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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
580+ 36.78% |
$37.5K - $41.4K
|
2.16K
$144K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
10+ 0.12% |
$646 - $714
|
8.18K
$547K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.68K+ 2.62% |
$109K - $120K
|
65.8K
$4.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
3.05K+ 11.07% |
$197K - $218K
|
30.6K
$2.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
317+ 0.78% |
$20.5K - $22.6K
|
41.1K
$2.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
11K+ 24.6% |
$713K - $788K
|
55.9K
$3.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
272+ 8.82% |
$17.6K - $19.4K
|
3.36K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.87KNew |
$444K - $491K
|
6.87K
$459K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
180+ 3.41% |
$11.6K - $12.9K
|
5.46K
$364K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.17K+ 50.42% |
$270K - $298K
|
12.5K
$832K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
90+ 1.09% |
$5.82K - $6.43K
|
8.34K
$557K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
531+ 17.26% |
$34.3K - $37.9K
|
3.61K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
7.42K+ 26.52% |
$479K - $530K
|
35.4K
$2.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
3.46KNew |
$223K - $247K
|
3.46K
$231K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
6.58KNew |
$425K - $470K
|
6.58K
$439K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.71K+ 8.87% |
$304K - $336K
|
57.8K
$3.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.3KNew |
$213K - $236K
|
3.3K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
8.31KNew |
$537K - $593K
|
8.31K
$555K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.57K+ 10.88% |
$102K - $112K
|
16K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.76K+ 4.97% |
$114K - $126K
|
37.2K
$2.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
136+ 22.41% |
$8.79K - $9.71K
|
743
$49.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-482- 7.29% |
$31.1K - $34.4K
|
6.13K
$409K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
613+ 1.47% |
$39.6K - $43.8K
|
42.3K
$2.82M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
955+ 20.13% |
$61.7K - $68.2K
|
5.7K
$381K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
20.2KNew |
$1.31M - $1.44M
|
20.2K
$1.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.54K+ 34.39% |
$164K - $181K
|
9.92K
$663K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
55+ 1.5% |
$3.55K - $3.93K
|
3.73K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.62K+ 77.89% |
$622K - $687K
|
22K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-525- 2.51% |
$33.9K - $37.5K
|
20.4K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.38KNew |
$412K - $455K
|
6.38K
$426K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 5.21% |
$969 - $1.07K
|
303
$20.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
88+ 0.34% |
$5.69K - $6.29K
|
26.3K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.24KNew |
$145K - $160K
|
2.24K
$149K
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
174+ 3.89% |
$11.2K - $12.4K
|
4.65K
$311K
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
74+ 1.39% |
$4.78K - $5.29K
|
5.4K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.1K- 20.41% |
$135K - $150K
|
8.17K
$546K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
336+ 9.84% |
$21.7K - $24K
|
3.75K
$251K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
41+ 0.81% |
$2.65K - $2.93K
|
5.08K
$339K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.33K+ 7.97% |
$150K - $166K
|
31.5K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
78New |
$5.04K - $5.57K
|
78
$5.21K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
15.2K+ 103.68% |
$982K - $1.09M
|
29.9K
$1.99M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
8.62KNew |
$557K - $616K
|
8.62K
$576K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-701- 2.76% |
$45.3K - $50.1K
|
24.7K
$1.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 2.44% |
$129 - $143
|
84
$5.61K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
1.35K+ 15.02% |
$87.1K - $96.3K
|
10.3K
$689K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2.16K- 95.57% |
$140K - $154K
|
100
$6.68K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
77+ 17.99% |
$4.98K - $5.5K
|
505
$33.7K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
8.86KNew |
$573K - $633K
|
8.86K
$592K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
683+ 7.8% |
$44.1K - $48.8K
|
9.44K
$631K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2.83K+ 517.95% |
$183K - $202K
|
3.37K
$225K
|