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Get Institutions for : 
Ishares Esg Advanced Msci Eafe Etf (DMXF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 173    7
Total shares held : 
 6,219,224  
% of shares held : 
 69.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   30  
Amount of shares held : 
 -69,759  
% of shares held change : 
   -0.78%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 94,415
 1.52%
 
Increased Positions :
76
 303,128
 4.87%
 
Unchanged Positions :
28
 417,638
 6.72%
 
Decreased Positions :
53
-392,727
-6.31%
 
Closed Positions :
9
-74,575
-1.2%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   RAYMOND JAMES & ASSOCIATES 3810 *Closed 2024-03-31 0 $0 -3,611
   BOURGEON CAPITAL MANAGEMENT LLC 130 *Closed 2024-03-31 0 $0 -480
   ADVISORY SERVICES NETWORK, LLC 2272 *Closed 2024-03-31 0 $0 -2,042
   3D/L Capital Management LLC 44 *Closed 2023-12-31 0 $0 -5,786
   CITADEL ADVISORS LLC 5808 *Closed 2023-12-31 0 $0 -54,508
   ORG Partners LLC 702 *Closed 2024-03-31 0 $0 -408
   COLDSTREAM CAPITAL MANAGEMENT INC 952 *Closed 2023-12-31 0 $0 -6,290
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 512 *Closed 2024-03-31 0 $0 -13,502
   Shotwell Rutter Baer Inc 24 *Closed 2024-03-31 0 $0 -16,764
   PRIVATE TRUST CO NA 2303 *Closed 2024-03-31 0 $0 -5,059
   McGlone Suttner Wealth Management Inc. 665 *Closed 2024-03-31 0 $0 -560
   ST GERMAIN D J CO INC 808 *Closed 2024-03-31 0 $0 -28
   Raleigh Capital Management Inc. 1034 *Closed 2023-12-31 0 $0 -19
   5th Street Advisors LLC 32 *Closed 2024-03-31 0 $0 -5,025
   BESSEMER GROUP INC 2248 *Closed 2023-12-31 0 $0 -140
   RICHARD BERNSTEIN ADVISORS LLC 238 *Closed 2024-03-31 0 $0 -5,633
  16 Records found
  1    
  Page 1 of 1
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