Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
104K+ 6.84% |
$9.32M - $10.5M
|
1.63M
$182M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.5K+ 112.8% |
$7.18M - $8.11M
|
152K
$17M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
52.6K+ 21.27% |
$4.7M - $5.31M
|
300K
$33.5M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.6K+ 17.13% |
$4.43M - $5M
|
339K
$37.9M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.6K+ 1.08% |
$4.34M - $4.9M
|
4.55M
$508M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.6K+ 1.08% |
$4.34M - $4.9M
|
4.55M
$508M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
47.8K+ 1366.14% |
$4.27M - $4.82M
|
51.3K
$5.73M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45K+ 5.85% |
$4.02M - $4.54M
|
815K
$91M
|
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
40.3KNew |
$3.6M - $4.07M
|
40.3K
$4.51M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
35K+ 66.65% |
$3.12M - $3.52M
|
87.4K
$9.76M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
34.7K+ 38.39% |
$3.09M - $3.5M
|
125K
$14M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
32.2KNew |
$2.88M - $3.25M
|
32.2K
$3.6M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
30.8K+ 7633.42% |
$2.75M - $3.11M
|
31.2K
$3.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
22.8K+ 116.59% |
$2.04M - $2.3M
|
42.4K
$4.73M
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
20.8K+ 2.7% |
$1.86M - $2.1M
|
792K
$88.4M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
20.1KNew |
$1.79M - $2.02M
|
20.1K
$2.24M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
18.2K+ 24.41% |
$1.63M - $1.84M
|
93K
$10.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
17.8KNew |
$1.59M - $1.8M
|
17.8K
$1.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.3K+ 115.0% |
$1.55M - $1.75M
|
32.4K
$3.62M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
14.7KNew |
$1.32M - $1.49M
|
14.7K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.1K+ 77.4% |
$1.26M - $1.42M
|
32.2K
$3.6M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.6K+ 10.39% |
$1.21M - $1.37M
|
144K
$16.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.5KNew |
$1.21M - $1.36M
|
13.5K
$1.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10.6K+ 15.24% |
$943K - $1.07M
|
79.9K
$8.93M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
10.1KNew |
$902K - $1.02M
|
10.1K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
9.25K+ 1.8% |
$825K - $932K
|
523K
$58.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.86K+ 92.04% |
$791K - $893K
|
18.5K
$2.07M
|
|
|
Aug 01, 2024
Q1 2024
|
Harfst & Associates, Inc.
|
BUY
|
- |
8.4KNew |
$750K - $847K
|
8.4K
$939K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.78K+ 6.08% |
$694K - $784K
|
136K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.65K+ 78.01% |
$682K - $771K
|
17.4K
$1.95M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.87KNew |
$613K - $692K
|
6.87K
$767K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.85KNew |
$611K - $690K
|
6.85K
$765K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
6.62KNew |
$591K - $668K
|
6.62K
$740K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
6.24KNew |
$557K - $629K
|
6.24K
$697K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.06K+ 3.99% |
$541K - $611K
|
158K
$17.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.81KNew |
$518K - $585K
|
5.81K
$648K
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.64KNew |
$503K - $568K
|
5.64K
$629K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.6K+ 1564.53% |
$500K - $565K
|
5.96K
$666K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
5.44KNew |
$486K - $549K
|
5.44K
$608K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
5.23K+ 5.35% |
$467K - $527K
|
103K
$11.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.44K+ 4.21% |
$396K - $447K
|
110K
$12.3M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.42KNew |
$395K - $446K
|
4.42K
$494K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.29KNew |
$383K - $432K
|
4.29K
$479K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.92KNew |
$350K - $395K
|
3.92K
$438K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
3.87K+ 108.48% |
$345K - $390K
|
7.43K
$830K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.82KNew |
$341K - $385K
|
3.82K
$427K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
3.57KNew |
$319K - $360K
|
3.57K
$399K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.51KNew |
$313K - $354K
|
3.51K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.35K+ 16.4% |
$299K - $338K
|
23.8K
$2.66M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
3.35KNew |
$299K - $338K
|
3.35K
$374K
|