Latest Institutional Transactions on Ishares Esg Advanced Msci Eafe (DMXF)
This table provides information on the latest institutional transactions involving Ishares Esg Advanced Msci Eafe (DMXF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.56KNew |
$230K - $255K
|
3.56K
$246K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
414+ 1.36% |
$26.8K - $29.6K
|
30.8K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.9K- 37.53% |
$1.15M - $1.28M
|
29.7K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.27K+ 22.37% |
$211K - $234K
|
17.9K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
590+ 6.06% |
$38.1K - $42.1K
|
10.3K
$714K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
678+ 18.13% |
$43.8K - $48.4K
|
4.42K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-573- 0.94% |
$37K - $40.9K
|
60.5K
$4.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
15KNew |
$969K - $1.07M
|
15K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.32KNew |
$279K - $309K
|
4.32K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
670+ 3.09% |
$43.3K - $47.9K
|
22.3K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
55.9KNew |
$3.61M - $3.99M
|
55.9K
$3.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.82K+ 10.55% |
$247K - $273K
|
40K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
262+ 15.45% |
$16.9K - $18.7K
|
1.96K
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.54K+ 15.47% |
$99.5K - $110K
|
11.5K
$794K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
922+ 33.48% |
$59.6K - $65.9K
|
3.68K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.69K+ 9.81% |
$303K - $335K
|
52.5K
$3.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35+ 3.14% |
$2.26K - $2.5K
|
1.15K
$79.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.48K+ 5.45% |
$95.4K - $106K
|
28.6K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.8KNew |
$1.99M - $2.2M
|
30.8K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
187+ 3.02% |
$12.1K - $13.4K
|
6.37K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.19K+ 24.69% |
$77.2K - $85.3K
|
6.03K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
22.1KNew |
$1.43M - $1.58M
|
22.1K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.45K+ 65.17% |
$158K - $175K
|
6.21K
$429K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-149- 3.84% |
$9.63K - $10.6K
|
3.74K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
780KNew |
$50.4M - $55.7M
|
780K
$53.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
436+ 12.59% |
$28.2K - $31.1K
|
3.9K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.55K- 32.65% |
$294K - $325K
|
9.39K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.71KNew |
$304K - $337K
|
4.71K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.28K+ 27.86% |
$82.4K - $91.1K
|
5.85K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.92K+ 13.48% |
$254K - $280K
|
33K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.32K+ 20.63% |
$85K - $93.9K
|
7.69K
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.1K+ 59.7% |
$329K - $364K
|
13.6K
$942K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
1.11K+ 9.03% |
$71.5K - $79K
|
13.4K
$923K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
5.53K+ 10.29% |
$357K - $395K
|
59.3K
$4.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.58KNew |
$167K - $185K
|
2.58K
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.8K+ 1998.65% |
$954K - $1.06M
|
15.5K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
10.7KNew |
$693K - $766K
|
10.7K
$742K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
561+ 9.14% |
$36.3K - $40.1K
|
6.7K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.41K+ 13.29% |
$91K - $101K
|
12K
$831K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.9K+ 14.51% |
$1.16M - $1.28M
|
141K
$9.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
4.13KNew |
$267K - $295K
|
4.13K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
367New |
$23.7K - $26.2K
|
367
$25.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-27.6K- 27.66% |
$1.78M - $1.97M
|
72.1K
$4.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
167+ 5.1% |
$10.8K - $11.9K
|
3.44K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.36K+ 105.2% |
$217K - $240K
|
6.55K
$453K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.06K+ 5.05% |
$392K - $433K
|
126K
$8.72M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.76K+ 10.53% |
$243K - $268K
|
39.4K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
610+ 6.93% |
$39.4K - $43.6K
|
9.42K
$651K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.3K+ 1857.27% |
$536K - $593K
|
8.75K
$605K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.73K+ 36.36% |
$176K - $195K
|
10.2K
$708K
|