Purchases and Sales Made in Q3 2024 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 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
Oct 28, 2024 Q3 2024
Us Bancorp \De\

BUY
 -
214K
+ 121.86%
$20.9M - $23.3M
390K $43M
Nov 14, 2024 Q3 2024
Morgan Stanley

New York, NY
BUY
 -
105K
+ 2.21%
$10.3M - $11.4M
4.87M $538M
Nov 14, 2024 Q3 2024
Erste Asset Management Gmb H

Vienna, C4
BUY
 -
37.8K
New
$3.69M - $4.11M
37.8K $4.17M
Nov 06, 2024 Q3 2024
Accredited Investors Inc.

BUY
 -
33.1K
+ 699.2%
$3.24M - $3.6M
37.8K $4.18M
Nov 07, 2024 Q3 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
33K
+ 35.43%
$3.22M - $3.59M
126K $13.9M
Nov 25, 2024 Q3 2024
Sanctuary Advisors, LLC

Indianapolis, IN
BUY
 -
30.1K
New
$2.95M - $3.28M
30.1K $3.33M
Oct 10, 2024 Q3 2024
First Affirmative Financial Network

BUY
 -
28.6K
+ 70.19%
$2.8M - $3.11M
69.4K $7.66M
Nov 13, 2024 Q3 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
26.7K
+ 10.24%
$2.61M - $2.91M
288K $31.8M
Oct 31, 2024 Q3 2024
Win Advisors, Inc

BUY
 -
25.4K
New
$2.49M - $2.76M
25.4K $2.81M
Oct 18, 2024 Q3 2024
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
20.9K
+ 4031.6%
$2.05M - $2.28M
21.4K $2.37M
Nov 14, 2024 Q3 2024
Integrated Wealth Concepts LLC

BUY
 -
18.4K
+ 67.37%
$1.8M - $2M
45.7K $5.05M
Nov 13, 2024 Q3 2024
Elios Financial Group Inc.

Westlake, OH
BUY
 -
17.2K
New
$1.69M - $1.88M
17.2K $1.9M
Nov 14, 2024 Q3 2024
Diversified Enterprises, LLC

Wilmington, DE
BUY
 -
17.1K
New
$1.67M - $1.86M
17.1K $1.89M
Oct 02, 2024 Q3 2024
Massmutual Trust CO Fsb

BUY
 -
16.2K
+ 116.86%
$1.58M - $1.76M
30.1K $3.32M
Oct 16, 2024 Q3 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
12.9K
+ 32.26%
$1.26M - $1.4M
52.8K $5.83M
Oct 17, 2024 Q3 2024
Claro Advisors LLC

Boston, MA
BUY
 -
11.9K
+ 447.92%
$1.17M - $1.3M
14.6K $1.61M
Nov 12, 2024 Q3 2024
Sei Investments CO

Oaks, PA
BUY
 -
10.4K
+ 3.76%
$1.01M - $1.13M
286K $31.6M
Oct 24, 2024 Q3 2024
Carret Asset Management, LLC

BUY
 -
10.1K
New
$989K - $1.1M
10.1K $1.12M
Nov 14, 2024 Q3 2024
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
8.79K
+ 5.64%
$860K - $956K
165K $18.2M
Nov 12, 2024 Q3 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
7.38K
+ 1817.73%
$722K - $803K
7.79K $860K
Oct 15, 2024 Q3 2024
Zhang Financial LLC

BUY
 -
7.05K
New
$690K - $767K
7.05K $779K
Nov 07, 2024 Q3 2024
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
6.63K
+ 12.84%
$648K - $721K
58.2K $6.43M
Nov 12, 2024 Q3 2024
Meridian Wealth Management, LLC

BUY
 -
6.47K
New
$633K - $704K
6.47K $714K
Oct 24, 2024 Q3 2024
Gemmer Asset Management LLC

BUY
 -
6.44K
+ 5.34%
$630K - $701K
127K $14M
Oct 31, 2024 Q3 2024
Wood Trust Financial Corp

