Purchases and Sales Made in Q4 2024 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 2024. 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 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
245+ 9.2% |
$26.3K - $28.3K
|
2.91K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
234+ 37.68% |
$25.1K - $27.1K
|
855
$87.2K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
210New |
$22.6K - $24.3K
|
210
$21.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
206+ 9.27% |
$22.1K - $23.8K
|
2.43K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
205+ 0.4% |
$22K - $23.7K
|
52K
$5.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
183New |
$19.7K - $21.2K
|
183
$18.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
177+ 0.53% |
$19K - $20.5K
|
33.3K
$3.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
173+ 1.26% |
$18.6K - $20K
|
13.9K
$1.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
171+ 9.16% |
$18.4K - $19.8K
|
2.04K
$208K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
166+ 4.86% |
$17.8K - $19.2K
|
3.58K
$365K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
158+ 1.9% |
$17K - $18.3K
|
8.49K
$866K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
152New |
$16.3K - $17.6K
|
152
$15.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
151+ 0.3% |
$16.2K - $17.5K
|
49.9K
$5.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
144+ 1.2% |
$15.5K - $16.7K
|
12.2K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
137+ 5.39% |
$14.7K - $15.9K
|
2.68K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
136+ 1.02% |
$14.6K - $15.7K
|
13.5K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
131+ 2.69% |
$14.1K - $15.2K
|
5K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
119+ 0.72% |
$12.8K - $13.8K
|
16.7K
$1.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
116+ 210.91% |
$12.5K - $13.4K
|
171
$17.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
116New |
$12.5K - $13.4K
|
116
$11.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
115+ 3.27% |
$12.4K - $13.3K
|
3.64K
$371K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
90+ 13.04% |
$9.67K - $10.4K
|
780
$79.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
85+ 5.06% |
$9.13K - $9.84K
|
1.76K
$180K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
84+ 2.98% |
$9.02K - $9.72K
|
2.91K
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
83+ 1.72% |
$8.92K - $9.6K
|
4.91K
$501K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
81+ 2.34% |
$8.7K - $9.37K
|
3.54K
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
79+ 0.53% |
$8.49K - $9.14K
|
15K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
79+ 0.6% |
$8.49K - $9.14K
|
13.3K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
65+ 0.58% |
$6.98K - $7.52K
|
11.3K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
64+ 1.94% |
$6.87K - $7.41K
|
3.36K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
46New |
$4.94K - $5.32K
|
46
$4.69K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
46+ 0.07% |
$4.94K - $5.32K
|
64.2K
$6.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
45+ 0.3% |
$4.83K - $5.21K
|
15.2K
$1.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
41+ 1.17% |
$4.4K - $4.74K
|
3.54K
$361K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
40+ 8.18% |
$4.3K - $4.63K
|
529
$54K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33+ 0.46% |
$3.54K - $3.82K
|
7.28K
$743K
|
|
|
Feb 10, 2025
Q4 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
26+ 0.36% |
$2.79K - $3.01K
|
7.24K
$738K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
25+ 0.08% |
$2.69K - $2.89K
|
32.3K
$3.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
24New |
$2.58K - $2.78K
|
24
$2.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
22+ 0.3% |
$2.36K - $2.55K
|
7.35K
$750K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
18+ 0.3% |
$1.93K - $2.08K
|
5.96K
$608K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
17+ 0.3% |
$1.83K - $1.97K
|
5.73K
$584K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
17+ 0.29% |
$1.83K - $1.97K
|
5.83K
$595K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 0.15% |
$1.72K - $1.85K
|
10.4K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
15+ 0.31% |
$1.61K - $1.74K
|
4.93K
$503K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
15+ 0.28% |
$1.61K - $1.74K
|
5.35K
$546K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
14+ 0.29% |
$1.5K - $1.62K
|
4.84K
$493K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
13+ 0.46% |
$1.4K - $1.5K
|
2.84K
$290K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11+ 0.12% |
$1.18K - $1.27K
|
9.39K
$958K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
11+ 0.31% |
$1.18K - $1.27K
|
3.58K
$365K
|