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 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
180New |
$14K - $16.4K
|
180
$22.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
179+ 0.5% |
$13.9K - $16.3K
|
35.6K
$4.49M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
173+ 35.97% |
$13.4K - $15.8K
|
654
$82.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
173+ 1.62% |
$13.4K - $15.8K
|
10.9K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
171+ 6.89% |
$13.3K - $15.6K
|
2.65K
$334K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
158New |
$12.3K - $14.4K
|
158
$19.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
150New |
$11.7K - $13.7K
|
150
$18.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
147+ 17.19% |
$11.4K - $13.4K
|
1K
$126K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
146+ 102.1% |
$11.4K - $13.3K
|
289
$36.4K
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
144+ 17.31% |
$11.2K - $13.1K
|
976
$123K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
144+ 0.24% |
$11.2K - $13.1K
|
59.7K
$7.52M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
140+ 2.76% |
$10.9K - $12.8K
|
5.21K
$656K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
140+ 2.76% |
$10.9K - $12.8K
|
5.21K
$656K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
133New |
$10.3K - $12.1K
|
133
$16.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
115+ 13.91% |
$8.94K - $10.5K
|
942
$119K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
93+ 3.17% |
$7.23K - $8.48K
|
3.03K
$382K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
83+ 0.35% |
$6.45K - $7.57K
|
23.9K
$3.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
80+ 21.62% |
$6.22K - $7.3K
|
450
$56.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
75New |
$5.83K - $6.84K
|
75
$9.44K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
71+ 1.63% |
$5.52K - $6.48K
|
4.42K
$556K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
68+ 0.25% |
$5.29K - $6.2K
|
27K
$3.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
60+ 10.62% |
$4.66K - $5.47K
|
625
$78.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
58+ 1.82% |
$4.51K - $5.29K
|
3.25K
$409K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
45+ 1.43% |
$3.5K - $4.11K
|
3.19K
$401K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
45+ 1.45% |
$3.5K - $4.11K
|
3.15K
$397K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
42+ 0.73% |
$3.27K - $3.83K
|
5.77K
$726K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
41+ 0.73% |
$3.19K - $3.74K
|
5.66K
$713K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40+ 2.01% |
$3.11K - $3.65K
|
2.03K
$256K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
37New |
$2.88K - $3.38K
|
37
$4.66K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
35+ 0.24% |
$2.72K - $3.19K
|
14.9K
$1.87M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
BUY
|
- |
32+ 0.86% |
$2.49K - $2.92K
|
3.77K
$475K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
27+ 13.64% |
$2.1K - $2.46K
|
225
$28.3K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
27+ 0.74% |
$2.1K - $2.46K
|
3.67K
$462K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
26+ 1.96% |
$2.02K - $2.37K
|
1.35K
$170K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
25+ 0.38% |
$1.94K - $2.28K
|
6.68K
$842K
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
24+ 0.77% |
$1.87K - $2.19K
|
3.13K
$394K
|
|
|
Feb 12, 2024
Q4 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
22+ 0.72% |
$1.71K - $2.01K
|
3.08K
$387K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
21+ 0.52% |
$1.63K - $1.92K
|
4.06K
$511K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
21+ 7.19% |
$1.63K - $1.92K
|
313
$39.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
19+ 0.53% |
$1.48K - $1.73K
|
3.63K
$457K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
14+ 0.07% |
$1.09K - $1.28K
|
19.1K
$2.4M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14+ 7.33% |
$1.09K - $1.28K
|
205
$25.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13+ 0.07% |
$1.01K - $1.19K
|
19.3K
$2.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
BUY
|
- |
12+ 0.14% |
$933 - $1.09K
|
8.3K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
11+ 0.22% |
$855 - $1K
|
4.91K
$618K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
11+ 0.11% |
$855 - $1K
|
10.4K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 0.55% |
$544 - $639
|
1.27K
$160K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6+ 0.78% |
$466 - $547
|
774
$97.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
6+ 0.73% |
$466 - $547
|
824
$104K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.77% |
$466 - $547
|
789
$99.4K
|