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 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
100+ 3.23% |
$6.46K - $7.14K
|
3.2K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
90+ 1.09% |
$5.82K - $6.43K
|
8.34K
$564K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
88+ 0.34% |
$5.69K - $6.29K
|
26.3K
$1.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
78New |
$5.04K - $5.57K
|
78
$5.28K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
77+ 17.99% |
$4.98K - $5.5K
|
505
$34.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
74+ 1.39% |
$4.78K - $5.29K
|
5.4K
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
55+ 1.5% |
$3.55K - $3.93K
|
3.73K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
51+ 6.98% |
$3.3K - $3.64K
|
782
$52.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
42+ 1.36% |
$2.71K - $3K
|
3.14K
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
41+ 0.81% |
$2.65K - $2.93K
|
5.08K
$344K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
41New |
$2.65K - $2.93K
|
41
$2.77K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35+ 3.14% |
$2.26K - $2.5K
|
1.15K
$77.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32+ 0.29% |
$2.07K - $2.29K
|
11K
$745K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
30+ 0.86% |
$1.94K - $2.14K
|
3.52K
$238K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
29+ 2.66% |
$1.87K - $2.07K
|
1.12K
$75.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 9.5% |
$1.23K - $1.36K
|
219
$14.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 5.21% |
$969 - $1.07K
|
303
$20.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
10+ 0.12% |
$646 - $714
|
8.18K
$554K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
9+ 1.13% |
$582 - $643
|
802
$54.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3+ 0.01% |
$194 - $214
|
42K
$2.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 2.44% |
$129 - $143
|
84
$5.68K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3- 0.06% |
$194 - $214
|
4.9K
$331K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-12- 0.51% |
$775 - $857
|
2.35K
$159K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-40- 0.77% |
$2.58K - $2.86K
|
5.19K
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-40- 0.23% |
$2.58K - $2.86K
|
17.2K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-74Closed |
$4.78K - $5.29K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-149- 3.84% |
$9.63K - $10.6K
|
3.74K
$253K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-482- 7.29% |
$31.1K - $34.4K
|
6.13K
$414K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-525- 2.51% |
$33.9K - $37.5K
|
20.4K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-570- 10.22% |
$36.8K - $40.7K
|
5.01K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-573- 0.94% |
$37K - $40.9K
|
60.5K
$4.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-701- 2.76% |
$45.3K - $50.1K
|
24.7K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-751- 17.42% |
$48.5K - $53.6K
|
3.56K
$241K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-904- 1.27% |
$58.4K - $64.6K
|
70.1K
$4.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-949- 6.41% |
$61.3K - $67.8K
|
13.8K
$936K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-1.09K- 8.85% |
$70.2K - $77.6K
|
11.2K
$757K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.14K- 18.03% |
$73.5K - $81.3K
|
5.17K
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.35K- 25.69% |
$87.2K - $96.4K
|
3.91K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.37K- 33.35% |
$88.8K - $98.1K
|
2.75K
$186K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.1K- 20.41% |
$135K - $150K
|
8.17K
$552K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.11K- 14.88% |
$136K - $150K
|
12K
$814K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.16K- 95.57% |
$140K - $154K
|
100
$6.76K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.23K- 6.68% |
$144K - $159K
|
31.1K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.97K- 39.71% |
$192K - $212K
|
4.52K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.55K- 32.65% |
$294K - $325K
|
9.39K
$635K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-7.2K- 36.0% |
$465K - $514K
|
12.8K
$866K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.9K- 37.53% |
$1.15M - $1.28M
|
29.7K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-27.6K- 27.66% |
$1.78M - $1.97M
|
72.1K
$4.88M
|