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 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-73- 13.77% |
$7.14K - $7.94K
|
457
$52.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-79- 0.73% |
$7.73K - $8.59K
|
10.7K
$1.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-80- 0.32% |
$7.82K - $8.7K
|
24.9K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-82- 0.27% |
$8.02K - $8.92K
|
30.4K
$3.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-82- 2.45% |
$8.02K - $8.92K
|
3.26K
$372K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-84- 2.88% |
$8.22K - $9.14K
|
2.83K
$322K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-89- 1.06% |
$8.71K - $9.68K
|
8.33K
$949K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-98- 2.08% |
$9.59K - $10.7K
|
4.61K
$525K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-98- 4.62% |
$9.59K - $10.7K
|
2.02K
$230K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-99- 0.14% |
$9.68K - $10.8K
|
71.9K
$8.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-99- 4.6% |
$9.68K - $10.8K
|
2.05K
$234K
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 28.57% |
$9.78K - $10.9K
|
250
$28.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-100- 1.54% |
$9.78K - $10.9K
|
6.4K
$730K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-102- 3.86% |
$9.98K - $11.1K
|
2.54K
$290K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-102- 3.21% |
$9.98K - $11.1K
|
3.08K
$351K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-104- 4.09% |
$10.2K - $11.3K
|
2.44K
$278K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-104- 1.65% |
$10.2K - $11.3K
|
6.2K
$706K
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-107- 3.99% |
$10.5K - $11.6K
|
2.58K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-109- 2.2% |
$10.7K - $11.9K
|
4.85K
$552K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-110- 46.81% |
$10.8K - $12K
|
125
$14.2K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-111- 3.11% |
$10.9K - $12.1K
|
3.46K
$394K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-115- 12.88% |
$11.2K - $12.5K
|
778
$88.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-122- 1.13% |
$11.9K - $13.3K
|
10.7K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-127- 6.34% |
$12.4K - $13.8K
|
1.88K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-146- 3.32% |
$14.3K - $15.9K
|
4.25K
$485K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-155- 5.6% |
$15.2K - $16.9K
|
2.62K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
SELL
|
- |
-164- 4.23% |
$16K - $17.8K
|
3.72K
$423K
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-169- 3.16% |
$16.5K - $18.4K
|
5.19K
$591K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-177- 2.11% |
$17.3K - $19.3K
|
8.21K
$936K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-178- 5.33% |
$17.4K - $19.4K
|
3.16K
$360K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-182- 4.71% |
$17.8K - $19.8K
|
3.69K
$420K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-182- 3.6% |
$17.8K - $19.8K
|
4.87K
$555K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-191- 3.01% |
$18.7K - $20.8K
|
6.17K
$703K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-191- 1.13% |
$18.7K - $20.8K
|
16.7K
$1.91M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 12.59% |
$19.6K - $21.8K
|
1.39K
$158K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-212- 5.42% |
$20.7K - $23.1K
|
3.7K
$421K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-213- 0.57% |
$20.8K - $23.2K
|
37.5K
$4.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-216- 0.79% |
$21.1K - $23.5K
|
27.1K
$3.09M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-216- 9.14% |
$21.1K - $23.5K
|
2.15K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-224- 1.35% |
$21.9K - $24.4K
|
16.4K
$1.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-233- 1.39% |
$22.8K - $25.3K
|
16.6K
$1.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-234- 2.92% |
$22.9K - $25.5K
|
7.77K
$885K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-235- 2.79% |
$23K - $25.6K
|
8.19K
$933K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-242- 3.23% |
$23.7K - $26.3K
|
7.25K
$826K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-261- 1.94% |
$25.5K - $28.4K
|
13.2K
$1.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-277- 9.4% |
$27.1K - $30.1K
|
2.67K
$304K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-278- 2.86% |
$27.2K - $30.2K
|
9.45K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-280- 6.5% |
$27.4K - $30.5K
|
4.03K
$459K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-283- 1.84% |
$27.7K - $30.8K
|
15.1K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-295- 0.46% |
$28.9K - $32.1K
|
64.1K
$7.31M
|