Purchases and Sales Made in Q2 2024 in Ishares Msci Kld 400 Social Et (DSI)

DSI Quotes by TradingView

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
Aug 12, 2024 Q2 2024
Adviser Investments LLC

BUY
 -
920
+ 12.27%
$86.7K - $96.4K
8.42K $959K
Aug 14, 2024 Q2 2024
Qube Research & Technologies LTD

London, X0
BUY
 -
817
+ 241.72%
$77K - $85.6K
1.16K $132K
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
815
+ 2.43%
$76.8K - $85.4K
34.3K $3.91M
Jul 11, 2024 Q2 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
782
+ 28.07%
$73.7K - $81.9K
3.57K $407K
Aug 07, 2024 Q2 2024
Fingerlakes Wealth Management, Inc.

BUY
 -
766
+ 5.2%
$72.2K - $80.3K
15.5K $1.77M
Jul 23, 2024 Q2 2024
Vicus Capital

State College, PA
BUY
 -
758
+ 4.37%
$71.5K - $79.4K
18.1K $2.06M
Jul 17, 2024 Q2 2024
Romano Brothers And Company

Evanston, IL
BUY
 -
750
+ 10.2%
$70.7K - $78.6K
8.1K $923K
Aug 09, 2024 Q2 2024
Avantax Advisory Services, Inc.

BUY
 -
747
+ 3.21%
$70.4K - $78.3K
24K $2.74M
Aug 13, 2024 Q2 2024
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
737
+ 49.8%
$69.5K - $77.2K
2.22K $253K
Aug 09, 2024 Q2 2024
One Capital Management, LLC

Westlake Village, CA
BUY
 -
719
+ 1.83%
$67.8K - $75.3K
40K $4.56M
Aug 14, 2024 Q2 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
700
+ 14.96%
$66K - $73.3K
5.38K $613K
Aug 14, 2024 Q2 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
669
+ 0.46%
$63.1K - $70.1K
147K $16.7M
Jul 19, 2024 Q2 2024
Accredited Investors Inc.

BUY
 -
651
+ 1.7%
$61.4K - $68.2K
39.1K $4.45M
Jul 23, 2024 Q2 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
620
+ 6.11%
$58.4K - $65K
10.8K $1.23M
Sep 30, 2024 Q2 2024
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
614
New
$57.9K - $64.3K
614 $70K
Jul 25, 2024 Q2 2024
Tempus Wealth Planning, LLC

BUY
 -
567
+ 4.48%
$53.5K - $59.4K
13.2K $1.51M
Aug 14, 2024 Q2 2024
Jsf Financial, LLC

BUY
 -
563
+ 15.78%
$53.1K - $59K
4.13K $471K
Jul 18, 2024 Q2 2024
Gradient Investments LLC

BUY
 -
562
+ 1.08%
$53K - $58.9K
52.6K $6M
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
530
New
$50K - $55.5K
530 $60.4K
Aug 09, 2024 Q2 2024
Neumann Capital Management, LLC

BUY
 -
530
+ 1.52%
$50K - $55.5K
35.5K $4.04M
Jul 29, 2024 Q2 2024
Arkadios Wealth Advisors

BUY
 -
527
+ 15.99%
$49.7K - $55.2K
3.82K $436K
Aug 13, 2024 Q2 2024
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
490
+ 8.63%
$46.2K - $51.3K
6.17K $703K
Aug 01, 2024 Q2 2024
Hilltop Partners LLC

Mishawaka, IN
BUY
 -
470
+ 14.45%
$44.3K - $49.2K
3.72K $424K
Aug 09, 2024 Q2 2024
Conscious Wealth Investments, LLC

Miami Beach, FL
BUY
 -
461
+ 2.82%
$43.5K - $48.3K
16.8K $1.92M
Jul 22, 2024 Q2 2024
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
460
New
$43.4K - $48.2K
460 $52.4K
Aug 12, 2024 Q2 2024
Somerset Group LLC

Wayzata, MN
BUY
 -
430
+ 21.02%
$40.5K - $45.1K
2.48K $282K
Jul 23, 2024 Q2 2024
Keystone Financial Services

BUY
 -
422
+ 5.36%
$39.8K - $44.2K
8.29K $945K
Jul 18, 2024 Q2 2024
Spectrum Planning & Advisory Services Inc.

BUY
 -
406
+ 12.76%
$38.3K - $42.5K
3.59K $409K
Aug 14, 2024 Q2 2024
Integrated Wealth Concepts LLC

BUY
 -
386
+ 1.43%
$36.4K - $40.4K
27.3K $3.11M
Jul 10, 2024 Q2 2024
Buttonwood Financial Group, LLC

BUY
 -
379
+ 7.9%
$35.7K - $39.7K
5.18K $590K
Aug 09, 2024 Q2 2024
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
367
+ 8.94%
$34.6K - $38.5K
4.47K $509K
Jul 15, 2024 Q2 2024
West Financial Advisors, LLC

BUY
 -
364
+ 7.76%
$34.3K - $38.1K
5.05K $576K
Aug 14, 2024 Q2 2024
Jones Financial Companies Lllp

BUY
 -
354
+ 25.16%
$33.4K - $37.1K
1.76K $201K
Jul 12, 2024 Q2 2024
Wealth Management Partners, LLC

BUY
 -
325
+ 2.95%
$30.6K - $34.1K
11.4K $1.29M
Aug 01, 2024 Q2 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
318
+ 7.18%
$30K - $33.3K
4.75K $541K
Aug 14, 2024 Q2 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
314
+ 12.79%
$29.6K - $32.9K
2.77K $316K
Jul 16, 2024 Q2 2024
Gps Wealth Strategies Group, LLC

BUY
 -
310
+ 15.25%
$29.2K - $32.5K
2.34K $267K
Aug 16, 2024 Q2 2024
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
296
+ 11.17%
$27.9K - $31K
2.95K $336K
Jul 23, 2024 Q2 2024
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
294
+ 0.57%
$27.7K - $30.8K
51.6K $5.88M
Jul 19, 2024 Q2 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
287
+ 2.2%
$27.1K - $30.1K
13.3K $1.52M
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
278
+ 18.29%
$26.2K - $29.1K
1.8K $205K
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
273
New
$25.7K - $28.6K
273 $31.1K
Aug 06, 2024 Q2 2024
Beacon Financial Group

BUY
 -
238
+ 7.21%
$22.4K - $24.9K
3.54K $403K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
218
New
$20.6K - $22.8K
218 $24.8K
Jul 10, 2024 Q2 2024
Boston Standard Wealth Management, LLC

BUY
 -
204
+ 1.39%
$19.2K - $21.4K
14.9K $1.69M
Aug 02, 2024 Q2 2024
Sage Financial Group Inc

BUY
 -
201
+ 1.17%
$18.9K - $21.1K
17.4K $1.98M
Aug 09, 2024 Q2 2024
Fairfield Financial Advisors, LTD

Wellesley, MA
BUY
 -
200
New
$18.9K - $21K
200 $22.8K
Aug 06, 2024 Q2 2024
Creative Financial Designs Inc

BUY
 -
187
+ 6.25%
$17.6K - $19.6K
3.18K $362K
Jul 08, 2024 Q2 2024
Myecfo, LLC

La Jolla, CA
BUY
 -
178
+ 5.63%
$16.8K - $18.6K
3.34K $380K

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