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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
351+ 1.72% |
$34.3K - $38.2K
|
20.8K
$2.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
341+ 2.3% |
$33.4K - $37.1K
|
15.2K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
308+ 8.53% |
$30.1K - $33.5K
|
3.92K
$446K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
297+ 8.28% |
$29K - $32.3K
|
3.89K
$443K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
288+ 12.78% |
$28.2K - $31.3K
|
2.54K
$290K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
277+ 9.19% |
$27.1K - $30.1K
|
3.29K
$375K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
259+ 3.24% |
$25.3K - $28.2K
|
8.25K
$940K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
247+ 0.62% |
$24.2K - $26.9K
|
40.3K
$4.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
230+ 1.23% |
$22.5K - $25K
|
19K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
229+ 5.12% |
$22.4K - $24.9K
|
4.7K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
204+ 7.79% |
$20K - $22.2K
|
2.82K
$322K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
193+ 2.29% |
$18.9K - $21K
|
8.61K
$981K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
192New |
$18.8K - $20.9K
|
192
$21.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
186+ 9.47% |
$18.2K - $20.2K
|
2.15K
$245K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
185+ 1.73% |
$18.1K - $20.1K
|
10.9K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
179+ 0.7% |
$17.5K - $19.5K
|
25.7K
$2.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
175+ 1.19% |
$17.1K - $19K
|
14.9K
$1.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
169+ 0.7% |
$16.5K - $18.4K
|
24.2K
$2.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
169+ 1.28% |
$16.5K - $18.4K
|
13.4K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
161New |
$15.7K - $17.5K
|
161
$18.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
143+ 55.43% |
$14K - $15.6K
|
401
$45.7K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
140+ 0.95% |
$13.7K - $15.2K
|
14.8K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
139+ 1.19% |
$13.6K - $15.1K
|
11.8K
$1.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
135+ 2.86% |
$13.2K - $14.7K
|
4.85K
$553K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
119+ 0.66% |
$11.6K - $12.9K
|
18.2K
$2.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
112+ 3.39% |
$11K - $12.2K
|
3.41K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
101+ 2.44% |
$9.88K - $11K
|
4.23K
$482K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
86+ 4.02% |
$8.41K - $9.36K
|
2.22K
$253K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
72+ 3.0% |
$7.04K - $7.83K
|
2.47K
$282K
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
67+ 2.09% |
$6.55K - $7.29K
|
3.28K
$374K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
67+ 2.26% |
$6.55K - $7.29K
|
3.04K
$346K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
67New |
$6.55K - $7.29K
|
67
$7.63K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
60+ 1.38% |
$5.87K - $6.53K
|
4.4K
$502K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
60+ 1.44% |
$5.87K - $6.53K
|
4.22K
$480K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
58+ 0.22% |
$5.67K - $6.31K
|
26.9K
$3.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
54+ 0.23% |
$5.28K - $5.87K
|
23.7K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
53+ 1.56% |
$5.18K - $5.77K
|
3.46K
$394K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41+ 2.69% |
$4.01K - $4.46K
|
1.57K
$178K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
39+ 0.72% |
$3.81K - $4.24K
|
5.49K
$625K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
38+ 0.39% |
$3.72K - $4.13K
|
9.72K
$1.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
35+ 0.68% |
$3.42K - $3.81K
|
5.22K
$595K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
30+ 0.63% |
$2.93K - $3.26K
|
4.78K
$544K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
29New |
$2.84K - $3.15K
|
29
$3.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
29+ 6.3% |
$2.84K - $3.15K
|
489
$55.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
26+ 0.33% |
$2.54K - $2.83K
|
7.91K
$901K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
23+ 1.14% |
$2.25K - $2.5K
|
2.04K
$233K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
20+ 0.05% |
$1.96K - $2.18K
|
39.3K
$4.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
19+ 0.32% |
$1.86K - $2.07K
|
5.94K
$677K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
18+ 0.32% |
$1.76K - $1.96K
|
5.71K
$650K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
18+ 0.31% |
$1.76K - $1.96K
|
5.81K
$663K
|