DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF - Institutionellt ägande - Säljare

iShares Trust - iShares ESG Advanced MSCI EAFE ETF

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-08-06 13F Hoxton Planning & Management, LLC 2 986 −17,58 222 −8,64
2025-08-11 13F Wealthgarden F.s. Llc 4 703 −6,09 338 0,00
2025-08-14 13F Mml Investors Services, Llc 85 287 −2,09 6 20,00
2025-08-11 13F United Capital Financial Advisers, Llc 20 585 −6,64 1 532 3,23
2025-07-23 13F Venturi Wealth Management, LLC 3 112 −6,63 232 3,13
2025-08-13 13F Flow Traders U.s. Llc 108 353 −39,68 8 −33,33
2025-04-21 13F ORG Partners LLC 0 −100,00 0
2025-05-13 13F Heck Capital Advisors, LLC 0 −100,00 0 −100,00
2025-08-12 13F Putnam Fl Investment Management Co 0 −100,00 0
2025-07-30 13F Eqis Capital Management, Inc. 10 785 −7,31 803 2,43
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 300 907 −10,82 22 400 −1,42
2025-08-14 13F Jane Street Group, Llc 75 109 −34,53 5 591 −27,62
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-04-29 13F U.S. Capital Wealth Advisors, LLC 0 −100,00 0
2025-07-18 13F SigFig Wealth Management, LLC 231 283 −0,19 17 233 9,95
2025-08-11 13F Regal Investment Advisors LLC 7 832 −6,27 583 3,74
2025-08-15 13F Kestra Advisory Services, LLC 8 618 −6,17 642 3,72
2025-08-13 13F Transce3nd, LLC 194 −3,96 14 7,69
2025-08-11 13F Principal Securities, Inc. 1 224 −9,33 91 4,60
2025-07-16 13F Perigon Wealth Management, LLC 20 363 −1,19 1 516 9,23
2025-04-18 13F Tennessee Valley Asset Management Partners 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc 0 −100,00 0
2025-07-16 13F MBE Wealth Management, LLC 4 589 −8,31 342 1,19
2025-08-14 13F GWM Advisors LLC 30 156 −6,21 2 245 3,65
2025-08-14 13F Main Street Financial Solutions, LLC 6 358 −6,39 473 3,50
2025-08-11 13F Copperleaf Capital, LLC 3 934 −1,43 293 8,96
2025-08-06 13F Commonwealth Equity Services, Llc 30 511 −2,98 2 0,00
2025-04-21 13F PSI Advisors, LLC 0 −100,00 0 −100,00
2025-07-10 13F Stewardship Advisors, LLC 6 423 −1,79 478 8,64
2025-07-29 13F Stratos Wealth Partners, LTD. 9 797 −4,60 729 5,50
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 0 −100,00 0
2025-08-13 13F Elios Financial Group Inc. 11 537 −13,60 859 −4,56
2025-05-02 13F Capital A Wealth Management, LLC 259 −38,33 17 −37,04
2025-04-23 13F JB Capital LLC 0 −100,00 0
2025-08-08 13F Wealth Alliance 9 503 −0,82 707 9,61
2025-07-24 13F Financial Connections Group, Inc. 75 545 −0,95 6 0,00
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-08-01 13F Envestnet Asset Management Inc 1 459 122 −2,07 108 617 8,26
2025-07-25 13F We Are One Seven, LLC 11 658 −0,32 868 10,17
2025-08-14 13F Ariadne Wealth Management, LP 6 356 −5,16 477 −0,42
2025-07-24 13F Jfs Wealth Advisors, Llc 1 181 −6,42 88 3,57
2025-05-08 13F Endeavor Private Wealth, Inc. 0 −100,00 0
2025-08-04 13F Pensionmark Financial Group, Llc 7 560 −1,91 563 8,49
2025-04-30 13F Stratos Wealth Advisors, LLC 0 −100,00 0 −100,00
2025-07-28 13F Harbour Investments, Inc. 2 585 −4,26 192 6,08
2025-08-14 13F LifePlan Investment Advisors, Inc. 4 511 −12,97 336 −4,01
2025-08-14 13F Diversify Advisory Services, LLC 0 −100,00 0
2025-08-01 13F Rossby Financial, LCC 678 −24,16 50 −19,35
2025-08-12 13F BlackRock, Inc. 846 928 −6,83 63 045 2,99
2025-07-17 13F One Wealth Advisors, LLC 38 013 −2,53 2 830 7,73
2025-07-21 13F Sage Financial Management Group, Inc. 4 804 −1,40 0
2025-08-01 13F Equita Financial Network, Inc. 37 531 −9,22 2 794 0,32
2025-08-06 13F Golden State Wealth Management, LLC 6 762 −4,77 503 5,23
2025-07-25 13F Pathway Financial Advisors LLC 5 176 −3,90 385 6,35
2025-07-30 13F Strategic Blueprint, LLC 3 476 −12,22 259 −3,01
2025-05-21 13F/A Geneos Wealth Management Inc. 0 −100,00 0 −100,00
2025-07-15 13F Armis Advisers, LLC 3 886 −1,62 289 9,06
2025-07-23 13F Dohj, Llc 18 783 −38,23 1 278 −37,57
2025-07-31 13F Opes Wealth Management LLC 19 755 −7,01 1 471 2,80
2025-08-04 13F Atria Investments Llc 3 714 −8,27 277 1,47
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 11 182 −50,60 1 −100,00
2025-07-28 13F Revolve Wealth Partners, LLC 17 329 −0,69 1 290 9,80
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-07-15 13F Spectrum Planning & Advisory Services Inc. 0 −100,00 0