BUY
 -
6.07K
+ 94.7%
$594K - $660K
12.5K $1.38M
Oct 16, 2024 Q3 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
6.04K
New
$591K - $657K
6.04K $667K
Nov 05, 2024 Q3 2024
Manchester Capital Management LLC

Manchester, VT
BUY
 -
5.85K
+ 4.91%
$572K - $636K
125K $13.8M
Nov 13, 2024 Q3 2024
Mariner, LLC

Overland Park, KS
BUY
 -
4.94K
+ 1.62%
$483K - $538K
309K $34.1M
Oct 25, 2024 Q3 2024
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
4.85K
+ 16.68%
$474K - $528K
33.9K $3.75M
Nov 04, 2024 Q3 2024
Maiden Cove Capital, LLC

Cape Elizabeth, ME
BUY
 -
4.82K
New
$472K - $525K
4.82K $532K
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
4.64K
New
$454K - $505K
4.64K $513K
Nov 07, 2024 Q3 2024
Bip Wealth, LLC

Atlanta, GA
BUY
 -
4.35K
+ 157.89%
$425K - $473K
7.11K $785K
Oct 23, 2024 Q3 2024
Pfg Investments, LLC

Woodbury, NY
BUY
 -
4.32K
+ 4.94%
$423K - $470K
91.8K $10.1M
Nov 07, 2024 Q3 2024
Eq LLC

Mercer Island, WA
BUY
 -
4.31K
New
$421K - $468K
4.31K $475K
Nov 12, 2024 Q3 2024
Jones Financial Companies Lllp

BUY
 -
4.13K
+ 234.64%
$404K - $450K
5.89K $651K
Nov 14, 2024 Q3 2024
Wealthgarden F.S. LLC

El Segundo, CA
BUY
 -
3.93K
New
$385K - $428K
3.93K $434K
Oct 17, 2024 Q3 2024
Sage Financial Management Group, Inc.

BUY
 -
3.7K
New
$362K - $403K
3.7K $409K
Nov 12, 2024 Q3 2024
Sound View Wealth Advisors Group, LLC

BUY
 -
3.5K
New
$342K - $381K
3.5K $386K
Oct 15, 2024 Q3 2024
First Pacific Financial

BUY
 -
3.42K
New
$334K - $372K
3.42K $377K
Nov 14, 2024 Q3 2024
Paradigm Financial Partners, LLC

BUY
 -
3.27K
New
$319K - $355K
3.27K $361K
Nov 14, 2024 Q3 2024
Marshall Wace, LLP

London, X0
BUY
 -
3.17K
New
$310K - $345K
3.17K $350K
Oct 15, 2024 Q3 2024
Grant

BUY
 -
3.08K
+ 26.83%
$301K - $335K
14.5K $1.61M
Nov 12, 2024 Q3 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
2.9K
+ 4.82%
$284K - $316K
63.2K $6.98M
Oct 24, 2024 Q3 2024
Forbes J M & CO LLP

BUY
 -
2.67K
+ 11.48%
$261K - $290K
25.9K $2.86M
Nov 01, 2024 Q3 2024
Assetmark, Inc

BUY
 -
2.57K
+ 6.53%
$251K - $279K
41.9K $4.62M
Nov 14, 2024 Q3 2024
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
2.42K
New
$236K - $263K
2.42K $267K
Nov 08, 2024 Q3 2024
Erickson Financial Group, LLC

Allentown, PA
BUY
 -
2.2K
New
$215K - $239K
2.2K $242K
Oct 31, 2024 Q3 2024
Fingerlakes Wealth Management, Inc.

BUY
 -
2.13K
+ 13.76%
$209K - $232K
17.6K $1.95M
Dec 09, 2024 Q3 2024
Copley Financial Group, Inc.

San Diego, CA
BUY
 -
2.11K
New
$206K - $229K
2.11K $233K

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