Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
274K+ 12.64% |
$21.3M - $25M
|
2.44M
$278M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
249K+ 1167.28% |
$19.4M - $22.8M
|
271K
$30.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
179K+ 11.94% |
$13.9M - $16.3M
|
1.67M
$191M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
175K+ 10.34% |
$13.6M - $16M
|
1.87M
$213M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
151K+ 80.44% |
$11.7M - $13.8M
|
338K
$38.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
105K+ 156.02% |
$8.14M - $9.56M
|
172K
$19.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
103K+ 1218.49% |
$8M - $9.39M
|
111K
$12.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
96.1K+ 14.65% |
$7.47M - $8.77M
|
753K
$85.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
93.2K+ 119.46% |
$7.25M - $8.5M
|
171K
$19.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
76.8K+ 11.08% |
$5.97M - $7M
|
769K
$87.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37K+ 564.61% |
$2.88M - $3.38M
|
43.6K
$4.97M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36K+ 71.65% |
$2.8M - $3.28M
|
86.3K
$9.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
34.5K+ 904.35% |
$2.68M - $3.15M
|
38.3K
$4.37M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
33.5K+ 290.84% |
$2.61M - $3.06M
|
45K
$5.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30.8K+ 497.8% |
$2.4M - $2.81M
|
37K
$4.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
30.6K+ 140.46% |
$2.38M - $2.8M
|
52.5K
$5.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30.6K+ 30.65% |
$2.38M - $2.8M
|
131K
$14.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
29.3K+ 17.01% |
$2.27M - $2.67M
|
201K
$22.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
28.4K+ 69.28% |
$2.21M - $2.59M
|
69.3K
$7.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.3KNew |
$2.2M - $2.58M
|
28.3K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.3K+ 2.27% |
$1.81M - $2.13M
|
1.05M
$120M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
19.2KNew |
$1.49M - $1.75M
|
19.2K
$2.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18.1KNew |
$1.41M - $1.65M
|
18.1K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.1K+ 12.07% |
$1.33M - $1.56M
|
159K
$18.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16.8K+ 587.66% |
$1.31M - $1.53M
|
19.7K
$2.24M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
16.8K+ 52.4% |
$1.3M - $1.53M
|
48.8K
$5.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.4K+ 48.3% |
$1.27M - $1.49M
|
50.3K
$5.73M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
16.4K+ 45.3% |
$1.27M - $1.49M
|
52.5K
$5.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.9K+ 11.71% |
$1.24M - $1.45M
|
152K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
15.1KNew |
$1.17M - $1.38M
|
15.1K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
14K+ 250.84% |
$1.09M - $1.27M
|
19.5K
$2.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
13.1K+ 11.89% |
$1.02M - $1.19M
|
123K
$14M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.9KNew |
$1.01M - $1.18M
|
12.9K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
12.8KNew |
$994K - $1.17M
|
12.8K
$1.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
12.8K+ 23.99% |
$991K - $1.16M
|
65.9K
$7.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.6K+ 3.52% |
$978K - $1.15M
|
370K
$42.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
11.1K+ 5.36% |
$865K - $1.01M
|
219K
$24.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.8K+ 14.84% |
$837K - $983K
|
83.4K
$9.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.7K+ 0.24% |
$832K - $977K
|
4.5M
$513M
|
|
|
Jan 10, 2024
Q4 2023
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
10.6KNew |
$820K - $963K
|
10.6K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5K+ 17.72% |
$813K - $954K
|
69.5K
$7.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.2K+ 139.73% |
$793K - $931K
|
17.5K
$1.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.3K+ 25.97% |
$723K - $848K
|
45.1K
$5.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.46KNew |
$658K - $772K
|
8.46K
$964K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.29K+ 9.59% |
$645K - $756K
|
94.7K
$10.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
8.27KNew |
$643K - $755K
|
8.27K
$943K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
8.26K+ 374.02% |
$642K - $754K
|
10.5K
$1.19M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
8.2KNew |
$638K - $748K
|
8.2K
$935K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
7.9KNew |
$614K - $721K
|
7.9K
$900K
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
7.71KNew |
$600K - $704K
|
7.71K
$879K
|