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 10, 2024 Q4 2023
Focused Wealth Management, Inc

BUY
 -
1
+ 0.09%
$77.7 - $91.2
1.06K $121K
Jan 29, 2024 Q4 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
1
+ 0.01%
$77.7 - $91.2
18.2K $2.07M
Feb 02, 2024 Q4 2023
Iag Wealth Partners, LLC

BUY
 -
0
New
$0 - $0
0 $0
Feb 16, 2024 Q4 2023
Wesbanco Bank Inc

SELL
 -
-7
- 0.18%
$544 - $639
3.84K $437K
Jan 18, 2024 Q4 2023
Peak Financial Management, Inc.

SELL
 -
-12
- 0.19%
$933 - $1.09K
6.31K $719K
Jan 10, 2024 Q4 2023
Dynamic Advisor Solutions LLC

SELL
 -
-13
- 0.14%
$1.01K - $1.19K
9.1K $1.04M
Jan 18, 2024 Q4 2023
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-15
- 2.7%
$1.17K - $1.37K
540 $61.5K
Jan 19, 2024 Q4 2023
Pfg Advisors

SELL
 -
-15
- 0.05%
$1.17K - $1.37K
28.3K $3.23M
Feb 09, 2024 Q4 2023
Argent Trust CO

Nashville, TN
SELL
 -
-24
- 0.6%
$1.87K - $2.19K
3.99K $455K
Feb 14, 2024 Q4 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
SELL
 -
-25
- 0.28%
$1.94K - $2.28K
8.78K $1M
Feb 05, 2024 Q4 2023
Mc Ilrath & Eck, LLC

SELL
 -
-30
- 2.1%
$2.33K - $2.74K
1.4K $159K
Nov 04, 2024 Q4 2023
Fairfield Financial Advisors, LTD

Wellesley, MA
SELL
 -
-30
- 13.04%
$2.33K - $2.74K
200 $22.8K
Feb 13, 2024 Q4 2023
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-31
- 1.58%
$2.41K - $2.83K
1.93K $220K
Jan 26, 2024 Q4 2023
Charter Oak Capital Management, LLC

SELL
 -
-35
- 0.21%
$2.72K - $3.19K
16.7K $1.9M
Feb 14, 2024 Q4 2023
Prospera Financial Services Inc

SELL
 -
-35
- 0.79%
$2.72K - $3.19K
4.42K $504K
Feb 07, 2024 Q4 2023
Van Hulzen Asset Management, LLC

SELL
 -
-43
- 1.57%
$3.34K - $3.92K
2.7K $307K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

SELL
 -
-45
- 0.05%
$3.5K - $4.11K
98K $11.2M
Jan 31, 2024 Q4 2023
Cambridge Trust CO

Boston, MA
SELL
 -
-50
- 0.65%
$3.89K - $4.56K
7.61K $867K
Jan 19, 2024 Q4 2023
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-60
- 27.27%
$4.66K - $5.47K
160 $18.2K
Feb 14, 2024 Q4 2023
Pitcairn CO

Jenkintown, PA
SELL
 -
-84
- 0.29%
$6.53K - $7.66K
29.3K $3.34M
Feb 05, 2024 Q4 2023
Howe & Rusling Inc

Rochester, NY
SELL
 -
-94
- 4.32%
$7.31K - $8.58K
2.08K $237K
Jan 31, 2024 Q4 2023
Institute For Wealth Management, Llc.

SELL
 -
-104
- 0.41%
$8.08K - $9.49K
25.2K $2.88M
Jan 22, 2024 Q4 2023
Private Ocean, LLC

SELL
 -
-105
- 3.08%
$8.16K - $9.58K
3.3K $376K
Feb 07, 2024 Q4 2023
Jnba Financial Advisors

SELL
 -
-105
- 3.58%
$8.16K - $9.58K
2.83K $322K
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-117
- 75.97%
$9.1K - $10.7K
37 $4.22K
Jan 11, 2024 Q4 2023
Bremer Bank National Association

SELL
 -
-122
- 0.62%
$9.48K - $11.1K
19.6K $2.23M
Feb 02, 2024 Q4 2023
Valmark Advisers, Inc.

SELL
 -
-125
- 1.5%
$9.72K - $11.4K
8.21K $936K
Apr 01, 2024 Q4 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
SELL
 -
-129
- 1.73%
$10K - $11.8K
7.33K $835K
Feb 06, 2024 Q4 2023
National Bank Of Canada

SELL
 -
-143
- 1.04%
$11.1K - $13K
13.6K $1.55M
Feb 09, 2024 Q4 2023
Milestone Investment Advisors LLC

Middleton, WI
SELL
 -
-148
- 4.29%
$11.5K - $13.5K
3.3K $376K
Jan 11, 2024 Q4 2023
Hall Laurie J Trustee

SELL
 -
-150
- 16.67%
$11.7K - $13.7K
750 $85.5K
Jun 17, 2024 Q4 2023
Traphagen Investment Advisors LLC

Oradell, NJ
SELL
 -
-154
- 2.73%
$12K - $14K
5.48K $625K
Feb 12, 2024 Q4 2023
Wedbush Securities Inc

SELL
 -
-159
- 3.59%
$12.4K - $14.5K
4.27K $487K
Jan 23, 2024 Q4 2023
Leonard Rickey Investment Advisors P.L.L.C.

SELL
 -
-160
- 4.51%
$12.4K - $14.6K
3.38K $386K
Jan 25, 2024 Q4 2023
Peoples Bank

SELL
 -
-164
- 2.88%
$12.7K - $15K
5.52K $629K
Feb 09, 2024 Q4 2023
Citigroup Inc

SELL
 -
-164
- 3.69%
$12.7K - $15K
4.28K $488K
Feb 09, 2024 Q4 2023
D.A. Davidson & Co.

SELL
 -
-165
- 1.9%
$12.8K - $15.1K
8.54K $973K
Feb 08, 2024 Q4 2023
Forbes J M & CO LLP

SELL
 -
-169
- 0.67%
$13.1K - $15.4K
25.2K $2.87M
Feb 09, 2024 Q4 2023
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-195
- 19.5%
$15.2K - $17.8K
805 $91.7K
Jan 12, 2024 Q4 2023
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-209
- 4.5%
$16.2K - $19.1K
4.44K $506K
Feb 08, 2024 Q4 2023
Close Asset Management LTD

SELL
 -
-225
- 5.48%
$17.5K - $20.5K
3.88K $442K
Feb 14, 2024 Q4 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-252
- 1.43%
$19.6K - $23K
17.3K $1.98M
Feb 12, 2024 Q4 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
SELL
 -
-255
- 1.25%
$19.8K - $23.3K
20.2K $2.3M
Jan 16, 2024 Q4 2023
Bangor Savings Bank

Bangor, ME
SELL
 -
-266
- 0.93%
$20.7K - $24.3K
28.2K $3.21M
Feb 12, 2024 Q4 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-270
- 32.57%
$21K - $24.6K
559 $63.7K
Feb 07, 2024 Q4 2023
Great Diamond Partners, LLC

SELL
 -
-271
- 2.2%
$21.1K - $24.7K
12K $1.37M
Jan 12, 2024 Q4 2023
My Legacy Advisors, LLC

SELL
 -
-272
- 10.24%
$21.1K - $24.8K
2.39K $272K
Feb 14, 2024 Q4 2023
Retirement Group, LLC

SELL
 -
-275
- 40.5%
$21.4K - $25.1K
404 $46K
Jan 17, 2024 Q4 2023
Gemmer Asset Management LLC

SELL
 -
-278
- 0.26%
$21.6K - $25.4K
105K $12M

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