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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
159+ 1.62% |
$15K - $16.7K
|
9.98K
$1.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
157+ 1.86% |
$14.8K - $16.4K
|
8.62K
$952K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
153+ 6.09% |
$14.4K - $16K
|
2.67K
$294K
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
149+ 1.66% |
$14K - $15.6K
|
9.14K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
138+ 1.28% |
$13K - $14.5K
|
10.9K
$1.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
135+ 16.77% |
$12.7K - $14.1K
|
940
$104K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
133+ 0.33% |
$12.5K - $13.9K
|
40.8K
$4.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
130+ 0.32% |
$12.3K - $13.6K
|
40.3K
$4.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
123+ 100.0% |
$11.6K - $12.9K
|
246
$27.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
116+ 1.27% |
$10.9K - $12.2K
|
9.25K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
103+ 2.94% |
$9.71K - $10.8K
|
3.61K
$399K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
103+ 3.31% |
$9.71K - $10.8K
|
3.22K
$355K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
102+ 5.05% |
$9.62K - $10.7K
|
2.12K
$234K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
100+ 0.36% |
$9.43K - $10.5K
|
28.1K
$3.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
98+ 0.32% |
$9.24K - $10.3K
|
30.4K
$3.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
94+ 0.56% |
$8.86K - $9.85K
|
16.9K
$1.87M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
93New |
$8.77K - $9.74K
|
93
$10.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
90+ 0.77% |
$8.48K - $9.43K
|
11.7K
$1.29M
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
89New |
$8.39K - $9.32K
|
89
$9.83K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
89+ 4.71% |
$8.39K - $9.32K
|
1.98K
$218K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
88New |
$8.3K - $9.22K
|
88
$9.72K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
82+ 0.14% |
$7.73K - $8.59K
|
60.3K
$6.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
78+ 0.31% |
$7.35K - $8.17K
|
25.6K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
75New |
$7.07K - $7.86K
|
75
$8.28K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
75+ 2.01% |
$7.07K - $7.86K
|
3.81K
$420K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
74+ 1.6% |
$6.98K - $7.75K
|
4.71K
$520K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
67+ 2.63% |
$6.32K - $7.02K
|
2.62K
$289K
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
63+ 0.27% |
$5.94K - $6.6K
|
23.2K
$2.57M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
60+ 136.36% |
$5.66K - $6.29K
|
104
$11.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
60+ 0.09% |
$5.66K - $6.29K
|
69.2K
$7.64M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
60+ 1.62% |
$5.66K - $6.29K
|
3.75K
$415K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
57+ 0.91% |
$5.37K - $5.97K
|
6.3K
$696K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
53+ 0.21% |
$5K - $5.55K
|
25.3K
$2.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
47+ 0.77% |
$4.43K - $4.92K
|
6.12K
$675K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
42+ 0.09% |
$3.96K - $4.4K
|
47.8K
$5.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
39New |
$3.68K - $4.09K
|
39
$4.31K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
31+ 0.09% |
$2.92K - $3.25K
|
35.4K
$3.91M
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
29+ 1.3% |
$2.73K - $3.04K
|
2.25K
$249K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
27+ 0.71% |
$2.55K - $2.83K
|
3.84K
$424K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
27+ 0.22% |
$2.55K - $2.83K
|
12.5K
$1.38M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
27+ 0.54% |
$2.55K - $2.83K
|
5.07K
$559K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
27+ 0.2% |
$2.55K - $2.83K
|
13.5K
$1.49M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
24+ 0.71% |
$2.26K - $2.51K
|
3.4K
$376K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
22New |
$2.07K - $2.3K
|
22
$2.43K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20New |
$1.89K - $2.1K
|
20
$2.21K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
19+ 0.03% |
$1.79K - $1.99K
|
71.9K
$7.94M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
18+ 0.05% |
$1.7K - $1.89K
|
36K
$3.97M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
17+ 0.82% |
$1.6K - $1.78K
|
2.1K
$232K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
13+ 0.22% |
$1.23K - $1.36K
|
5.8K
$640K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
12+ 0.21% |
$1.13K - $1.26K
|
5.69K
$628K
|