2025-08-11 13F HighTower Advisors, LLC 67 978 −2,66 5 060 7,61
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 9 155 −7,06 681 2,71
2025-08-14 13F Balanced Rock Investment Advisor 60 866 −6,73 4 531 3,10
2025-08-04 13F Creative Financial Designs Inc /adv 1 836 −12,94 137 −4,23
2025-08-14 13F Royal Bank Of Canada 43 620 −1,95 3 247 8,38
2025-07-17 13F Tempus Wealth Planning, LLC 2 965 −19,49 221 −11,29
2025-08-14 13F Modern Wealth Management, LLC 16 507 −15,98 1 229 −7,11
2025-04-18 13F Clarius Group, LLC 0 −100,00 0
2025-07-17 13F XY Planning Network, Inc. 20 837 −5,46 1 551 4,51
2025-08-06 13F AE Wealth Management LLC 1 261 −1,18 94 9,41
2025-07-24 13F IFP Advisors, Inc 20 −98,04 1 −98,53
2025-08-11 13F Birchbrook, Inc. 247 −4,26 18 5,88
2025-08-11 13F Eq Llc 3 867 −33,51 288 −26,60
2025-08-13 13F West Wealth Group, LLC 3 119 −0,10 227 8,61
2025-08-13 13F Jones Financial Companies Lllp 491 −55,24 37 −51,35
2025-08-08 13F Gts Securities Llc 0 −100,00 0
2025-08-01 13F Austin Private Wealth, LLC 11 528 −0,32 858 10,28
2025-08-08 13F Emerald Investment Partners, Llc 155 −0,64 12 10,00
2025-08-05 13F Bank of New York Mellon Corp 12 279 −2,20 914 8,17
2025-08-12 13F SRS Capital Advisors, Inc. 2 502 −50,00 186 −44,64
2025-07-14 13F Park Avenue Securities Llc 0 −100,00 0
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-05-08 13F IFG Advisory, LLC 0 −100,00 0
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 9 797 −8,03 729 3,55
2025-08-11 13F Cornerstone Planning Group LLC 0 −100,00 0
2025-08-12 13F Change Path, LLC 5 865 −2,61 437 7,65
2025-04-28 13F Fedenia Advisers LLC 0 −100,00 0
2025-08-07 13F Keystone Financial Services 5 573 −5,96 415 3,76
2025-07-09 13F Lifelong Wealth Advisors, Inc. 3 582 −0,25 267 10,37
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 7 205 −58,76 536 −54,42
2025-08-12 13F Steward Partners Investment Advisory, Llc 17 725 −7,14 1 319 2,65
2025-08-13 13F Maia Wealth LLC 5 925 −0,25 441 12,50
2025-08-08 13F IMA Wealth, Inc. 731 391 −2,85 54 397 7,38
2025-08-04 13F Savvy Advisors, Inc. 3 937 −8,76 293 1,03
2025-08-14 13F Bank Of America Corp /de/ 22 667 −5,23 1 687 4,78
2025-04-14 13F Strategic Wealth Designers 0 −100,00 0 −100,00
2025-05-14 13F Stifel Financial Corp 0 −100,00 0
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 516 −35,66 35 −33,33
2025-08-08 13F Pnc Financial Services Group, Inc. 402 −11,06 30 −3,33
2025-07-18 13F First Pacific Financial 25 343 −9,52 1 887 0,00
2025-08-11 13F Private Advisor Group, LLC 5 029 −6,40 374 3,60
2025-07-21 13F Ameriflex Group, Inc. 106 −31,61 8 −30,00
2025-08-14 13F Wells Fargo & Company/mn 16 395 −4,88 1 220 5,17
2025-05-02 13F Invera Wealth Advisors, LLC 69 029 −1,52 4 648 −1,32
2025-08-26 13F/A Thrivent Financial For Lutherans 25 110 −73,46 2 −83,33
2025-07-14 13F Buttonwood Financial Group, LLC 3 255 −0,97 240 14,29
2025-08-14 13F West Coast Financial LLC 0 −100,00 0
2025-07-29 13F Horst & Graben Wealth Management LLC 21 038 −4,09 1 566 6,03
2025-08-14 13F Snowden Capital Advisors LLC 7 747 −1,49 577 8,88
2025-08-11 13F Retirement Capital Strategies 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 202 874 −2,53 15 102 7,75
2025-04-15 13F My Legacy Advisors, LLC 0 −100,00 0
2025-07-11 13F Farther Finance Advisors, LLC 9 171 −1,96 683 8,77
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-07-15 13F Oregon Pacific Wealth Management, LLC 3 694 −0,57 275 9,60
2025-08-12 13F WealthTrak Capital Management LLC 244 −2,01 18 12,50
2025-08-14 13F Mariner, LLC 3 301 −3,17 246 6,99
2025-08-14 13F Fmr Llc 48 892 −4,98 3 640 5,05
2025-08-14 13F Gen-Wealth Partners Inc 2 406 −1,07 179 9,82
2025-07-28 13F RFG Advisory, LLC 9 075 −1,62 676 8,70
2025-08-06 13F One Wealth Capital Management, Llc 6 033 −1,98 449 8,45
2025-05-08 13F Wrapmanager Inc 0 −100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 2 757 −90,05 205 −89,01
2025-04-23 13F Johnson Bixby & Associates, LLC 0 −100,00 0
2025-07-14 13F UMA Financial Services, Inc. 2 613 −0,87 194 9,60
2025-08-15 13F Equitable Holdings, Inc. 16 261 −12,48 1 210 −3,28
2025-08-14 13F CoreCap Advisors, LLC 4 819 −3,64 359 6,55
2025-08-13 13F EverSource Wealth Advisors, LLC 4 000 −3,08 298 7,22
Other Listings
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