Purchases and Sales Made in Q3 2023 in Ishares Msci Kld 400 Social Et (DSI)

DSI Quotes by TradingView

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
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
267
+ 5.25%
$21.6K - $23.3K
5.35K $591K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
250
+ 5.96%
$20.2K - $21.8K
4.45K $491K
Oct 24, 2023 Q3 2023
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
230
+ 6.73%
$18.6K - $20.1K
3.65K $402K
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
BUY
 -
226
+ 3.04%
$18.3K - $19.7K
7.66K $846K
Nov 13, 2023 Q3 2023
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
225
+ 5.43%
$18.2K - $19.6K
4.37K $483K
Oct 10, 2023 Q3 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
220
New
$17.8K - $19.2K
220 $24.3K
Oct 25, 2023 Q3 2023
Farmers & Merchants Investments Inc

BUY
 -
212
New
$17.1K - $18.5K
212 $23.4K
Oct 31, 2023 Q3 2023
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
203
+ 1.04%
$16.4K - $17.7K
19.7K $2.18M
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
200
New
$16.2K - $17.5K
200 $22.1K
Nov 13, 2023 Q3 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
195
+ 24.22%
$15.8K - $17K
1K $110K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
157
+ 0.9%
$12.7K - $13.7K
17.6K $1.95M
Nov 14, 2023 Q3 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
153
+ 4.68%
$12.4K - $13.3K
3.42K $378K
Oct 13, 2023 Q3 2023
Bond & Devick Financial Network, Inc.

BUY
 -
143
+ 1.25%
$11.6K - $12.5K
11.6K $1.28M
Oct 23, 2023 Q3 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
134
+ 3.11%
$10.8K - $11.7K
4.44K $490K
Oct 11, 2023 Q3 2023
Polaris Wealth Advisory Group, LLC

BUY
 -
116
+ 1.66%
$9.37K - $10.1K
7.11K $785K
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
96
+ 33.8%
$7.75K - $8.38K
380 $42K
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
95
+ 2.46%
$7.67K - $8.29K
3.96K $437K
Nov 01, 2023 Q3 2023
Bourgeon Capital Management LLC

BUY
 -
95
+ 20.21%
$7.67K - $8.29K
565 $62.4K
Oct 18, 2023 Q3 2023
White Lighthouse Investment Management Inc.

BUY
 -
90
+ 0.51%
$7.27K - $7.85K
17.7K $1.95M
Nov 08, 2023 Q3 2023
Rede Wealth, LLC

BUY
 -
89
+ 1.12%
$7.19K - $7.77K
8.05K $889K
Oct 25, 2023 Q3 2023
Pennsylvania Capital Management Inc

BUY
 -
89
+ 0.2%
$7.19K - $7.77K
44.2K $4.88M
Oct 31, 2023 Q3 2023
Bigelow Investment Advisors, LLC

BUY
 -
79
+ 0.86%
$6.38K - $6.89K
9.23K $1.02M
Oct 11, 2023 Q3 2023
Mount Yale Investment Advisors, LLC

BUY
 -
78
+ 0.96%
$6.3K - $6.81K
8.21K $907K
Oct 31, 2023 Q3 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
77
+ 2.3%
$6.22K - $6.72K
3.42K $378K
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

BUY
 -
71
+ 2.48%
$5.73K - $6.19K
2.93K $324K
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
71
+ 0.3%
$5.73K - $6.19K
23.8K $2.63M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
65
+ 0.27%
$5.25K - $5.67K
23.8K $2.63M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
65
+ 0.85%
$5.25K - $5.67K
7.72K $853K
Nov 13, 2023 Q3 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
61
+ 1.25%
$4.93K - $5.32K
4.95K $547K
Nov 13, 2023 Q3 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
59
+ 1.24%
$4.77K - $5.15K
4.82K $532K
Nov 08, 2023 Q3 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
44
+ 1.76%
$3.55K - $3.84K
2.54K $281K
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

BUY
 -
42
+ 3.03%
$3.39K - $3.66K
1.43K $157K
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

BUY
 -
40
+ 15.87%
$3.23K - $3.49K
292 $32.2K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
39
New
$3.15K - $3.4K
39 $4.31K
Nov 01, 2023 Q3 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
26
+ 0.76%
$2.1K - $2.27K
3.43K $379K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
24
New
$1.94K - $2.09K
24 $2.65K
Nov 13, 2023 Q3 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
20
+ 0.11%
$1.62K - $1.75K
17.6K $1.94M
Nov 13, 2023 Q3 2023
Rossmore Private Capital

Glastonbury, CT
BUY
 -
14
+ 0.45%
$1.13K - $1.22K
3.14K $347K
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
10
+ 0.06%
$808 - $873
17.1K $1.89M
Nov 02, 2023 Q3 2023
Diversified, LLC

BUY
 -
9
+ 0.22%
$727 - $785
4.04K $446K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
7
+ 0.03%
$565 - $611
22.6K $2.49M
Nov 08, 2023 Q3 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
6
+ 0.28%
$485 - $524
2.18K $240K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
2
+ 0.03%
$162 - $175
6.66K $735K
Nov 07, 2023 Q3 2023
Harfst & Associates, Inc.

BUY
 -
2
+ 0.02%
$162 - $175
8.29K $916K
Oct 12, 2023 Q3 2023
Oxler Private Wealth LLC

New York, NY
SELL
 -
-1
- 0.03%
$80.8 - $87.3
3.11K $343K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-1
- -0.0%
$80.8 - $87.3
28K $3.09M
Nov 03, 2023 Q3 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
SELL
 -
-1
- -0.0%
$80.8 - $87.3
30.9K $3.42M
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
SELL
 -
-3
- 0.07%
$242 - $262
4.35K $480K
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-6
- -0.0%
$485 - $524
153K $16.9M

Track Institutional and Insider Activities on DSI

Follow ISHARES MSCI KLD 400 SOCIAL ET and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DSI shares.

Notify only if

Insider Trading

Get notified when an Ishares Msci Kld 400 Social Et insider buys or sells DSI shares.

Notify only if

News

Receive news related to ISHARES MSCI KLD 400 SOCIAL ET

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on DSI