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 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-155- 7.58% |
$13.8K - $15.6K
|
1.89K
$211K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-157- 5.49% |
$14K - $15.8K
|
2.7K
$302K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-158- 0.42% |
$14.1K - $15.9K
|
37.7K
$4.21M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-160- 3.27% |
$14.3K - $16.1K
|
4.73K
$528K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-168- 1.17% |
$15K - $16.9K
|
14.2K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-197- 6.92% |
$17.6K - $19.9K
|
2.65K
$296K
|
|
|
Apr 08, 2024
Q1 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 11.19% |
$17.9K - $20.2K
|
1.59K
$177K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-200- 3.93% |
$17.9K - $20.2K
|
4.88K
$545K
|
|
|
May 09, 2024
Q1 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-201- 8.25% |
$17.9K - $20.3K
|
2.24K
$250K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-206- 0.73% |
$18.4K - $20.8K
|
28K
$3.13M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-212- 4.85% |
$18.9K - $21.4K
|
4.16K
$464K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-219- 1.88% |
$19.6K - $22.1K
|
11.4K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-221- 1.87% |
$19.7K - $22.3K
|
11.6K
$1.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-224- 1.74% |
$20K - $22.6K
|
12.7K
$1.41M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-224- 3.1% |
$20K - $22.6K
|
7.01K
$783K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-230- 2.84% |
$20.5K - $23.2K
|
7.87K
$879K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-240- 3.15% |
$21.4K - $24.2K
|
7.37K
$823K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-250- 4.86% |
$22.3K - $25.2K
|
4.89K
$546K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-272- 8.34% |
$24.3K - $27.4K
|
2.99K
$334K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-274- 4.75% |
$24.5K - $27.6K
|
5.5K
$614K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-285- 1.64% |
$25.4K - $28.7K
|
17.1K
$1.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-297- 11.27% |
$26.5K - $29.9K
|
2.34K
$261K
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-301- 9.27% |
$26.9K - $30.3K
|
2.95K
$329K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-308- 1.02% |
$27.5K - $31K
|
30K
$3.35M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-334- 14.3% |
$29.8K - $33.7K
|
2K
$224K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-343- 6.27% |
$30.6K - $34.6K
|
5.13K
$573K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-355- 10.08% |
$31.7K - $35.8K
|
3.17K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-362- 3.55% |
$32.3K - $36.5K
|
9.82K
$1.1M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-373- 1.59% |
$33.3K - $37.6K
|
23.1K
$2.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-384- 2.01% |
$34.3K - $38.7K
|
18.7K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-395- 3.53% |
$35.3K - $39.8K
|
10.8K
$1.21M
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-400- 53.33% |
$35.7K - $40.3K
|
350
$39.1K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 18.83% |
$35.7K - $40.3K
|
1.72K
$193K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-435- 4.96% |
$38.8K - $43.9K
|
8.34K
$932K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-436- 6.52% |
$38.9K - $44K
|
6.25K
$698K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-458- 2.32% |
$40.9K - $46.2K
|
19.3K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-464- 2.96% |
$41.4K - $46.8K
|
15.2K
$1.7M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-466- 1.35% |
$41.6K - $47K
|
34K
$3.79M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-471- 5.74% |
$42K - $47.5K
|
7.73K
$863K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-496- 0.83% |
$44.3K - $50K
|
59.2K
$6.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-517- 6.06% |
$46.2K - $52.1K
|
8.02K
$895K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-519- 13.43% |
$46.3K - $52.3K
|
3.35K
$374K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-519- 1.26% |
$46.3K - $52.3K
|
40.7K
$4.55M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-525- 9.73% |
$46.9K - $52.9K
|
4.87K
$544K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-532- 2.08% |
$47.5K - $53.6K
|
25.1K
$2.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-560- 8.27% |
$50K - $56.5K
|
6.21K
$694K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-571- 9.82% |
$51K - $57.6K
|
5.25K
$586K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-590- 2.08% |
$52.7K - $59.5K
|
27.8K
$3.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-599- 7.47% |
$53.5K - $60.4K
|
7.42K
$829K
|
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-604- 5.2% |
$53.9K - $60.9K
|
11K
$1.23M
|