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
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.8K- 21.71% |
$339K - $383K
|
13.7K
$1.55M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.84K- 21.7% |
$343K - $388K
|
13.9K
$1.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.15K- 11.21% |
$370K - $418K
|
32.9K
$3.71M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-4.38K- 98.29% |
$391K - $442K
|
76
$8.57K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4.72K- 8.99% |
$421K - $476K
|
47.8K
$5.39M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-4.81K- 20.05% |
$429K - $484K
|
19.2K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.26K- 21.97% |
$470K - $531K
|
18.7K
$2.11M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.77K- 2.87% |
$515K - $581K
|
196K
$22.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-5.9K- 21.68% |
$527K - $595K
|
21.3K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-6.49K- 26.14% |
$580K - $655K
|
18.3K
$2.07M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.98K- 8.09% |
$623K - $703K
|
79.3K
$8.94M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7.88K- 2.91% |
$703K - $794K
|
263K
$29.7M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.14K- 5.97% |
$727K - $821K
|
128K
$14.5M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-8.18K- 16.76% |
$730K - $825K
|
40.6K
$4.58M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-8.4K- 80.24% |
$750K - $847K
|
2.07K
$233K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-9.99K- 4.57% |
$892K - $1.01M
|
209K
$23.5M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.1K- 20.05% |
$900K - $1.02M
|
40.2K
$4.54M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.4K- 7.84% |
$1.11M - $1.25M
|
146K
$16.5M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.9K- 79.12% |
$1.15M - $1.3M
|
3.4K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.1K- 8.28% |
$1.17M - $1.32M
|
145K
$16.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13.9K- 16.32% |
$1.24M - $1.4M
|
71.3K
$8.05M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.6K- 80.74% |
$1.31M - $1.48M
|
3.49K
$394K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.7K- 33.62% |
$1.31M - $1.48M
|
28.9K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-15K- 76.99% |
$1.34M - $1.52M
|
4.49K
$507K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-16.2K- 9.49% |
$1.45M - $1.64M
|
155K
$17.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-19K- 42.68% |
$1.69M - $1.91M
|
25.5K
$2.88M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.9K- 0.82% |
$1.78M - $2.01M
|
2.42M
$273M
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-20.1K- 10.27% |
$1.79M - $2.02M
|
175K
$19.8M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-20.3K- 74.44% |
$1.81M - $2.04M
|
6.96K
$785K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-22.1K- 61.88% |
$1.97M - $2.22M
|
13.6K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-23.9K- 99.41% |
$2.14M - $2.41M
|
143
$16.1K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-24.2K- 4.7% |
$2.16M - $2.44M
|
490K
$55.3M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-30.8K- 98.7% |
$2.75M - $3.1M
|
404
$45.6K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-43.6K- 2.61% |
$3.9M - $4.4M
|
1.63M
$184M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-45.1K- 4.29% |
$4.03M - $4.55M
|
1.01M
$113M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-49.8K- 6.62% |
$4.45M - $5.02M
|
703K
$79.3M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-60.4K- 16.35% |
$5.39M - $6.09M
|
309K
$34.9M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-81.2K- 23.98% |
$7.24M - $8.18M
|
257K
$29M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-104K- 93.34% |
$9.28M - $10.5M
|
7.42K
$836K
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-118K- 68.87% |
$10.6M - $11.9M
|
53.5K
$6.03M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-168K- 44.29% |
$15M - $16.9M
|
211K
$23.8M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-212K- 4.46% |
$19M - $21.4M
|
4.55M
$513M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-304K- 16.26% |
$27.1M - $30.6M
|
1.57M
$177M
|