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 26, 2024 Q4 2023
Financial Counselors Inc

BUY
 -
997
+ 18.44%
$77.5K - $91K
6.4K $730K
Feb 12, 2024 Q4 2023
Bbr Partners, LLC

New York, NY
BUY
 -
933
+ 4.35%
$72.5K - $85.1K
22.4K $2.55M
Jan 24, 2024 Q4 2023
Stratos Wealth Advisors, LLC

BUY
 -
917
+ 12.91%
$71.3K - $83.7K
8.02K $914K
Feb 12, 2024 Q4 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
853
+ 0.58%
$66.3K - $77.8K
148K $16.9M
Jan 11, 2024 Q4 2023
Brookstone Capital Management

BUY
 -
813
+ 10.53%
$63.2K - $74.2K
8.53K $972K
Feb 08, 2024 Q4 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
802
+ 3.96%
$62.3K - $73.2K
21.1K $2.4M
Feb 15, 2024 Q4 2023
Townsquare Capital LLC

BUY
 -
779
+ 9.1%
$60.6K - $71.1K
9.34K $1.06M
Feb 14, 2024 Q4 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
763
+ 2.57%
$59.3K - $69.6K
30.4K $3.47M
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
740
New
$57.5K - $67.5K
740 $84.3K
Jan 17, 2024 Q4 2023
Columbia Trust CO 01012016

BUY
 -
727
+ 1.76%
$56.5K - $66.3K
42.1K $4.8M
Feb 14, 2024 Q4 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
660
+ 2.91%
$51.3K - $60.2K
23.3K $2.66M
Jan 16, 2024 Q4 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
650
+ 25.9%
$50.5K - $59.3K
3.16K $360K
Jan 25, 2024 Q4 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
644
+ 8.9%
$50.1K - $58.8K
7.88K $898K
Feb 07, 2024 Q4 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
643
+ 1.69%
$50K - $58.7K
38.6K $4.4M
Jan 23, 2024 Q4 2023
Walkner Condon Financial Advisors LLC

BUY
 -
639
+ 16.14%
$49.7K - $58.3K
4.6K $524K
Feb 09, 2024 Q4 2023
Wealthfront Advisers LLC

BUY
 -
621
+ 3.62%
$48.3K - $56.7K
17.8K $2.02M
Jan 23, 2024 Q4 2023
Wood Trust Financial Corp

BUY
 -
548
+ 9.35%
$42.6K - $50K
6.41K $730K
Feb 29, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
521
New
$40.5K - $47.5K
521 $59.4K
Jan 24, 2024 Q4 2023
Private Trust CO Na

BUY
 -
516
+ 72.17%
$40.1K - $47.1K
1.23K $140K
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

BUY
 -
491
+ 0.57%
$38.2K - $44.8K
86.3K $9.84M
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
476
+ 78.55%
$37K - $43.4K
1.08K $123K
Jan 24, 2024 Q4 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
444
+ 12.98%
$34.5K - $40.5K
3.87K $440K
Feb 05, 2024 Q4 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
439
New
$34.1K - $40K
439 $50K
Feb 14, 2024 Q4 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
429
+ 12.55%
$33.4K - $39.1K
3.85K $438K
Feb 06, 2024 Q4 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
407
+ 16.16%
$31.6K - $37.1K
2.93K $333K
Feb 13, 2024 Q4 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
359
+ 14.43%
$27.9K - $32.8K
2.85K $324K
Feb 09, 2024 Q4 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
351
+ 10.22%
$27.3K - $32K
3.78K $431K
Jan 19, 2024 Q4 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
345
+ 2.64%
$26.8K - $31.5K
13.4K $1.53M
Jan 19, 2024 Q4 2023
Fifth Third Bancorp

BUY
 -
334
+ 3.43%
$26K - $30.5K
10.1K $1.15M
Jan 30, 2024 Q4 2023
Grant

BUY
 -
330
+ 10.21%
$25.7K - $30.1K
3.56K $406K
Feb 01, 2024 Q4 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
318
New
$24.7K - $29K
318 $36.2K
Feb 13, 2024 Q4 2023
Cibc Private Wealth Group, LLC

BUY
 -
312
+ 2.87%
$24.3K - $28.5K
11.2K $1.27M
Jan 30, 2024 Q4 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
300
+ 11.72%
$23.3K - $27.4K
2.86K $326K
Jan 30, 2024 Q4 2023
4 Thought Financial Group Inc.

BUY
 -
293
+ 17.01%
$22.8K - $26.7K
2.02K $230K
Jan 10, 2024 Q4 2023
Cornerstone Wealth Management, LLC

BUY
 -
278
+ 1.12%
$21.6K - $25.4K
25K $2.85M
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
267
+ 15.08%
$20.8K - $24.4K
2.04K $232K
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
266
New
$20.7K - $24.3K
266 $30.3K
Feb 08, 2024 Q4 2023
Pennsylvania Capital Management Inc

BUY
 -
254
+ 0.57%
$19.7K - $23.2K
44.5K $5.07M
Feb 15, 2024 Q4 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
241
New
$18.7K - $22K
241 $27.5K
Jan 26, 2024 Q4 2023
Sandy Spring Bank

BUY
 -
240
+ 52.17%
$18.7K - $21.9K
700 $79.8K
Jan 24, 2024 Q4 2023
Mascoma Wealth Management LLC

BUY
 -
230
+ 0.24%
$17.9K - $21K
97.7K $11.1M
Feb 02, 2024 Q4 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
228
+ 0.74%
$17.7K - $20.8K
31.2K $3.55M
Jan 10, 2024 Q4 2023
Flagship Harbor Advisors, LLC

BUY
 -
221
+ 3.84%
$17.2K - $20.2K
5.98K $682K
Feb 09, 2024 Q4 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
217
+ 8.82%
$16.9K - $19.8K
2.68K $305K
Jan 10, 2024 Q4 2023
Rise Advisors, LLC

BUY
 -
189
+ 16.86%
$14.7K - $17.2K
1.31K $149K
Feb 09, 2024 Q4 2023
Heritage Wealth Advisors

BUY
 -
180
New
$14K - $16.4K
180 $20.5K
Jan 12, 2024 Q4 2023
Cx Institutional

BUY
 -
179
+ 0.5%
$13.9K - $16.3K
35.6K $4.06M
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
173
+ 35.97%
$13.4K - $15.8K
654 $74.5K
Feb 14, 2024 Q4 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
173
+ 1.62%
$13.4K - $15.8K
10.9K $1.24M

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