.05K+ 11.07% |
$197K - $218K
|
30.6K
$2.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
3.02KNew |
$195K - $216K
|
3.02K
$204K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.83K+ 517.95% |
$183K - $202K
|
3.37K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.73K+ 36.36% |
$176K - $195K
|
10.2K
$693K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.66K+ 33.23% |
$172K - $190K
|
10.7K
$722K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.58KNew |
$167K - $185K
|
2.58K
$175K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.54K+ 34.39% |
$164K - $181K
|
9.92K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.45K+ 65.17% |
$158K - $175K
|
6.21K
$420K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.37KNew |
$153K - $170K
|
2.37K
$161K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.33K+ 7.97% |
$150K - $166K
|
31.5K
$2.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.24KNew |
$145K - $160K
|
2.24K
$151K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.15K+ 616.91% |
$139K - $154K
|
2.5K
$169K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.07K+ 15.76% |
$134K - $148K
|
15.2K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.96K+ 7.62% |
$126K - $140K
|
27.6K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.87KNew |
$121K - $134K
|
1.87K
$126K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.84K+ 6.31% |
$119K - $132K
|
31K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.81K+ 1.82% |
$117K - $129K
|
102K
$6.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.76K+ 4.97% |
$114K - $126K
|
37.2K
$2.51M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.72K+ 50.87% |
$111K - $123K
|
5.11K
$346K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.71K+ 25.87% |
$110K - $122K
|
8.3K
$561K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.71K+ 18.23% |
$110K - $122K
|
11.1K
$748K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.68K+ 2.62% |
$109K - $120K
|
65.8K
$4.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.64K+ 11.29% |
$106K - $117K
|
16.2K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.57K+ 10.88% |
$102K - $112K
|
16K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.54K+ 15.47% |
$99.5K - $110K
|
11.5K
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.48K+ 5.45% |
$95.4K - $106K
|
28.6K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.43K+ 33.85% |
$92.7K - $102K
|
5.67K
$384K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.41K+ 18.49% |
$91.4K - $101K
|
9.06K
$613K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 20.44% |
$91.1K - $101K
|
8.31K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.41K+ 13.29% |
$91K - $101K
|
12K
$813K
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
1.4KNew |
$90.7K - $100K
|
1.4K
$94.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.39K+ 45.41% |
$89.5K - $98.9K
|
4.44K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.35K+ 7.46% |
$87.2K - $96.4K
|
19.5K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
1.35K+ 15.02% |
$87.1K - $96.3K
|
10.3K
$698K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.32K+ 20.63% |
$85K - $93.9K
|
7.69K
$520K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.3K+ 27.74% |
$84.3K - $93.1K
|
6K
$406K
|