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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-4.08K- 38.05% |
$261K - $287K
|
6.65K
$444K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.5K- 32.23% |
$862K - $947K
|
28.4K
$1.89M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
870+ 15.34% |
$55.6K - $61.1K
|
6.54K
$437K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
200+ 2.56% |
$12.8K - $14K
|
8.02K
$535K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.76K+ 9.99% |
$177K - $194K
|
30.4K
$2.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-151- 1.4% |
$9.65K - $10.6K
|
10.7K
$711K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-149- 1.33% |
$9.52K - $10.5K
|
11K
$737K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
160+ 8.23% |
$10.2K - $11.2K
|
2.1K
$141K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
150+ 13.45% |
$9.59K - $10.5K
|
1.27K
$84.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.54K+ 19.69% |
$98.4K - $108K
|
9.35K
$625K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-14.2K- 34.16% |
$909K - $998K
|
27.4K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-71.3K- 33.99% |
$4.56M - $5.01M
|
139K
$9.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-845- 21.64% |
$54K - $59.3K
|
3.06K
$204K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.28K+ 7.91% |
$81.7K - $89.8K
|
17.4K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.92K- 36.82% |
$122K - $134K
|
3.29K
$220K
|
|
|
Apr 11, 2025
Q1 2025
|
Atwater Malick LLC
|
BUY
|
- |
7.5K+ 34.04% |
$479K - $527K
|
29.5K
$1.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
44+ 0.41% |
$2.81K - $3.09K
|
10.7K
$716K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.9K- 17.08% |
$121K - $133K
|
9.22K
$616K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.52KNew |
$417K - $457K
|
6.52K
$435K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.6K- 0.68% |
$102K - $112K
|
232K
$15.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
178+ 1.04% |
$11.4K - $12.5K
|
17.4K
$1.16M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-30- 73.17% |
$1.92K - $2.11K
|
11
$735
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-67- 30.59% |
$4.28K - $4.7K
|
152
$10.2K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
9+ 1.13% |
$582 - $643
|
802
$53.6K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.13KNew |
$267K - $295K
|
4.13K
$276K
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
22.9KNew |
$1.48M - $1.64M
|
22.9K
$1.53M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
420New |
$27.1K - $30K
|
420
$28.1K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.21KNew |
$272K - $301K
|
4.21K
$281K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
210New |
$13.6K - $15K
|
210
$14K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.56KNew |
$230K - $255K
|
3.56K
$238K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
414+ 1.36% |
$26.8K - $29.6K
|
30.8K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.27K+ 22.37% |
$211K - $234K
|
17.9K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
590+ 6.06% |
$38.1K - $42.1K
|
10.3K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
678+ 18.13% |
$43.8K - $48.4K
|
4.42K
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-573- 0.94% |
$37K - $40.9K
|
60.5K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-17.9K- 37.53% |
$1.15M - $1.28M
|
29.7K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
15KNew |
$969K - $1.07M
|
15K
$1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.32KNew |
$279K - $309K
|
4.32K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
670+ 3.09% |
$43.3K - $47.9K
|
22.3K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
55.9KNew |
$3.61M - $3.99M
|
55.9K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.82K+ 10.55% |
$247K - $273K
|
40K
$2.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
262+ 15.45% |
$16.9K - $18.7K
|
1.96K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.54K+ 15.47% |
$99.5K - $110K
|
11.5K
$767K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
922+ 33.48% |
$59.6K - $65.9K
|
3.68K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
187+ 3.02% |
$12.1K - $13.4K
|
6.37K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.48K+ 5.45% |
$95.4K - $106K
|
28.6K
$1.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.8KNew |
$1.99M - $2.2M
|
30.8K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35+ 3.14% |
$2.26K - $2.5K
|
1.15K
$76.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.19K+ 24.69% |
$77.2K - $85.3K
|
6.03K
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
22.1KNew |
$1.43M - $1.58M
|
22.1K
$1.48M
|
|