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 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.33K- 21.29% |
$103K - $121K
|
4.92K
$620K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.41K- 58.13% |
$109K - $128K
|
1.01K
$127K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-1.47K- 21.15% |
$114K - $134K
|
5.47K
$689K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.5K- 80.73% |
$117K - $137K
|
358
$45.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.62K- 6.86% |
$126K - $148K
|
22K
$2.78M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-1.69K- 26.45% |
$132K - $154K
|
4.71K
$593K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-1.71K- 48.91% |
$133K - $156K
|
1.79K
$225K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.73K- 5.97% |
$135K - $158K
|
27.2K
$3.43M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.94K- 7.09% |
$151K - $177K
|
25.5K
$3.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.02K- 17.31% |
$157K - $184K
|
9.63K
$1.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.07K- 7.95% |
$161K - $189K
|
24K
$3.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.13K- 1.2% |
$166K - $195K
|
175K
$22M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.14K- 32.4% |
$166K - $195K
|
4.46K
$561K
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.14K- 4.93% |
$166K - $195K
|
41.3K
$5.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.45K- 0.98% |
$190K - $223K
|
248K
$31.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.46K- 12.32% |
$191K - $224K
|
17.5K
$2.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.46K- 9.48% |
$191K - $224K
|
23.4K
$2.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-2.47K- 2.27% |
$192K - $225K
|
106K
$13.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.52K- 51.64% |
$196K - $230K
|
2.36K
$297K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.63K- 28.76% |
$204K - $240K
|
6.51K
$820K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.84K- 28.84% |
$220K - $259K
|
7K
$881K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.86K- 12.65% |
$222K - $261K
|
19.7K
$2.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.9K- 38.01% |
$226K - $265K
|
4.73K
$596K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.9K- 9.27% |
$459K - $538K
|
57.7K
$7.27M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-6.22K- 26.0% |
$484K - $568K
|
17.7K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.52K- 7.11% |
$507K - $595K
|
85.3K
$10.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-6.77K- 19.92% |
$527K - $618K
|
27.2K
$3.43M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-6.77K- 19.92% |
$527K - $618K
|
27.2K
$3.43M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.32K- 13.98% |
$569K - $668K
|
45.1K
$5.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-9.82K- 23.14% |
$763K - $896K
|
32.6K
$4.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.6K- 37.82% |
$904K - $1.06M
|
19.1K
$2.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-15.7K- 10.94% |
$1.22M - $1.43M
|
128K
$16.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-18.9K- 3.55% |
$1.47M - $1.72M
|
514K
$64.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-21.7K- 76.22% |
$1.68M - $1.98M
|
6.76K
$851K
|
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-22.7K- 2.86% |
$1.76M - $2.07M
|
771K
$97.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-27.3K- 5.04% |
$2.12M - $2.49M
|
514K
$64.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-36.8K- 28.98% |
$2.86M - $3.36M
|
90.3K
$11.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-71.3K- 15.83% |
$5.54M - $6.5M
|
379K
$47.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-78.4K- 28.62% |
$6.09M - $7.15M
|
195K
$24.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-83.6K- 22.39% |
$6.5M - $7.62M
|
290K
$36.5M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-261K- 5.48% |
$20.3M - $23.8M
|
4.5M
$567M
|