Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-790- 6.03% |
$77.3K - $85.9K
|
12.3K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-794- 1.51% |
$77.7K - $86.4K
|
51.8K
$6.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-797- 6.03% |
$78K - $86.7K
|
12.4K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-807- 4.06% |
$78.9K - $87.8K
|
19.1K
$2.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-809- 9.85% |
$79.1K - $88K
|
7.41K
$933K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-845- 18.8% |
$82.6K - $91.9K
|
3.65K
$460K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-858- 2.17% |
$83.9K - $93.3K
|
38.8K
$4.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-867- 0.59% |
$84.8K - $94.3K
|
145K
$18.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-919- 9.62% |
$89.9K - $100K
|
8.63K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-949- 3.23% |
$92.8K - $103K
|
28.4K
$3.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-983- 3.21% |
$96.1K - $107K
|
29.7K
$3.73M
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-985- 22.79% |
$96.3K - $107K
|
3.34K
$420K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-993- 27.25% |
$97.1K - $108K
|
2.65K
$334K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-994- 12.72% |
$97.2K - $108K
|
6.82K
$859K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.03K- 1.22% |
$100K - $112K
|
83.2K
$10.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.03K- 23.71% |
$100K - $112K
|
3.3K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.04K- 16.2% |
$102K - $113K
|
5.37K
$677K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.04K- 0.56% |
$102K - $113K
|
185K
$23.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.04K- 7.8% |
$102K - $113K
|
12.3K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-1.06K- 12.79% |
$104K - $115K
|
7.23K
$911K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.09K- 4.54% |
$107K - $119K
|
22.9K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.13K- 3.61% |
$111K - $123K
|
30.2K
$3.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.13K- 2.88% |
$111K - $123K
|
38.2K
$4.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.16K- 17.71% |
$113K - $126K
|
5.38K
$677K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.23K- 20.33% |
$120K - $133K
|
4.81K
$605K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.23K- 12.34% |
$121K - $134K
|
8.75K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.28K- 4.01% |
$125K - $139K
|
30.7K
$3.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.3K- 7.08% |
$127K - $142K
|
17.1K
$2.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1.42K- 15.51% |
$139K - $154K
|
7.72K
$972K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.44K- 71.51% |
$140K - $156K
|
572
$72K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.45K- 12.65% |
$142K - $158K
|
10K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.55K- 2.98% |
$152K - $169K
|
50.5K
$6.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.6K- 2.91% |
$156K - $174K
|
53.2K
$6.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.7K- 5.94% |
$166K - $185K
|
26.9K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 2.06% |
$167K - $185K
|
80.8K
$10.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.71K- 9.77% |
$167K - $186K
|
15.8K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.8K- 24.32% |
$176K - $196K
|
5.6K
$705K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.88K- 2.71% |
$183K - $204K
|
67.3K
$8.47M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.96K- 10.3% |
$192K - $213K
|
17.1K
$2.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-2.16K- 7.92% |
$212K - $235K
|
25.2K
$3.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
SELL
|
- |
-2.24K- 41.17% |
$219K - $243K
|
3.19K
$402K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.27K- 30.5% |
$222K - $247K
|
5.17K
$651K
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-2.39K- 39.49% |
$234K - $260K
|
3.66K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.44K- 1.63% |
$239K - $266K
|
148K
$18.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.56K- 7.33% |
$250K - $278K
|
32.3K
$4.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.66K- 1.0% |
$260K - $289K
|
264K
$33.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.78K- 87.83% |
$272K - $302K
|
385
$48.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.84K- 7.9% |
$278K - $309K
|
33.1K
$4.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.1K- 15.45% |
$304K - $338K
|
17K
$2.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.16K- 4.09% |
$309K - $343K
|
73.9K
$9.31M
|