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 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-623- 12.66% |
$55.6K - $62.8K
|
4.3K
$480K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-650- 7.17% |
$58K - $65.5K
|
8.42K
$941K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-652- 6.76% |
$58.2K - $65.7K
|
8.99K
$1M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-669- 0.46% |
$59.7K - $67.4K
|
146K
$16.3M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-680- 2.91% |
$60.7K - $68.6K
|
22.7K
$2.53M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-719- 4.88% |
$64.2K - $72.5K
|
14K
$1.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-775- 9.37% |
$69.2K - $78.1K
|
7.5K
$838K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-785- 2.58% |
$70.1K - $79.1K
|
29.6K
$3.31M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-799- 3.62% |
$71.3K - $80.5K
|
21.2K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-841- 2.75% |
$75.1K - $84.8K
|
29.8K
$3.33M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-863- 71.86% |
$77K - $87K
|
338
$37.8K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-885- 1.45% |
$79K - $89.2K
|
60K
$6.7M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-918- 3.41% |
$81.9K - $92.5K
|
26K
$2.91M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-918- 22.3% |
$81.9K - $92.5K
|
3.2K
$357K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-924- 1.27% |
$82.5K - $93.1K
|
71.9K
$8.03M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-970- 4.81% |
$86.6K - $97.8K
|
19.2K
$2.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-982- 7.31% |
$87.7K - $99K
|
12.5K
$1.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-1K- 2.39% |
$89.3K - $101K
|
40.9K
$4.57M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-1.03K- 18.61% |
$91.8K - $104K
|
4.5K
$502K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.15K- 3.58% |
$102K - $116K
|
30.9K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.16K- 2.01% |
$103K - $117K
|
56.6K
$6.32M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.17K- 62.76% |
$104K - $118K
|
692
$77.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.18K- 5.98% |
$105K - $119K
|
18.5K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.22K- 4.62% |
$109K - $123K
|
25.2K
$2.81M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.33K- 6.07% |
$118K - $134K
|
20.5K
$2.29M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.35K- 2.2% |
$120K - $136K
|
59.8K
$6.68M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.43K- 0.97% |
$128K - $144K
|
147K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.51K- 2.27% |
$134K - $152K
|
64.7K
$7.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.58K- 5.84% |
$141K - $159K
|
25.5K
$2.84M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.59K- 4.29% |
$142K - $160K
|
35.4K
$3.96M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.62K- 3.75% |
$145K - $164K
|
41.6K
$4.65M
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.63K- 1.54% |
$146K - $164K
|
105K
$11.7M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.76K- 2.03% |
$157K - $177K
|
84.6K
$9.45M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.8K- 5.41% |
$161K - $181K
|
31.4K
$3.51M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.81K- 3.61% |
$161K - $182K
|
48.2K
$5.39M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.82K- 4.6% |
$162K - $183K
|
37.7K
$4.21M
|
|
|
May 07, 2024
Q1 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-1.88K- 45.67% |
$168K - $189K
|
2.24K
$250K
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-1.9K- 43.08% |
$169K - $191K
|
2.5K
$280K
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.99K- 7.91% |
$178K - $201K
|
23.2K
$2.59M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2K- 4.2% |
$179K - $202K
|
45.7K
$5.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-2.23K- 4.52% |
$199K - $224K
|
47K
$5.25M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.26K- 5.02% |
$202K - $228K
|
42.8K
$4.78M
|
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-2.41K- 1.78% |
$215K - $243K
|
133K
$14.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-2.75K- 35.62% |
$245K - $277K
|
4.97K
$555K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-2.84K- 6.88% |
$253K - $286K
|
38.4K
$4.29M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.32K- 8.67% |
$297K - $335K
|
35K
$3.91M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.34K- 1.74% |
$298K - $337K
|
188K
$21M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.39K- 30.23% |
$303K - $342K
|
7.82K
$873K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.49KClosed |
$312K - $352K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.63K- 7.68% |
$324K - $366K
|
43.7K
$4.88M
|