Purchases and Sales Made in Q2 2023 in Ishares Esg Advanced Msci Eafe (DMXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Eafe (DMXF) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES ESG ADVANCED MSCI EAFE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-333- 5.88% |
$19.7K - $20.6K
|
5.33K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-382- 5.25% |
$22.6K - $23.7K
|
6.89K
$464K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-384- 1.69% |
$22.7K - $23.8K
|
22.3K
$1.5M
|
|
|
Jul 06, 2023
Q2 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-421- 1.09% |
$24.9K - $26.1K
|
38.1K
$2.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-462- 19.78% |
$27.3K - $28.6K
|
1.87K
$126K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-514- 2.66% |
$30.4K - $31.8K
|
18.8K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-602- 3.34% |
$35.6K - $37.3K
|
17.4K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-787- 11.91% |
$46.6K - $48.7K
|
5.82K
$392K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-935- 11.79% |
$55.3K - $57.9K
|
6.99K
$471K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-972- 1.69% |
$57.5K - $60.2K
|
56.4K
$3.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.01K- 4.93% |
$60K - $62.8K
|
19.6K
$1.32M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.03K- 3.54% |
$60.8K - $63.6K
|
27.9K
$1.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-1.21K- 60.83% |
$71.8K - $75.1K
|
781
$52.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.23K- 93.98% |
$73K - $76.4K
|
79
$5.32K
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-1.27K- 4.53% |
$75.4K - $78.9K
|
26.8K
$1.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.6K- 13.37% |
$94.7K - $99.1K
|
10.4K
$698K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.64K- 9.93% |
$97.1K - $102K
|
14.9K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.29K- 20.27% |
$136K - $142K
|
9.01K
$607K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.74K- 6.9% |
$162K - $170K
|
37K
$2.49M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-3.42K- 6.48% |
$202K - $212K
|
49.3K
$3.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.02K- 2.6% |
$238K - $249K
|
151K
$10.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.69K- 0.23% |
$277K - $290K
|
2.07M
$139M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.5K- 26.83% |
$325K - $341K
|
15K
$1.01M
|