Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 08, 2024 Q3 2023
Syntrinsic LLC

Denver, CO
BUY
 -
793K
New
$64.1M - $69.2M
793K $88.5M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
656K
New
$53M - $57.3M
656K $73.2M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
127K
New
$10.3M - $11.1M
127K $14.2M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
97.4K
+ 16.37%
$7.87M - $8.5M
693K $77.3M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
90.1K
+ 906.22%
$7.27M - $7.86M
100K $11.2M
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
83.6K
+ 28.85%
$6.75M - $7.29M
373K $41.6M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
81.2K
+ 1.84%
$6.56M - $7.09M
4.49M $501M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
68.6K
New
$5.54M - $5.99M
68.6K $7.65M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
44.4K
+ 10.94%
$3.58M - $3.87M
450K $50.2M
Oct 27, 2023 Q3 2023
Dunhill Financial, LLC

London, X0
BUY
 -
36.8K
+ 15.52%
$2.97M - $3.21M
274K $30.5M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
30.7K
New
$2.48M - $2.68M
30.7K $3.43M
Nov 14, 2023 Q3 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
27.8K
+ 2.78%
$2.24M - $2.42M
1.03M $115M
Nov 14, 2023 Q3 2023
Two Sigma Investments, LP

New York, NY
BUY
 -
24.6K
New
$1.99M - $2.15M
24.6K $2.74M
Nov 15, 2023 Q3 2023
Financial Gravity Asset Management, Inc.

BUY
 -
22.3K
+ 1287.49%
$1.8M - $1.95M
24.1K $2.68M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
21.8K
New
$1.76M - $1.9M
21.8K $2.43M
Nov 09, 2023 Q3 2023
Prism Advisors, Inc.

BUY
 -
18.5K
+ 186.18%
$1.49M - $1.61M
28.4K $3.17M
Nov 07, 2023 Q3 2023
Trillium Asset Management, LLC

Boston, MA
BUY
 -
15.7K
+ 30.42%
$1.26M - $1.37M
67.1K $7.49M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
14.9K
New
$1.21M - $1.3M
14.9K $1.67M
Oct 17, 2023 Q3 2023
Cx Institutional

BUY
 -
11.4K
+ 47.31%
$920K - $994K
35.5K $3.95M
Nov 14, 2023 Q3 2023
Rogco, LP

Claremore, OK
BUY
 -
10K
New
$808K - $873K
10K $1.12M
Nov 13, 2023 Q3 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
9.8K
New
$792K - $855K
9.8K $1.09M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
9K
+ 21.8%
$727K - $785K
50.3K $5.6M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
8.56K
New
$691K - $747K
8.56K $955K
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
8.56K
+ 13.15%
$691K - $747K
73.6K $8.21M
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
7.45K
New
$602K - $650K
7.45K $831K
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
6.85K
+ 72.94%
$553K - $597K
16.2K $1.81M
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
6.77K
+ 24.88%
$547K - $591K
34K $3.79M
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
5.28K
+ 7.74%
$426K - $461K
73.5K $8.2M
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
4.87K
+ 169.58%
$394K - $425K
7.75K $864K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
4.27K
+ 14.41%
$345K - $373K
33.9K $3.78M
Oct 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
3.87K
New
$312K - $337K
3.87K $431K
Oct 12, 2023 Q3 2023
Sage Financial Management Group, Inc.

BUY
 -
3.75K
New
$303K - $327K
3.75K $418K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
3.61K
+ 14.39%
$291K - $315K
28.7K $3.2M
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
3.52K
+ 6.28%
$285K - $307K
59.6K $6.64M
Oct 31, 2023 Q3 2023
Wealth Advisors Of Tampa Bay, LLC

BUY
 -
3.43K
New
$277K - $299K
3.43K $382K
Nov 09, 2023 Q3 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
3.11K
+ 8.9%
$251K - $271K
38K $4.24M
Oct 19, 2023 Q3 2023
Birch Hill Investment Advisors LLC

BUY
 -
3.1K
New
$251K - $271K
3.1K $346K
Oct 26, 2023 Q3 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
3.1K
New
$250K - $271K
3.1K $346K
Nov 14, 2023 Q3 2023
Sei Investments CO

Oaks, PA
BUY
 -
3.06K
+ 0.87%
$247K - $267K
357K $39.8M
Oct 13, 2023 Q3 2023
Tennessee Valley Asset Management Partners

BUY
 -
2.94K
New
$237K - $256K
2.94K $328K
Nov 13, 2023 Q3 2023
Evoke Wealth, LLC

BUY
 -
2.61K
New
$211K - $228K
2.61K $291K
Nov 13, 2023 Q3 2023
Bbr Partners, LLC

New York, NY
BUY
 -
2.54K
+ 13.44%
$205K - $222K
21.4K $2.39M
Nov 06, 2023 Q3 2023
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
2.51K
+ 9.45%
$203K - $219K
29.1K $3.24M
Nov 14, 2023 Q3 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
2.5K
+ 52.08%
$202K - $218K
7.3K $814K
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
2.49K
New
$201K - $217K
2.49K $277K
Nov 13, 2023 Q3 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
2.46K
New
$199K - $215K
2.46K $274K
Oct 18, 2023 Q3 2023
Gemmer Asset Management LLC

BUY
 -
2.4K
+ 2.32%
$194K - $209K
106K $11.8M
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

BUY
 -
2.39K
+ 10.4%
$193K - $208K
25.3K $2.83M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
2.32K
New
$188K - $203K
2.32K $259K

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