Purchases and Sales Made in Q3 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 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
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.09KNew |
$204K - $227K
|
2.09K
$238K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.08KNew |
$203K - $226K
|
2.08K
$237K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.07KNew |
$202K - $225K
|
2.07K
$236K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.06KNew |
$201K - $224K
|
2.06K
$234K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2KNew |
$195K - $217K
|
2K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.95K+ 10.24% |
$191K - $212K
|
21K
$2.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.94KNew |
$190K - $211K
|
1.94K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.94K+ 4.06% |
$190K - $211K
|
49.7K
$5.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.91KNew |
$187K - $207K
|
1.91K
$217K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
1.91KNew |
$186K - $207K
|
1.91K
$217K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.88KNew |
$184K - $205K
|
1.88K
$214K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.86KNew |
$182K - $202K
|
1.86K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.86K+ 11.74% |
$182K - $202K
|
17.7K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.85KNew |
$181K - $202K
|
1.85K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.74K+ 2.97% |
$170K - $189K
|
60.2K
$6.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.71K+ 3.79% |
$167K - $186K
|
46.8K
$5.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.59K+ 5.98% |
$156K - $173K
|
28.2K
$3.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.54K+ 1.88% |
$151K - $168K
|
83.5K
$9.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.49K+ 4.56% |
$146K - $162K
|
34.1K
$3.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.45K+ 24.14% |
$142K - $157K
|
7.44K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.38K+ 3.43% |
$135K - $151K
|
41.7K
$4.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.38K+ 7.79% |
$135K - $150K
|
19K
$2.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.35K+ 3.8% |
$132K - $147K
|
36.8K
$4.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.16K+ 2.3% |
$114K - $126K
|
51.7K
$5.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.16K+ 8.29% |
$113K - $126K
|
15.1K
$1.72M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 10.81% |
$108K - $120K
|
11.3K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.06K+ 12.29% |
$104K - $115K
|
9.68K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.02K+ 25.35% |
$99.8K - $111K
|
5.04K
$575K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.01K+ 26.29% |
$98.3K - $109K
|
4.83K
$550K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$97.8K - $109K
|
1K
$114K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
884New |
$86.5K - $96.2K
|
884
$101K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
840+ 31.32% |
$82.2K - $91.4K
|
3.52K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
790+ 19.18% |
$77.3K - $85.9K
|
4.91K
$559K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
739New |
$72.3K - $80.4K
|
739
$84.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
721+ 17.17% |
$70.5K - $78.4K
|
4.92K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
668+ 65.36% |
$65.3K - $72.7K
|
1.69K
$193K
|
|
|
Nov 13, 2024
Q3 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
652+ 9.94% |
$63.8K - $70.9K
|
7.21K
$822K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
629+ 1.83% |
$61.5K - $68.4K
|
34.9K
$3.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
623+ 3.05% |
$60.9K - $67.8K
|
21K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
623New |
$60.9K - $67.8K
|
623
$71K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
621New |
$60.7K - $67.6K
|
621
$70.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
606+ 3.8% |
$59.3K - $65.9K
|
16.5K
$1.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
571+ 2.86% |
$55.8K - $62.1K
|
20.5K
$2.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
537New |
$52.5K - $58.4K
|
537
$61.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
478+ 8.75% |
$46.8K - $52K
|
5.94K
$677K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
473+ 5.48% |
$46.3K - $51.5K
|
9.11K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
442+ 11.88% |
$43.2K - $48.1K
|
4.16K
$474K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
428+ 23.8% |
$41.9K - $46.6K
|
2.23K
$254K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
422+ 0.4% |
$41.3K - $45.9K
|
105K
$12M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
359+ 0.83% |
$35.1K - $39.1K
|
43.4K
$4.94M
|