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 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.23K+ 1.81% |
$110K - $124K
|
69.1K
$7.79M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.18K+ 1.41% |
$105K - $119K
|
84.5K
$9.54M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
1.15K+ 8.41% |
$102K - $116K
|
14.8K
$1.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
1.08K+ 29.1% |
$96.6K - $109K
|
4.8K
$541K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.07K+ 1.13% |
$95.7K - $108K
|
95.8K
$10.8M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.05K+ 38.85% |
$93.5K - $106K
|
3.74K
$422K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.02K+ 3.47% |
$91K - $103K
|
30.3K
$3.42M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
996New |
$88.9K - $100K
|
996
$112K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
968+ 10.55% |
$86.4K - $97.6K
|
10.1K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
932+ 0.76% |
$83.2K - $94K
|
124K
$14M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
924+ 2.81% |
$82.5K - $93.1K
|
33.8K
$3.81M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
871+ 2.67% |
$77.8K - $87.8K
|
33.5K
$3.78M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
865+ 10.13% |
$77.2K - $87.2K
|
9.4K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
860+ 17.85% |
$76.8K - $86.7K
|
5.68K
$641K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
857+ 23.6% |
$76.5K - $86.4K
|
4.49K
$506K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
831+ 5.09% |
$74.2K - $83.8K
|
17.2K
$1.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
759+ 5.61% |
$67.8K - $76.5K
|
14.3K
$1.61M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
690+ 1.79% |
$61.6K - $69.6K
|
39.3K
$4.43M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
681+ 1.66% |
$60.8K - $68.7K
|
41.6K
$4.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
667+ 5.07% |
$59.5K - $67.2K
|
13.8K
$1.56M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
608+ 30.16% |
$54.3K - $61.3K
|
2.62K
$296K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
568+ 2.16% |
$50.7K - $57.3K
|
26.9K
$3.04M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
544+ 13.07% |
$48.6K - $54.8K
|
4.71K
$531K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
522+ 4.27% |
$46.6K - $52.6K
|
12.8K
$1.44M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
500+ 7.0% |
$44.6K - $50.4K
|
7.64K
$862K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
471+ 5.17% |
$42K - $47.5K
|
9.58K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
469+ 83.9% |
$41.9K - $47.3K
|
1.03K
$116K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
468+ 46.25% |
$41.8K - $47.2K
|
1.48K
$167K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
457+ 2.36% |
$40.8K - $46.1K
|
19.8K
$2.23M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
448+ 16.89% |
$40K - $45.2K
|
3.1K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
425+ 3.33% |
$37.9K - $42.8K
|
13.2K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
425+ 3.33% |
$37.9K - $42.8K
|
13.2K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
418+ 20.51% |
$37.3K - $42.1K
|
2.46K
$277K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
410+ 820.0% |
$36.6K - $41.3K
|
460
$51.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
406New |
$36.2K - $40.9K
|
406
$45.8K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
406+ 9.48% |
$36.2K - $40.9K
|
4.69K
$529K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
384+ 1.68% |
$34.3K - $38.7K
|
23.3K
$2.63M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
380+ 4.63% |
$33.9K - $38.3K
|
8.59K
$969K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
380+ 1.51% |
$33.9K - $38.3K
|
25.6K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
379+ 1.35% |
$33.8K - $38.2K
|
28.4K
$3.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
349+ 11.51% |
$31.2K - $35.2K
|
3.38K
$381K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
346+ 10.04% |
$30.9K - $34.9K
|
3.79K
$428K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
329+ 27.62% |
$29.4K - $33.2K
|
1.52K
$171K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
296+ 1.05% |
$26.4K - $29.8K
|
28.6K
$3.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
270+ 2.56% |
$24.1K - $27.2K
|
10.8K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
255+ 6.63% |
$22.8K - $25.7K
|
4.1K
$463K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
254+ 3.22% |
$22.7K - $25.6K
|
8.13K
$917K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
250+ 4.8% |
$22.3K - $25.2K
|
5.46K
$616K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
246+ 22.0% |
$22K - $24.8K
|
1.36K
$154K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
241+ 0.96% |
$21.5K - $24.3K
|
25.2K
$2.85M
|