Purchases and Sales Made in Q1 2024 in Ishares Msci Kld 400 Social Et (DSI)
This table provides information about the institutional ownership of Ishares Msci Kld 400 Social Et (DSI) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI KLD 400 SOCIAL ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
222+ 3.3% |
$19.8K - $22.4K
|
6.95K
$875K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
BUY
|
- |
210+ 7.93% |
$18.7K - $21.2K
|
2.86K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
202+ 16.76% |
$18K - $20.4K
|
1.41K
$177K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
196+ 9.28% |
$17.5K - $19.8K
|
2.31K
$291K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
195+ 5.57% |
$17.4K - $19.7K
|
3.69K
$465K
|
|
|
May 13, 2024
Q1 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
179+ 4.22% |
$16K - $18K
|
4.42K
$557K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
173+ 5.4% |
$15.4K - $17.4K
|
3.38K
$425K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
146+ 101.39% |
$13K - $14.7K
|
290
$36.5K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
134+ 0.67% |
$12K - $13.5K
|
20.1K
$2.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
132+ 0.79% |
$11.8K - $13.3K
|
16.8K
$2.12M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
131+ 4.62% |
$11.7K - $13.2K
|
2.97K
$374K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
131+ 3.46% |
$11.7K - $13.2K
|
3.92K
$493K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
129+ 0.4% |
$11.5K - $13K
|
32.3K
$4.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
104New |
$9.28K - $10.5K
|
104
$13.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
99+ 22.0% |
$8.84K - $9.98K
|
549
$69.1K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
88+ 3.11% |
$7.86K - $8.87K
|
2.91K
$367K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
81+ 3.49% |
$7.23K - $8.17K
|
2.41K
$303K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
62+ 0.26% |
$5.53K - $6.25K
|
23.9K
$3.01M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
60+ 1.91% |
$5.36K - $6.05K
|
3.21K
$404K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
59+ 1.38% |
$5.27K - $5.95K
|
4.33K
$545K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
55New |
$4.91K - $5.54K
|
55
$6.93K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
50New |
$4.46K - $5.04K
|
50
$6.3K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
48+ 1.47% |
$4.28K - $4.84K
|
3.3K
$416K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
39New |
$3.48K - $3.93K
|
39
$4.91K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
30+ 1.08% |
$2.68K - $3.02K
|
2.8K
$353K
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
29+ 0.15% |
$2.59K - $2.92K
|
20K
$2.52M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
28+ 3.78% |
$2.5K - $2.82K
|
768
$96.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
26+ 0.14% |
$2.32K - $2.62K
|
19.2K
$2.42M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
25+ 0.78% |
$2.23K - $2.52K
|
3.21K
$405K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
25+ 0.62% |
$2.23K - $2.52K
|
4.08K
$514K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
25+ 0.03% |
$2.23K - $2.52K
|
98K
$12.3M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
20+ 83.33% |
$1.79K - $2.02K
|
44
$5.54K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
14+ 0.24% |
$1.25K - $1.41K
|
5.78K
$728K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
14+ 0.25% |
$1.25K - $1.41K
|
5.68K
$715K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11+ 0.18% |
$982 - $1.11K
|
5.99K
$755K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
10+ 0.13% |
$893 - $1.01K
|
7.91K
$996K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9+ 0.2% |
$803 - $907
|
4.43K
$558K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
8+ 0.26% |
$714 - $806
|
3.08K
$388K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
8+ 0.26% |
$714 - $806
|
3.14K
$395K
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
7+ 0.15% |
$625 - $706
|
4.77K
$600K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.23% |
$268 - $302
|
1.31K
$165K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3+ 0.02% |
$268 - $302
|
13K
$1.63M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3+ 0.14% |
$268 - $302
|
2.09K
$263K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2+ 0.26% |
$179 - $202
|
776
$97.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$179 - $202
|
2.77K
$349K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.24% |
$179 - $202
|
826
$104K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.08% |
$89.3 - $101
|
1.23K
$155K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1+ 0.23% |
$89.3 - $101
|
440
$55.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$89.3 - $101
|
3.95K
$498K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.13% |
$89.3 - $101
|
790
$99.5K
|