Purchases and Sales Made in Q4 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 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
Jan 18, 2024 Q4 2023
West Wealth Group, LLC

BUY
 -
1.03K
+ 21.67%
$79.9K - $93.8K
5.77K $727K
Jan 29, 2024 Q4 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.02K
+ 7.26%
$79.3K - $93.1K
15.1K $1.9M
Feb 09, 2024 Q4 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
1K
+ 4.2%
$77.9K - $91.4K
24.8K $3.13M
Jan 21, 2025 Q4 2023
Life Plan Investment Advisors, Inc.

Raleigh, NC
BUY
 -
998
+ 26.54%
$77.6K - $91K
4.76K $599K
Jan 26, 2024 Q4 2023
Financial Counselors Inc

BUY
 -
997
+ 18.44%
$77.5K - $91K
6.4K $806K
Feb 12, 2024 Q4 2023
Bbr Partners, LLC

New York, NY
BUY
 -
933
+ 4.35%
$72.5K - $85.1K
22.4K $2.82M
Jan 24, 2024 Q4 2023
Stratos Wealth Advisors, LLC

BUY
 -
917
+ 12.91%
$71.3K - $83.7K
8.02K $1.01M
Feb 12, 2024 Q4 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
853
+ 0.58%
$66.3K - $77.8K
148K $18.6M
Jan 11, 2024 Q4 2023
Brookstone Capital Management

BUY
 -
813
+ 10.53%
$63.2K - $74.2K
8.53K $1.07M
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
802
+ 3.96%
$62.3K - $73.2K
21.1K $2.65M
Feb 14, 2024 Q4 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
763
+ 2.57%
$59.3K - $69.6K
30.4K $3.83M
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
740
New
$57.5K - $67.5K
740 $93.2K
Jan 17, 2024 Q4 2023
Columbia Trust CO 01012016

BUY
 -
727
+ 1.76%
$56.5K - $66.3K
42.1K $5.3M
Feb 02, 2024 Q4 2023
Bailard, Inc.

BUY
 -
711
+ 2.11%
$55.3K - $64.9K
34.4K $4.34M
Feb 14, 2024 Q4 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
660
+ 2.91%
$51.3K - $60.2K
23.3K $2.94M
Jan 16, 2024 Q4 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
650
+ 25.9%
$50.5K - $59.3K
3.16K $398K
Jan 25, 2024 Q4 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
644
+ 8.9%
$50.1K - $58.8K
7.88K $992K
Feb 07, 2024 Q4 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
643
+ 1.69%
$50K - $58.7K
38.6K $4.86M
Jan 23, 2024 Q4 2023
Walkner Condon Financial Advisors LLC

BUY
 -
639
+ 16.14%
$49.7K - $58.3K
4.6K $579K
Feb 09, 2024 Q4 2023
Wealthfront Advisers LLC

BUY
 -
621
+ 3.62%
$48.3K - $56.7K
17.8K $2.24M
Jan 23, 2024 Q4 2023
Wood Trust Financial Corp

BUY
 -
548
+ 9.35%
$42.6K - $50K
6.41K $807K
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
521
New
$40.5K - $47.5K
521 $65.6K
Jan 24, 2024 Q4 2023
Private Trust CO Na

BUY
 -
516
+ 72.17%
$40.1K - $47.1K
1.23K $155K
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

BUY
 -
491
+ 0.57%
$38.2K - $44.8K
86.3K $10.9M
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
476
+ 78.55%
$37K - $43.4K
1.08K $136K
Jan 24, 2024 Q4 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
444
+ 12.98%
$34.5K - $40.5K
3.87K $487K
Feb 05, 2024 Q4 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
439
New
$34.1K - $40K
439 $55.3K
Feb 14, 2024 Q4 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
429
+ 12.55%
$33.4K - $39.1K
3.85K $485K
Feb 06, 2024 Q4 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
407
+ 16.16%
$31.6K - $37.1K
2.93K $368K
Feb 13, 2024 Q4 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
359
+ 14.43%
$27.9K - $32.8K
2.85K $359K
Feb 09, 2024 Q4 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
351
+ 10.22%
$27.3K - $32K
3.78K $477K
Jan 19, 2024 Q4 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
345
+ 2.64%
$26.8K - $31.5K
13.4K $1.69M
Jan 19, 2024 Q4 2023
Fifth Third Bancorp

BUY
 -
334
+ 3.43%
$26K - $30.5K
10.1K $1.27M
Jan 30, 2024 Q4 2023
Grant

BUY
 -
330
+ 10.21%
$25.7K - $30.1K
3.56K $449K
Feb 01, 2024 Q4 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
318
New
$24.7K - $29K
318 $40K
Feb 13, 2024 Q4 2023
Cibc Private Wealth Group, LLC

BUY
 -
312
+ 2.87%
$24.3K - $28.5K
11.2K $1.41M
Jan 30, 2024 Q4 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
300
+ 11.72%
$23.3K - $27.4K
2.86K $360K
Jan 30, 2024 Q4 2023
4 Thought Financial Group Inc.

BUY
 -
293
+ 17.01%
$22.8K - $26.7K
2.02K $254K
Jan 10, 2024 Q4 2023
Cornerstone Wealth Management, LLC

BUY
 -
278
+ 1.12%
$21.6K - $25.4K
25K $3.15M
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
267
+ 15.08%
$20.8K - $24.4K
2.04K $257K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
266
New
$20.7K - $24.3K
266 $33.5K
Feb 08, 2024 Q4 2023
Pennsylvania Capital Management Inc

BUY
 -
254
+ 0.57%
$19.7K - $23.2K
44.5K $5.6M
Feb 15, 2024 Q4 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
241
New
$18.7K - $22K
241 $30.3K
Jan 26, 2024 Q4 2023
Sandy Spring Bank

BUY
 -
240
+ 52.17%
$18.7K - $21.9K
700 $88.2K
Jan 24, 2024 Q4 2023
Mascoma Wealth Management LLC

BUY
 -
230
+ 0.24%
$17.9K - $21K
97.7K $12.3M
Feb 02, 2024 Q4 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
228
+ 0.74%
$17.7K - $20.8K
31.2K $3.92M
Jan 10, 2024 Q4 2023
Flagship Harbor Advisors, LLC

BUY
 -
221
+ 3.84%
$17.2K - $20.2K
5.98K $753K
Feb 09, 2024 Q4 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
217
+ 8.82%
$16.9K - $19.8K
2.68K $337K
Jan 10, 2024 Q4 2023
Rise Advisors, LLC

BUY
 -
189
+ 16.86%
$14.7K - $17.2K
1.31K $165K

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