Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
212K+ 4.67% |
$20M - $22.3M
|
4.76M
$543M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
212K+ 4.67% |
$20M - $22.3M
|
4.76M
$543M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
78.4KNew |
$7.39M - $8.21M
|
78.4K
$8.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
67.5KNew |
$6.36M - $7.07M
|
67.5K
$7.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66.5K+ 4.25% |
$6.27M - $6.97M
|
1.63M
$186M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
45.1KNew |
$4.25M - $4.72M
|
45.1K
$5.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.2K+ 16.2% |
$3.22M - $3.58M
|
245K
$28M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.1K+ 31.47% |
$2.84M - $3.16M
|
126K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
28K+ 98.67% |
$2.64M - $2.93M
|
56.4K
$6.42M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
26.9KNew |
$2.53M - $2.81M
|
26.9K
$3.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
23.6K+ 44.1% |
$2.22M - $2.47M
|
77.1K
$8.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21KNew |
$1.98M - $2.2M
|
21K
$2.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.3K+ 2.37% |
$1.82M - $2.02M
|
834K
$95M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
14.3K+ 350.2% |
$1.35M - $1.5M
|
18.4K
$2.09M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14K+ 6.87% |
$1.32M - $1.47M
|
218K
$24.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
13.4K+ 1.69% |
$1.26M - $1.4M
|
805K
$91.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.5K+ 17.4% |
$1.18M - $1.31M
|
84.2K
$9.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
12.2K+ 117.55% |
$1.15M - $1.28M
|
22.6K
$2.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.8K+ 14.47% |
$1.11M - $1.23M
|
93K
$10.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.6K+ 8.04% |
$1.09M - $1.21M
|
156K
$17.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.2K+ 39.07% |
$1.05M - $1.17M
|
39.8K
$4.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
10.7KNew |
$1.01M - $1.12M
|
10.7K
$1.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
10.6K+ 9.65% |
$1M - $1.11M
|
121K
$13.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
9.24K+ 36.02% |
$871K - $968K
|
34.9K
$3.97M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
9.19KNew |
$866K - $962K
|
9.19K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.39KNew |
$791K - $879K
|
8.39K
$956K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.05K+ 20651.28% |
$759K - $844K
|
8.09K
$922K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.48K+ 23.09% |
$705K - $784K
|
39.9K
$4.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.21K+ 719.96% |
$680K - $756K
|
8.22K
$936K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.87KNew |
$647K - $719K
|
6.87K
$782K
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
6.41KNew |
$604K - $672K
|
6.41K
$730K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
5.92KNew |
$558K - $620K
|
5.92K
$675K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.84K+ 4.67% |
$550K - $612K
|
131K
$14.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.81KNew |
$548K - $609K
|
5.81K
$662K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.57KNew |
$525K - $583K
|
5.57K
$634K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
5.46K+ 116.42% |
$515K - $572K
|
10.1K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.45KNew |
$514K - $571K
|
5.45K
$621K
|
|
|
Jul 17, 2024
Q2 2024
|
Kbc Group Nv
|
BUY
|
- |
5.43KNew |
$512K - $569K
|
5.43K
$619K
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
4.96KNew |
$467K - $519K
|
4.96K
$565K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.74K+ 11.09% |
$447K - $497K
|
47.5K
$5.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.64K+ 3.19% |
$438K - $486K
|
150K
$17.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
4.52K+ 202.01% |
$426K - $473K
|
6.75K
$769K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.32KNew |
$407K - $453K
|
4.32K
$492K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
4.23K+ 4.11% |
$399K - $443K
|
107K
$12.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
4.12KNew |
$388K - $432K
|
4.12K
$469K
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.06KNew |
$383K - $425K
|
4.06K
$463K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
4.04K+ 54.32% |
$380K - $423K
|
11.5K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.99K+ 1.33% |
$376K - $418K
|
304K
$34.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
3.91KNew |
$369K - $410K
|
3.91K
$445K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
3.84K+ 61.53% |
$362K - $402K
|
10.1K
$1.15M
|