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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
205+ 3.19% |
$14.7K - $15.6K
|
6.63K
$506K
|
|
|
Nov 12, 2025
Q3 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
195+ 1.76% |
$14K - $14.8K
|
11.3K
$860K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
179+ 5.01% |
$12.8K - $13.6K
|
3.76K
$287K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
177+ 6.29% |
$12.7K - $13.5K
|
2.99K
$228K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
142+ 3.69% |
$10.2K - $10.8K
|
3.99K
$305K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
100+ 2.78% |
$7.16K - $7.61K
|
3.7K
$283K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
99+ 2.91% |
$7.09K - $7.53K
|
3.51K
$268K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
98+ 1.0% |
$7.02K - $7.46K
|
9.9K
$756K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
79+ 1.1% |
$5.66K - $6.01K
|
7.28K
$556K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
74+ 1.33% |
$5.3K - $5.63K
|
5.65K
$431K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
65+ 0.33% |
$4.65K - $4.95K
|
19.8K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
58+ 1.73% |
$4.15K - $4.41K
|
3.42K
$261K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
40+ 0.8% |
$2.86K - $3.04K
|
5.07K
$387K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
36New |
$2.58K - $2.74K
|
36
$2.75K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 68.97% |
$1.43K - $1.52K
|
49
$3.74K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
BUY
|
- |
18+ 0.05% |
$1.29K - $1.37K
|
39.6K
$3.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
16New |
$1.15K - $1.22K
|
16
$1.22K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
13+ 1.75% |
$931 - $989
|
756
$57.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
10+ 0.02% |
$716 - $761
|
42K
$3.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
7+ 0.0% |
$501 - $533
|
731K
$55.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7+ 0.18% |
$501 - $533
|
3.94K
$301K
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
1+ 0.03% |
$71.6 - $76.1
|
3.58K
$274K
|
|
| Q2 2025 | |||||||
|
Aug 15, 2025
Q2 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
10.3KNew |
$616K - $769K
|
10.3K
$784K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.62KNew |
$517K - $646K
|
8.62K
$659K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
8.31K+ 163.63% |
$499K - $623K
|
13.4K
$1.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
6.05KNew |
$363K - $454K
|
6.05K
$462K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.57K+ 8.39% |
$214K - $267K
|
46.1K
$3.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.09K+ 47.45% |
$185K - $232K
|
9.61K
$734K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.97KNew |
$178K - $223K
|
2.97K
$227K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.92KNew |
$175K - $219K
|
2.92K
$223K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.83KNew |
$170K - $212K
|
2.83K
$216K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.76KNew |
$166K - $207K
|
2.76K
$211K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
2.74KNew |
$165K - $206K
|
2.74K
$210K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
2.74KNew |
$164K - $205K
|
2.74K
$209K
|
|
|
Aug 13, 2025
Q2 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
2.73KNew |
$164K - $204K
|
2.73K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.16K+ 14.05% |
$129K - $162K
|
17.5K
$1.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.9K+ 18.9% |
$114K - $142K
|
11.9K
$912K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.08K+ 40.3% |
$64.9K - $81.1K
|
3.77K
$288K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.02KNew |
$61.4K - $76.7K
|
1.02K
$78.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
905New |
$54.3K - $67.8K
|
905
$69.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
708+ 21.22% |
$42.5K - $53K
|
4.05K
$309K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
691+ 7.85% |
$41.4K - $51.8K
|
9.5K
$725K
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
515New |
$30.9K - $38.6K
|
515
$39.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
485+ 1.57% |
$29.1K - $36.3K
|
31.3K
$2.39M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
380+ 2.12% |
$22.8K - $28.5K
|
18.3K
$1.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
255New |
$15.3K - $19.1K
|
255
$19.5K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
254New |
$15.2K - $19K
|
254
$19.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
195+ 2.93% |
$11.7K - $14.6K
|
6.84K
$523K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
165+ 35.11% |
$9.9K - $12.4K
|
635
$48.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
138New |
$8.28K - $10.3K
|
138
$10.5K
|
|