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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1- 0.19% |
$89.3 - $101
|
539
$60.8K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-2- 0.98% |
$179 - $202
|
203
$22.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-2- 0.01% |
$179 - $202
|
14.7K
$1.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2- 0.08% |
$179 - $202
|
2.4K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-8- 0.24% |
$714 - $806
|
3.29K
$371K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-10- 0.14% |
$893 - $1.01K
|
7.28K
$821K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-11- 4.89% |
$982 - $1.11K
|
214
$24.1K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-12- 1.27% |
$1.07K - $1.21K
|
930
$105K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-13- 0.17% |
$1.16K - $1.31K
|
7.69K
$867K
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-15- 0.32% |
$1.34K - $1.51K
|
4.69K
$529K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-17- 0.32% |
$1.52K - $1.71K
|
5.37K
$606K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-18- 0.44% |
$1.61K - $1.81K
|
4.07K
$459K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-19- 0.17% |
$1.7K - $1.92K
|
11.2K
$1.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-20- 0.32% |
$1.79K - $2.02K
|
6.29K
$709K
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-22- 0.92% |
$1.96K - $2.22K
|
2.36K
$266K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-23- 0.36% |
$2.05K - $2.32K
|
6.38K
$720K
|
|
|
Apr 26, 2024
Q1 2024
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-26- 8.81% |
$2.32K - $2.62K
|
269
$30.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-27- 0.7% |
$2.41K - $2.72K
|
3.81K
$430K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-30- 2.15% |
$2.68K - $3.02K
|
1.37K
$154K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-40- 0.9% |
$3.57K - $4.03K
|
4.4K
$496K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-43- 0.15% |
$3.84K - $4.33K
|
28K
$3.16M
|
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-43- 0.49% |
$3.84K - $4.33K
|
8.74K
$986K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-44- 3.47% |
$3.93K - $4.44K
|
1.23K
$138K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-48- 1.31% |
$4.28K - $4.84K
|
3.62K
$409K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-50- 1.49% |
$4.46K - $5.04K
|
3.3K
$372K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-50- 1.3% |
$4.46K - $5.04K
|
3.79K
$427K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-54- 0.77% |
$4.82K - $5.44K
|
6.92K
$781K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-54- 1.14% |
$4.82K - $5.44K
|
4.68K
$528K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-60- 41.38% |
$5.36K - $6.05K
|
85
$9.59K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-62- 0.57% |
$5.53K - $6.25K
|
10.8K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-85- 0.42% |
$7.59K - $8.57K
|
20.4K
$2.3M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-93- 0.54% |
$8.3K - $9.38K
|
17.2K
$1.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-95- 0.37% |
$8.48K - $9.58K
|
25.4K
$2.86M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-96- 0.65% |
$8.57K - $9.68K
|
14.8K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-96- 1.04% |
$8.57K - $9.68K
|
9.14K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-98- 31.31% |
$8.75K - $9.88K
|
215
$24.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-105- 0.6% |
$9.37K - $10.6K
|
17.4K
$1.96M
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-109- 3.22% |
$9.73K - $11K
|
3.28K
$369K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-111- 1.89% |
$9.91K - $11.2K
|
5.77K
$651K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-111- 0.64% |
$9.91K - $11.2K
|
17.2K
$1.94M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-114- 4.88% |
$10.2K - $11.5K
|
2.22K
$251K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-119- 20.0% |
$10.6K - $12K
|
476
$53.7K
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-123- 1.82% |
$11K - $12.4K
|
6.64K
$748K
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-135- 6.01% |
$12.1K - $13.6K
|
2.11K
$238K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-139- 4.75% |
$12.4K - $14K
|
2.79K
$314K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-140- 4.24% |
$12.5K - $14.1K
|
3.16K
$356K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-144- 5.6% |
$12.9K - $14.5K
|
2.43K
$274K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-148- 0.25% |
$13.2K - $14.9K
|
60.2K
$6.79M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-152- 1.61% |
$13.6K - $15.3K
|
9.3K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-153- 1.27% |
$13.7K - $15.4K
|
11.9K
$1.34M
|