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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.25K+ 14.53% |
$290K - $328K
|
25.6K
$2.86M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
3.25KNew |
$290K - $328K
|
3.25K
$363K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
3.19KNew |
$285K - $322K
|
3.19K
$357K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.11KNew |
$278K - $314K
|
3.11K
$347K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.01K+ 3.85% |
$269K - $303K
|
81.3K
$9.08M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.86K+ 40.89% |
$255K - $288K
|
9.86K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.83K+ 27.67% |
$252K - $285K
|
13K
$1.46M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.76K+ 63.33% |
$246K - $278K
|
7.11K
$794K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.71KNew |
$242K - $273K
|
2.71K
$302K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.63K+ 40.37% |
$235K - $265K
|
9.14K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.59K+ 8.91% |
$231K - $261K
|
31.7K
$3.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.56K+ 7.67% |
$229K - $258K
|
35.9K
$4.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.51KNew |
$224K - $253K
|
2.51K
$281K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.31K+ 5.12% |
$206K - $233K
|
47.4K
$5.29M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.29KNew |
$205K - $231K
|
2.29K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.29K+ 24.53% |
$205K - $231K
|
11.6K
$1.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.28K+ 3.28% |
$204K - $230K
|
71.7K
$8.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
2.17KNew |
$194K - $219K
|
2.17K
$242K
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2.16KNew |
$193K - $218K
|
2.16K
$241K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.14KNew |
$191K - $215K
|
2.14K
$239K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.13KNew |
$190K - $215K
|
2.13K
$238K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.11K+ 1.05% |
$188K - $213K
|
204K
$22.7M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.1KNew |
$187K - $211K
|
2.1K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.08KNew |
$186K - $210K
|
2.08K
$233K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
2.06KNew |
$184K - $207K
|
2.06K
$230K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
2.05KNew |
$183K - $207K
|
2.05K
$229K
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
2.05KNew |
$183K - $206K
|
2.05K
$229K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.04KNew |
$182K - $206K
|
2.04K
$228K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2.04KNew |
$182K - $206K
|
2.04K
$228K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.04KNew |
$182K - $206K
|
2.04K
$228K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.02KNew |
$180K - $203K
|
2.02K
$225K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.01K+ 3.05% |
$180K - $203K
|
67.9K
$7.59M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.01KNew |
$179K - $202K
|
2.01K
$224K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
2KNew |
$179K - $202K
|
2K
$223K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
2KNew |
$179K - $202K
|
2K
$223K
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2KNew |
$178K - $201K
|
2K
$223K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2KNew |
$178K - $201K
|
2K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.89KNew |
$169K - $191K
|
1.89K
$211K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.77K+ 5.32% |
$158K - $178K
|
35K
$3.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.72K+ 9.68% |
$153K - $173K
|
19.5K
$2.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
1.67K+ 7.13% |
$149K - $168K
|
25.1K
$2.8M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.62K+ 15.55% |
$144K - $163K
|
12K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.54K+ 19.86% |
$137K - $155K
|
9.28K
$1.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.46K+ 11.08% |
$130K - $147K
|
14.6K
$1.64M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.46K+ 3.23% |
$130K - $147K
|
46.5K
$5.2M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.44K+ 251.05% |
$128K - $145K
|
2.01K
$224K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.39K+ 0.79% |
$124K - $140K
|
176K
$19.7M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.38K+ 3.83% |
$123K - $139K
|
37.3K
$4.16M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1.28K+ 2.52% |
$114K - $129K
|
52.1K
$5.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
1.27K+ 8.41% |
$113K - $128K
|
16.4K
$1.83M
|