Latest Institutional Purchases of Ishares Esg Advanced Msci Eafe (DMXF)
This list provides information on the latest institutional transactions involving Ishares Esg Advanced Msci Eafe (DMXF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
780KNew |
$50.4M - $55.7M
|
780K
$53.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
224K+ 10.69% |
$14.5M - $16M
|
2.32M
$160M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
207K+ 94.75% |
$13.4M - $14.8M
|
425K
$29.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
75.1K+ 34.3% |
$4.85M - $5.36M
|
294K
$20.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
68.1K+ 10.93% |
$4.4M - $4.86M
|
691K
$47.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
55.9KNew |
$3.61M - $3.99M
|
55.9K
$3.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
37.2K+ 20.22% |
$2.4M - $2.66M
|
221K
$15.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30.8K+ 35.35% |
$1.99M - $2.2M
|
118K
$8.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.8KNew |
$1.99M - $2.2M
|
30.8K
$2.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
29.5K+ 14.5% |
$1.91M - $2.11M
|
233K
$16.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
23.1K+ 12.37% |
$1.49M - $1.65M
|
210K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
22.1KNew |
$1.43M - $1.58M
|
22.1K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
20.2KNew |
$1.31M - $1.44M
|
20.2K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.9K+ 14.51% |
$1.16M - $1.28M
|
141K
$9.76M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
15.2K+ 103.68% |
$982K - $1.09M
|
29.9K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
15KNew |
$969K - $1.07M
|
15K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
14.8K+ 1998.65% |
$954K - $1.06M
|
15.5K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.8K+ 7.55% |
$891K - $985K
|
196K
$13.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
11.4K+ 26.63% |
$735K - $813K
|
54.1K
$3.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
11K+ 24.6% |
$713K - $788K
|
55.9K
$3.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
10.7KNew |
$693K - $766K
|
10.7K
$742K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 18.37% |
$663K - $733K
|
66.1K
$4.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.62K+ 77.89% |
$622K - $687K
|
22K
$1.52M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
8.86KNew |
$573K - $633K
|
8.86K
$613K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8.7KNew |
$562K - $622K
|
8.7K
$602K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
8.62KNew |
$557K - $616K
|
8.62K
$596K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
8.31KNew |
$537K - $593K
|
8.31K
$574K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.3K+ 1857.27% |
$536K - $593K
|
8.75K
$605K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
7.42K+ 26.52% |
$479K - $530K
|
35.4K
$2.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
6.96KNew |
$450K - $497K
|
6.96K
$481K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.87KNew |
$444K - $491K
|
6.87K
$475K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
6.58KNew |
$425K - $470K
|
6.58K
$455K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.38KNew |
$412K - $455K
|
6.38K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.06K+ 5.05% |
$392K - $433K
|
126K
$8.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
5.54KNew |
$358K - $396K
|
5.54K
$383K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
5.53K+ 10.29% |
$357K - $395K
|
59.3K
$4.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.34K+ 14.63% |
$345K - $381K
|
41.8K
$2.89M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
5.21K+ 20.48% |
$337K - $372K
|
30.6K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.1K+ 59.7% |
$329K - $364K
|
13.6K
$942K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.81K+ 76.12% |
$311K - $343K
|
11.1K
$769K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.71KNew |
$304K - $337K
|
4.71K
$326K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.71K+ 8.87% |
$304K - $336K
|
57.8K
$3.99M
|
|
|
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
|
Mai Capital Management
|
BUY
|
- |
4.32KNew |
$279K - $309K
|
4.32K
$299K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.21K+ 11.26% |
$272K - $301K
|
41.6K
$2.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.19K+ 17.22% |
$271K - $299K
|
28.5K
$1.97M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.17K+ 50.42% |
$270K - $298K
|
12.5K
$861K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
4.13KNew |
$267K - $295K
|
4.13K
$285K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.94K+ 7.91% |
$255K - $282K
|
53.8K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.92K+ 13.48% |
$254K - $280K
|
33K
$2.28M
|