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
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-2.39K- 28.6% |
$225K - $250K
|
5.96K
$679K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.42K- 1.79% |
$228K - $254K
|
133K
$15.2M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.54K- 10.1% |
$239K - $266K
|
22.6K
$2.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.59K- 8.18% |
$244K - $271K
|
29.1K
$3.31M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.75K- 1.46% |
$259K - $288K
|
186K
$21.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.77K- 29.77% |
$261K - $290K
|
6.53K
$744K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.8K- 46.9% |
$263K - $293K
|
3.16K
$361K
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-2.86K- 58.63% |
$270K - $300K
|
2.02K
$230K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.09K- 88.38% |
$291K - $324K
|
406
$46.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.31K- 7.59% |
$312K - $347K
|
40.4K
$4.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.46K- 17.97% |
$326K - $363K
|
15.8K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.58K- 3.65% |
$337K - $375K
|
94.5K
$10.8M
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.64K- 26.21% |
$343K - $381K
|
10.2K
$1.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.7K- 21.56% |
$349K - $388K
|
13.5K
$1.53M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.81K- 1.82% |
$359K - $399K
|
205K
$23.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.09K- 58.79% |
$385K - $428K
|
2.87K
$326K
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.35K- 61.22% |
$410K - $456K
|
2.76K
$314K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.49K- 31.68% |
$423K - $470K
|
9.68K
$1.1M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-4.78K- 0.68% |
$451K - $501K
|
698K
$79.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.96K- 5.67% |
$467K - $519K
|
82.5K
$9.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.06K- 0.5% |
$477K - $530K
|
1M
$114M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-5.18K- 4.17% |
$488K - $543K
|
119K
$13.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-5.44K- 5.85% |
$512K - $570K
|
87.5K
$9.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-6.3K- 45.99% |
$594K - $660K
|
7.4K
$843K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-6.38K- 29.89% |
$601K - $668K
|
15K
$1.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-7.61K- 56.94% |
$718K - $798K
|
5.76K
$656K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7.81K- 13.06% |
$737K - $819K
|
52K
$5.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.95K- 5.03% |
$749K - $833K
|
150K
$17.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-9.45K- 5.38% |
$890K - $990K
|
166K
$18.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-10.9K- 8.18% |
$1.03M - $1.14M
|
122K
$13.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-13.6K- 33.15% |
$1.28M - $1.42M
|
27.3K
$3.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-15.6K- 44.65% |
$1.47M - $1.64M
|
19.4K
$2.21M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-27.9K- 18.01% |
$2.63M - $2.92M
|
127K
$14.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-30.7K- 5.87% |
$2.9M - $3.22M
|
492K
$56.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-30.7K- 98.34% |
$2.9M - $3.22M
|
519
$59.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-33.5K- 10.82% |
$3.15M - $3.51M
|
276K
$31.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-42.9K- 8.76% |
$4.05M - $4.5M
|
447K
$50.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-72.7K- 21.42% |
$6.85M - $7.61M
|
267K
$30.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-83.7K- 5.13% |
$7.89M - $8.77M
|
1.55M
$176M
|