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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
74+ 1.39% |
$4.78K - $5.29K
|
5.4K
$374K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
55+ 1.5% |
$3.55K - $3.93K
|
3.73K
$258K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
51+ 6.98% |
$3.3K - $3.64K
|
782
$54.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
42+ 1.36% |
$2.71K - $3K
|
3.14K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
41New |
$2.65K - $2.93K
|
41
$2.83K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
41+ 0.81% |
$2.65K - $2.93K
|
5.08K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
35+ 3.14% |
$2.26K - $2.5K
|
1.15K
$79.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32+ 0.29% |
$2.07K - $2.29K
|
11K
$762K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
29+ 2.66% |
$1.87K - $2.07K
|
1.12K
$77.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19+ 9.5% |
$1.23K - $1.36K
|
219
$15.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15+ 5.21% |
$969 - $1.07K
|
303
$20.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
10+ 0.12% |
$646 - $714
|
8.18K
$566K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3+ 0.01% |
$194 - $214
|
42K
$2.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 2.44% |
$129 - $143
|
84
$5.81K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
93KNew |
$6.03M - $6.77M
|
93K
$6.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
62.5KNew |
$4.05M - $4.55M
|
62.5K
$4.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
11.8K+ 57.27% |
$762K - $856K
|
32.3K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.47K+ 43.32% |
$420K - $471K
|
21.4K
$1.48M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.4KNew |
$221K - $248K
|
3.4K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3KNew |
$194K - $218K
|
3K
$207K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.9KNew |
$188K - $211K
|
2.9K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.89KNew |
$187K - $210K
|
2.89K
$200K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
1.58K+ 7.71% |
$102K - $115K
|
22K
$1.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
675+ 13.45% |
$43.8K - $49.2K
|
5.69K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
562New |
$36.4K - $40.9K
|
562
$38.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
510New |
$33.1K - $37.1K
|
510
$35.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
232New |
$15K - $16.9K
|
232
$16K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
215+ 1.78% |
$13.9K - $15.7K
|
12.3K
$849K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
162New |
$10.5K - $11.8K
|
162
$11.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
156+ 23.18% |
$10.1K - $11.4K
|
829
$57.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
152+ 23.71% |
$9.85K - $11.1K
|
793
$54.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
42New |
$2.72K - $3.06K
|
42
$2.9K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
40New |
$2.59K - $2.91K
|
40
$2.77K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
39+ 1.15% |
$2.53K - $2.84K
|
3.43K
$237K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
26New |
$1.69K - $1.89K
|
26
$1.8K
|
|
| Q2 2024 | |||||||
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
47.9KNew |
$3.08M - $3.36M
|
47.9K
$3.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.7KNew |
$1.72M - $1.87M
|
26.7K
$1.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3.46KNew |
$223K - $243K
|
3.46K
$239K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
840New |
$54.1K - $58.9K
|
840
$58.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
268New |
$17.2K - $18.8K
|
268
$18.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
71New |
$4.57K - $4.98K
|
71
$4.91K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
66New |
$4.25K - $4.63K
|
66
$4.56K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
23+ 0.57% |
$1.48K - $1.61K
|
4.04K
$279K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12New |
$772 - $842
|
12
$830
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4+ 1.82% |
$257 - $281
|
224
$15.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 8.82% |
$193 - $210
|
37
$2.56K
|
|
| Q1 2024 | |||||||
|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
BUY
|
- |
34.9KNew |
$2.17M - $2.41M
|
34.9K
$2.41M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
30.4KNew |
$1.89M - $2.1M
|
30.4K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.33K+ 102.25% |
$518K - $576K
|
16.5K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.34K+ 12.1% |
$208K - $231K
|
30.9K
$2.14M
|
|