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
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-401- 0.27% |
$37.8K - $42K
|
146K
$16.7M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-417- 6.03% |
$39.3K - $43.7K
|
6.5K
$741K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-438- 1.47% |
$41.3K - $45.9K
|
29.4K
$3.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-465- 1.83% |
$43.8K - $48.7K
|
25K
$2.85M
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-505- 12.78% |
$47.6K - $52.9K
|
3.45K
$393K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-505- 11.24% |
$47.6K - $52.9K
|
3.99K
$454K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-510- 49.61% |
$48.1K - $53.4K
|
518
$59K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-551- 11.51% |
$51.9K - $57.7K
|
4.24K
$483K
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-560- 2.21% |
$52.8K - $58.7K
|
24.8K
$2.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-599- 8.54% |
$56.5K - $62.8K
|
6.41K
$731K
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-611- 4.42% |
$57.6K - $64K
|
13.2K
$1.51M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-629- 13.99% |
$59.3K - $65.9K
|
3.87K
$441K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-637- 3.11% |
$60K - $66.7K
|
19.9K
$2.26M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-656- 2.12% |
$61.8K - $68.7K
|
30.2K
$3.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-664- 3.85% |
$62.6K - $69.6K
|
16.6K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-681- 3.71% |
$64.2K - $71.3K
|
17.7K
$2.01M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-696- 5.86% |
$65.6K - $72.9K
|
11.2K
$1.28M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-738- 3.73% |
$69.6K - $77.3K
|
19.1K
$2.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-763- 0.43% |
$71.9K - $79.9K
|
176K
$20M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-782- 1.32% |
$73.7K - $81.9K
|
58.4K
$6.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-808- 2.57% |
$76.2K - $84.7K
|
30.6K
$3.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-810- 14.03% |
$76.4K - $84.9K
|
4.96K
$566K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-840- 3.95% |
$79.2K - $88K
|
20.4K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-848- 7.29% |
$79.9K - $88.8K
|
10.8K
$1.23M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-881- 5.67% |
$83.1K - $92.3K
|
14.7K
$1.67M
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-901- 23.01% |
$84.9K - $94.4K
|
3.01K
$343K
|
|
|
Jul 19, 2024
Q2 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-926- 8.56% |
$87.3K - $97K
|
9.9K
$1.13M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-927- 13.32% |
$87.4K - $97.1K
|
6.04K
$688K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-936- 3.37% |
$88.2K - $98.1K
|
26.8K
$3.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1KClosed |
$94.3K - $105K
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.09K- 4.32% |
$102K - $114K
|
24K
$2.74M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-1.09K- 2.7% |
$103K - $114K
|
39.2K
$4.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.13K- 2.76% |
$106K - $118K
|
39.6K
$4.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.23K- 0.96% |
$115K - $128K
|
127K
$14.5M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.27K- 8.33% |
$119K - $133K
|
13.9K
$1.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.28K- 6.37% |
$120K - $134K
|
18.7K
$2.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.31K- 3.1% |
$124K - $138K
|
41.1K
$4.68M
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.36K- 4.52% |
$128K - $142K
|
28.6K
$3.26M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.44K- 0.95% |
$136K - $151K
|
150K
$17.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.57K- 27.21% |
$148K - $164K
|
4.2K
$479K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.66K- 20.72% |
$157K - $174K
|
6.36K
$724K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.69K- 9.88% |
$159K - $177K
|
15.4K
$1.76M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.7K- 18.57% |
$160K - $178K
|
7.44K
$848K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.76K- 3.11% |
$166K - $184K
|
54.8K
$6.25M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.82K- 3.92% |
$172K - $191K
|
44.7K
$5.09M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.96K- 3.26% |
$184K - $205K
|
58K
$6.61M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.99K- 82.91% |
$188K - $209K
|
411
$46.8K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.99K- 15.63% |
$188K - $209K
|
10.8K
$1.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.18K- 20.12% |
$205K - $228K
|
8.63K
$984K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.25K- 2.66% |
$212K - $236K
|
82.3K
$9.38M
|