Balanced Rock Investment Advisor Ishares Esg Advanced Msci Eafe Transaction History
Balanced Rock Investment Advisor
- $126 Billion
- Q4 2024
A detailed history of Balanced Rock Investment Advisor transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 72,135 shares of DMXF stock, worth $4.92 Million. This represents 3.69% of its overall portfolio holdings.
Number of Shares
72,135
Previous 99,718
27.66%
Holding current value
$4.92 Million
Previous $7.18 Billion
35.11%
% of portfolio
3.69%
Previous 5.63%
Shares
5 transactions
Others Institutions Holding DMXF
# of Institutions
230Shares Held
10.3MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc2.32MShares$158 Million0.05% of portfolio
-
Black Rock Inc. New York, NY920KShares$62.7 Million0.0% of portfolio
-
Ima Wealth, Inc. Wichita, KS780KShares$53.2 Million6.08% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA691KShares$47.1 Million0.16% of portfolio
-
Syntrinsic LLC Denver, CO504KShares$34.4 Million12.07% of portfolio