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 |
---|---|---|---|---|---|---|---|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.79K+ 11.2% |
$357K - $397K
|
37.6K
$4.15M
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.75KNew |
$354K - $393K
|
3.75K
$415K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.75KNew |
$354K - $393K
|
3.75K
$414K
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.72KNew |
$351K - $390K
|
3.72K
$411K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.67K+ 1.43% |
$346K - $384K
|
261K
$28.8M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.57K+ 1.36% |
$337K - $374K
|
266K
$29.4M
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.57KNew |
$337K - $374K
|
3.57K
$395K
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.57K+ 53.93% |
$337K - $374K
|
10.2K
$1.13M
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.55K+ 7.56% |
$335K - $372K
|
50.5K
$5.58M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.44K+ 14.46% |
$324K - $361K
|
27.2K
$3.01M
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.3KNew |
$311K - $346K
|
3.3K
$364K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.25K+ 4.1% |
$306K - $341K
|
82.5K
$9.11M
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
BUY
|
- |
2.86K+ 89.6% |
$270K - $300K
|
6.05K
$668K
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
2.84KNew |
$267K - $297K
|
2.84K
$313K
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.68KNew |
$253K - $281K
|
2.68K
$296K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.64K+ 1.35% |
$249K - $276K
|
198K
$21.9M
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2.64KNew |
$249K - $276K
|
2.64K
$291K
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
2.49K+ 10.78% |
$235K - $261K
|
25.6K
$2.83M
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
2.26KNew |
$213K - $237K
|
2.26K
$250K
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2.16K+ 426.48% |
$203K - $226K
|
2.66K
$294K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.15K+ 5.16% |
$203K - $225K
|
43.8K
$4.83M
|
|
Aug 13, 2024
Q2 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
2.14K+ 48.26% |
$201K - $224K
|
6.56K
$724K
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.05K+ 2.56% |
$193K - $215K
|
82K
$9.05M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
2.01K+ 5.4% |
$190K - $211K
|
39.3K
$4.34M
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.01KNew |
$189K - $210K
|
2.01K
$222K
|
|
Aug 14, 2024
Q2 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.97KNew |
$185K - $206K
|
1.97K
$217K
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.93KNew |
$182K - $202K
|
1.93K
$213K
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.73K+ 72.58% |
$163K - $181K
|
4.12K
$454K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.73K+ 5.84% |
$163K - $181K
|
31.4K
$3.46M
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.65K+ 11.57% |
$156K - $173K
|
15.9K
$1.76M
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.64K+ 53.3% |
$155K - $172K
|
4.71K
$521K
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.63K+ 4.31% |
$153K - $170K
|
39.3K
$4.34M
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.62K+ 509.75% |
$153K - $170K
|
1.94K
$214K
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.59K+ 8.6% |
$150K - $167K
|
20.1K
$2.22M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.52K+ 0.06% |
$144K - $160K
|
2.42M
$267M
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.5K+ 23.51% |
$141K - $157K
|
7.88K
$870K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.47K+ 7.83% |
$138K - $154K
|
20.2K
$2.23M
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.42K+ 3.4% |
$133K - $148K
|
43K
$4.75M
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.33KNew |
$125K - $139K
|
1.33K
$147K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.32K+ 5.07% |
$124K - $138K
|
27.3K
$3.02M
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.29K+ 41.48% |
$122K - $135K
|
4.4K
$486K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.21K+ 9.32% |
$114K - $127K
|
14.2K
$1.56M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 16.25% |
$114K - $126K
|
8.63K
$953K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.03K+ 4.01% |
$96.9K - $108K
|
26.6K
$2.94M
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.03K+ 2.29% |
$96.8K - $108K
|
45.8K
$5.06M
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.02K+ 13.73% |
$95.8K - $106K
|
8.42K
$930K
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
989+ 4.86% |
$93.2K - $104K
|
21.3K
$2.36M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
961+ 11.19% |
$90.6K - $101K
|
9.55K
$1.05M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
939+ 10.12% |
$88.5K - $98.4K
|
10.2K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
930+ 4.77% |
$87.7K - $97.4K
|
20.4K
$2.25M
|