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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 27.86% |
$82.4K - $91.1K
|
5.85K
$396K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.27K+ 189.72% |
$82.3K - $90.9K
|
1.94K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.19K+ 24.69% |
$77.2K - $85.3K
|
6.03K
$408K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1.11K+ 9.03% |
$71.5K - $79K
|
13.4K
$903K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
970+ 10.38% |
$62.7K - $69.3K
|
10.3K
$698K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
955+ 20.13% |
$61.7K - $68.2K
|
5.7K
$385K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
924+ 16.75% |
$59.7K - $66K
|
6.44K
$436K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
922+ 33.48% |
$59.6K - $65.9K
|
3.68K
$249K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
922+ 5.9% |
$59.6K - $65.9K
|
16.6K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
825+ 8.7% |
$53.3K - $58.9K
|
10.3K
$697K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
795+ 5.37% |
$51.4K - $56.8K
|
15.6K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
779+ 11.07% |
$50.3K - $55.6K
|
7.82K
$529K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
683+ 7.8% |
$44.1K - $48.8K
|
9.44K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
678+ 18.13% |
$43.8K - $48.4K
|
4.42K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
670+ 3.09% |
$43.3K - $47.9K
|
22.3K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
613+ 1.47% |
$39.6K - $43.8K
|
42.3K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
610+ 6.93% |
$39.4K - $43.6K
|
9.42K
$637K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
590+ 6.06% |
$38.1K - $42.1K
|
10.3K
$699K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
580+ 36.78% |
$37.5K - $41.4K
|
2.16K
$146K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
561+ 9.14% |
$36.3K - $40.1K
|
6.7K
$453K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
531+ 17.26% |
$34.3K - $37.9K
|
3.61K
$244K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
492+ 29.55% |
$31.8K - $35.1K
|
2.16K
$146K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
436+ 12.59% |
$28.2K - $31.1K
|
3.9K
$264K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
420New |
$27.1K - $30K
|
420
$28.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
420+ 16.71% |
$27.1K - $30K
|
2.93K
$198K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
414+ 1.36% |
$26.8K - $29.6K
|
30.8K
$2.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
391+ 10.47% |
$25.3K - $27.9K
|
4.13K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
383New |
$24.7K - $27.4K
|
383
$25.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
371+ 10.33% |
$24K - $26.5K
|
3.96K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
367New |
$23.7K - $26.2K
|
367
$24.8K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
336+ 9.84% |
$21.7K - $24K
|
3.75K
$254K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
335+ 1.54% |
$21.6K - $23.9K
|
22.1K
$1.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
317+ 0.78% |
$20.5K - $22.6K
|
41.1K
$2.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
310New |
$20K - $22.1K
|
310
$21K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
309+ 57.43% |
$20K - $22.1K
|
847
$57.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
308+ 6.29% |
$19.9K - $22K
|
5.2K
$352K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
272+ 8.82% |
$17.6K - $19.4K
|
3.36K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
262+ 15.45% |
$16.9K - $18.7K
|
1.96K
$132K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
256+ 3.39% |
$16.5K - $18.3K
|
7.82K
$529K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
210New |
$13.6K - $15K
|
210
$14.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
187+ 3.02% |
$12.1K - $13.4K
|
6.37K
$431K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
180+ 3.41% |
$11.6K - $12.9K
|
5.46K
$369K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
174+ 3.89% |
$11.2K - $12.4K
|
4.65K
$315K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
167+ 5.1% |
$10.8K - $11.9K
|
3.44K
$233K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
166New |
$10.7K - $11.9K
|
166
$11.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
153+ 2.92% |
$9.89K - $10.9K
|
5.39K
$364K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
136+ 22.41% |
$8.79K - $9.71K
|
743
$50.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
135+ 1.27% |
$8.72K - $9.64K
|
10.8K
$731K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
113+ 13.92% |
$7.3K - $8.07K
|
925
$62.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
110+ 8.59% |
$7.11K - $7.86K
|
1.39K
$94K
|