Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
793KNew |
$64.1M - $69.2M
|
793K
$99.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
656KNew |
$53M - $57.3M
|
656K
$82.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
127KNew |
$10.3M - $11.1M
|
127K
$16M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
97.4K+ 16.37% |
$7.87M - $8.5M
|
693K
$87.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
90.1K+ 906.22% |
$7.27M - $7.86M
|
100K
$12.6M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
83.6K+ 28.85% |
$6.75M - $7.29M
|
373K
$47M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
81.2K+ 1.84% |
$6.56M - $7.09M
|
4.49M
$566M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
68.6KNew |
$5.54M - $5.99M
|
68.6K
$8.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
44.4K+ 10.94% |
$3.58M - $3.87M
|
450K
$56.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
36.8K+ 15.52% |
$2.97M - $3.21M
|
274K
$34.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
32.2K+ 48.8% |
$2.6M - $2.81M
|
98.1K
$12.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
30.7KNew |
$2.48M - $2.68M
|
30.7K
$3.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.8K+ 2.78% |
$2.24M - $2.42M
|
1.03M
$129M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.6KNew |
$1.99M - $2.15M
|
24.6K
$3.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22.3K+ 1287.49% |
$1.8M - $1.95M
|
24.1K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
21.8KNew |
$1.76M - $1.9M
|
21.8K
$2.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
18.5K+ 186.18% |
$1.49M - $1.61M
|
28.4K
$3.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
15.7K+ 30.42% |
$1.26M - $1.37M
|
67.1K
$8.45M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
14.9KNew |
$1.21M - $1.3M
|
14.9K
$1.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
11.4K+ 47.31% |
$920K - $994K
|
35.5K
$4.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
10KNew |
$808K - $873K
|
10K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
9.8KNew |
$792K - $855K
|
9.8K
$1.23M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9K+ 21.8% |
$727K - $785K
|
50.3K
$6.33M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
8.56KNew |
$691K - $747K
|
8.56K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.56K+ 13.15% |
$691K - $747K
|
73.6K
$9.27M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
7.45KNew |
$602K - $650K
|
7.45K
$938K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.85K+ 72.94% |
$553K - $597K
|
16.2K
$2.04M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
6.77K+ 24.88% |
$547K - $591K
|
34K
$4.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.28K+ 7.74% |
$426K - $461K
|
73.5K
$9.26M
|
|
|
May 19, 2025
Q3 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
5.24K+ 152.76% |
$423K - $457K
|
8.66K
$1.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.87K+ 169.58% |
$394K - $425K
|
7.75K
$975K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.27K+ 14.41% |
$345K - $373K
|
33.9K
$4.27M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.87KNew |
$312K - $337K
|
3.87K
$487K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.75KNew |
$303K - $327K
|
3.75K
$472K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
3.61K+ 14.39% |
$291K - $315K
|
28.7K
$3.61M
|
|
|
Mar 21, 2025
Q3 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.6KNew |
$291K - $314K
|
3.6K
$454K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.52K+ 6.28% |
$285K - $307K
|
59.6K
$7.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.43KNew |
$277K - $299K
|
3.43K
$432K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.11K+ 8.9% |
$251K - $271K
|
38K
$4.78M
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.1KNew |
$251K - $271K
|
3.1K
$391K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.1KNew |
$250K - $271K
|
3.1K
$391K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.06K+ 0.87% |
$247K - $267K
|
357K
$45M
|
|
|
Oct 13, 2023
Q3 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
2.94KNew |
$237K - $256K
|
2.94K
$370K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
2.61KNew |
$211K - $228K
|
2.61K
$329K
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.54K+ 13.44% |
$205K - $222K
|
21.4K
$2.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.51K+ 9.45% |
$203K - $219K
|
29.1K
$3.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.5K+ 52.08% |
$202K - $218K
|
7.3K
$919K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.49KNew |
$201K - $217K
|
2.49K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.46KNew |
$199K - $215K
|
2.46K
$310K
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.4K+ 2.32% |
$194K - $209K
|
106K
$13.3M
|