Ima Wealth, Inc. Ishares Esg Advanced Msci Eafe Transaction History

Ima Wealth, Inc.

$829 Million
Q4 2024

A detailed history of Ima Wealth, Inc. transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Ima Wealth, Inc. holds 779,899 shares of DMXF stock, worth $54.1 Million. This represents 6.08% of its overall portfolio holdings.

Number of Shares

779,899

Holding current value

$54.1 Million

% of portfolio

6.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$64.62 - $71.43 $50.4 Million - $55.7 Million	779,899 New	779,899 $50.4 Million

Others Institutions Holding DMXF

# of Institutions

227

Shares Held

10.3M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

2.32M
Shares

$161 Million
0.05% of portfolio
Black Rock Inc. New York, NY

920K
Shares

$63.8 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

691K
Shares

$47.9 Million
0.16% of portfolio
Syntrinsic LLC Denver, CO

504K
Shares

$35 Million
12.07% of portfolio
Lpl Financial LLC Fort Mill, SC

425K
Shares

$29.5 Million
0.01% of portfolio

View Full List

About ISHARES ESG ADVANCED MSCI EAFE

Ticker DMXF
Sector Technology

More about DMXF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Account