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
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-65- 3.44% |
$6.13K - $6.81K
|
1.83K
$208K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-65- 2.68% |
$6.13K - $6.81K
|
2.36K
$269K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-67- 3.24% |
$6.32K - $7.02K
|
2K
$228K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-80- 0.54% |
$7.54K - $8.38K
|
14.7K
$1.67M
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-82- 3.13% |
$7.73K - $8.59K
|
2.54K
$290K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-98- 2.62% |
$9.24K - $10.3K
|
3.64K
$415K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-100- 2.05% |
$9.43K - $10.5K
|
4.79K
$546K
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-106- 0.53% |
$9.99K - $11.1K
|
19.9K
$2.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-108- 0.82% |
$10.2K - $11.3K
|
13.1K
$1.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-108- 0.82% |
$10.2K - $11.3K
|
13.1K
$1.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-118- 4.13% |
$11.1K - $12.4K
|
2.74K
$312K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-124- 0.65% |
$11.7K - $13K
|
19K
$2.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-125- 5.46% |
$11.8K - $13.1K
|
2.17K
$247K
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-130- 1.96% |
$12.3K - $13.6K
|
6.51K
$741K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-131- 3.85% |
$12.3K - $13.7K
|
3.27K
$373K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-131- 4.42% |
$12.3K - $13.7K
|
2.84K
$323K
|
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-142- 2.58% |
$13.4K - $14.9K
|
5.36K
$610K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-148- 3.04% |
$14K - $15.5K
|
4.72K
$538K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-162- 1.16% |
$15.3K - $17K
|
13.9K
$1.58M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-165- 0.2% |
$15.6K - $17.3K
|
84.4K
$9.62M
|
|
|
Jul 12, 2024
Q2 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-169- 1.54% |
$15.9K - $17.7K
|
10.8K
$1.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-170- 8.06% |
$16K - $17.8K
|
1.94K
$221K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-186- 0.39% |
$17.5K - $19.5K
|
47.2K
$5.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 11.6% |
$18.9K - $21K
|
1.52K
$174K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-207- 5.19% |
$19.5K - $21.7K
|
3.79K
$431K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-210- 2.19% |
$19.8K - $22K
|
9.37K
$1.07M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-224- 7.23% |
$21.1K - $23.5K
|
2.88K
$328K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-224- 0.68% |
$21.1K - $23.5K
|
32.6K
$3.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-228- 6.93% |
$21.5K - $23.9K
|
3.06K
$349K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-235- 50.0% |
$22.2K - $24.6K
|
235
$26.8K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-244- 2.6% |
$23K - $25.6K
|
9.16K
$1.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-245- 0.88% |
$23.1K - $25.7K
|
27.7K
$3.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-250- 1.35% |
$23.6K - $26.2K
|
18.2K
$2.08M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-256- 1.02% |
$24.1K - $26.8K
|
24.8K
$2.83M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-259- 10.97% |
$24.4K - $27.1K
|
2.1K
$240K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-263- 1.1% |
$24.8K - $27.6K
|
23.7K
$2.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-271- 9.2% |
$25.5K - $28.4K
|
2.68K
$305K
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-277- 6.34% |
$26.1K - $29K
|
4.09K
$466K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-280- 0.43% |
$26.4K - $29.3K
|
64.4K
$7.34M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-292- 1.64% |
$27.5K - $30.6K
|
17.5K
$2M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-295- 0.87% |
$27.8K - $30.9K
|
33.7K
$3.84M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-329- 2.42% |
$31K - $34.5K
|
13.3K
$1.51M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-332- 4.25% |
$31.3K - $34.8K
|
7.49K
$853K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-334- 3.32% |
$31.5K - $35K
|
9.72K
$1.11M
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-344- 3.93% |
$32.4K - $36K
|
8.4K
$957K
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-351- 14.02% |
$33.1K - $36.8K
|
2.15K
$245K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-374- 4.84% |
$35.3K - $39.2K
|
7.36K
$838K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-380- 1.68% |
$35.8K - $39.8K
|
22.3K
$2.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-397- 1.23% |
$37.4K - $41.6K
|
31.9K
$3.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-400- 4.76% |
$37.7K - $41.9K
|
8K
$912K
|