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 |
|---|---|---|---|---|---|---|---|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-295- 11.01% |
$22.9K - $26.9K
|
2.38K
$272K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-300- 3.98% |
$23.3K - $27.4K
|
7.24K
$824K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-309- 4.24% |
$24K - $28.2K
|
6.98K
$795K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-316- 1.79% |
$24.6K - $28.8K
|
17.4K
$1.98M
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-352- 4.37% |
$27.4K - $32.1K
|
7.7K
$877K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-360- 3.6% |
$28K - $32.8K
|
9.64K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-394- 1.69% |
$30.6K - $35.9K
|
22.9K
$2.61M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-400- 7.57% |
$31.1K - $36.5K
|
4.89K
$557K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-438- 2.14% |
$34.1K - $40K
|
20K
$2.28M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-444- 4.81% |
$34.5K - $40.5K
|
8.79K
$1M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-498- 1.24% |
$38.7K - $45.4K
|
39.5K
$4.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-498- 7.8% |
$38.7K - $45.4K
|
5.89K
$671K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-537- 17.32% |
$41.7K - $49K
|
2.56K
$292K
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-552- 12.26% |
$42.9K - $50.4K
|
3.95K
$450K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-553- 31.53% |
$43K - $50.5K
|
1.2K
$137K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-566- 3.49% |
$44K - $51.6K
|
15.7K
$1.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-610- 1.0% |
$47.4K - $55.7K
|
60.3K
$6.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-622- 0.46% |
$48.4K - $56.7K
|
136K
$15.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-633- 2.05% |
$49.2K - $57.7K
|
30.3K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-635- 13.45% |
$49.4K - $57.9K
|
4.09K
$465K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-640- 0.87% |
$49.8K - $58.4K
|
72.9K
$8.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-652- 6.6% |
$50.7K - $59.5K
|
9.23K
$1.05M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-662- 4.89% |
$51.5K - $60.4K
|
12.9K
$1.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-664- 1.07% |
$51.6K - $60.6K
|
61.2K
$6.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-671- 1.98% |
$52.2K - $61.2K
|
33.2K
$3.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-697- 1.64% |
$54.2K - $63.6K
|
41.9K
$4.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-714- 1.49% |
$55.5K - $65.1K
|
47.3K
$5.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-716- 4.2% |
$55.7K - $65.3K
|
16.3K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-766- 1.12% |
$59.5K - $69.9K
|
67.9K
$7.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-796- 3.84% |
$61.9K - $72.6K
|
19.9K
$2.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-825- 4.63% |
$64.1K - $75.3K
|
17K
$1.93M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-864- 1.33% |
$67.2K - $78.8K
|
63.9K
$7.28M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-890- 21.59% |
$69.2K - $81.2K
|
3.23K
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1K- 3.04% |
$77.7K - $91.2K
|
31.9K
$3.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.02K- 13.11% |
$78.9K - $92.6K
|
6.73K
$767K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.03K- 2.65% |
$79.9K - $93.8K
|
37.8K
$4.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-1.07K- 8.17% |
$83.1K - $97.5K
|
12K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.09K- 19.01% |
$84.7K - $99.3K
|
4.64K
$529K
|
|
|
Feb 08, 2024
Q4 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-1.12K- 21.41% |
$87.1K - $102K
|
4.11K
$469K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.22K- 2.35% |
$95.1K - $112K
|
50.8K
$5.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.29K- 10.34% |
$100K - $118K
|
11.2K
$1.28M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.29K- 10.34% |
$100K - $118K
|
11.2K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.33K- 21.29% |
$103K - $121K
|
4.92K
$561K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.41K- 58.13% |
$109K - $128K
|
1.01K
$115K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-1.47K- 21.15% |
$114K - $134K
|
5.47K
$624K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.5K- 80.73% |
$117K - $137K
|
358
$40.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.62K- 6.86% |
$126K - $148K
|
22K
$2.51M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.69K- 26.45% |
$132K - $154K
|
4.71K
$536K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 48.91% |
$133K - $156K
|
1.79K
$204K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.73K- 5.97% |
$135K - $158K
|
27.2K
$3.1M
|