International Assets Investment Management, LLC Ishares Msci Kld 400 Social Et Transaction History

International Assets Investment Management, LLC

$36.5 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 30, 2024	BUY	$94.27 - $104.77 $8,767 - $9,743	93 New	93 $9.66 Million
Q4 2023 Jan 24, 2024	BUY	$77.74 - $91.23 $212,385 - $249,240	2,732 New	2,732 $30,000

Others Institutions Holding DSI

# of Institutions

574

Shares Held

26M

Call Options Held

Put Options Held

800

Morgan Stanley New York, NY

4.87M
Shares

$538 Million
0.04% of portfolio
Envestnet Asset Management Inc

2.18M
Shares

$241 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.56M
Shares

$172 Million
0.01% of portfolio
Jpmorgan Chase & CO New York, NY

1.53M
Shares

$169 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

983K
Shares

$109 Million
0.03% of portfolio

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About ISHARES MSCI KLD 400 SOCIAL ET

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