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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-509- 10.87% |
$33K - $37.1K
|
4.17K
$279K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
162New |
$10.5K - $11.8K
|
162
$10.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-100- 6.5% |
$6.48K - $7.28K
|
1.44K
$96.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
562New |
$36.4K - $40.9K
|
562
$37.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
62.5KNew |
$4.05M - $4.55M
|
62.5K
$4.17M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40New |
$2.59K - $2.91K
|
40
$2.67K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
93KNew |
$6.03M - $6.77M
|
93K
$6.21M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3KNew |
$194K - $218K
|
3K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.47K+ 43.32% |
$420K - $471K
|
21.4K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
510New |
$33.1K - $37.1K
|
510
$34.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.9KNew |
$188K - $211K
|
2.9K
$194K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
11.8K+ 57.27% |
$762K - $856K
|
32.3K
$2.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
42New |
$2.72K - $3.06K
|
42
$2.81K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-300- 2.96% |
$19.4K - $21.8K
|
9.85K
$658K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
232New |
$15K - $16.9K
|
232
$15.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
675+ 13.45% |
$43.8K - $49.2K
|
5.69K
$380K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
26New |
$1.69K - $1.89K
|
26
$1.74K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.89KNew |
$187K - $210K
|
2.89K
$193K
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-286- 10.58% |
$18.5K - $20.8K
|
2.42K
$161K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-234- 4.24% |
$15.2K - $17K
|
5.29K
$353K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.65K- 8.77% |
$107K - $120K
|
17.1K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
156+ 23.18% |
$10.1K - $11.4K
|
829
$55.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-73- 11.21% |
$4.73K - $5.32K
|
578
$38.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.4KNew |
$221K - $248K
|
3.4K
$227K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-126K- 20.05% |
$8.19M - $9.2M
|
504K
$33.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
39+ 1.15% |
$2.53K - $2.84K
|
3.43K
$229K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.7KNew |
$1.72M - $1.87M
|
26.7K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
23+ 0.57% |
$1.48K - $1.61K
|
4.04K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.29K- 0.25% |
$147K - $160K
|
920K
$61.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-25- 0.21% |
$1.61K - $1.75K
|
12K
$800K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
840New |
$54.1K - $58.9K
|
840
$56.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 8.82% |
$193 - $210
|
37
$2.47K
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3.46KNew |
$223K - $243K
|
3.46K
$231K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12New |
$772 - $842
|
12
$801
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
71New |
$4.57K - $4.98K
|
71
$4.74K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-219- 3.91% |
$14.1K - $15.4K
|
5.38K
$359K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-36- 37.5% |
$2.32K - $2.53K
|
60
$4.01K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
66New |
$4.25K - $4.63K
|
66
$4.41K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4+ 1.82% |
$257 - $281
|
224
$15K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
268New |
$17.2K - $18.8K
|
268
$17.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
47.9KNew |
$3.08M - $3.36M
|
47.9K
$3.2M
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.34KNew |
$207K - $231K
|
3.34K
$223K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-605- 4.38% |
$37.6K - $41.8K
|
13.2K
$882K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-9.03K- 78.31% |
$561K - $624K
|
2.5K
$167K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
SELL
|
- |
-265- 1.44% |
$16.5K - $18.3K
|
18.2K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.34K+ 12.1% |
$208K - $231K
|
30.9K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.33K+ 102.25% |
$518K - $576K
|
16.5K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
825+ 14.34% |
$51.3K - $57K
|
6.58K
$439K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
30.4KNew |
$1.89M - $2.1M
|
30.4K
$2.03M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.36K- 98.56% |
$209K - $232K
|
49
$3.27K
|
|