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 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-299- 15.12% |
$29.2K - $32.5K
|
1.68K
$191K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-303- 1.74% |
$29.6K - $33K
|
17.1K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-304- 10.72% |
$29.7K - $33.1K
|
2.53K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-305- 8.2% |
$29.8K - $33.2K
|
3.42K
$389K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-307- 1.24% |
$30K - $33.4K
|
24.5K
$2.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-312- 2.5% |
$30.5K - $33.9K
|
12.2K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-322- 6.22% |
$31.5K - $35K
|
4.86K
$553K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-324- 9.15% |
$31.7K - $35.2K
|
3.22K
$367K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-329- 11.44% |
$32.2K - $35.8K
|
2.55K
$290K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-331- 4.09% |
$32.4K - $36K
|
7.76K
$884K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-336- 2.48% |
$32.9K - $36.6K
|
13.2K
$1.5M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-346- 0.92% |
$33.8K - $37.6K
|
37.2K
$4.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-351- 15.83% |
$34.3K - $38.2K
|
1.87K
$213K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-360- 3.34% |
$35.2K - $39.2K
|
10.4K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-360- 9.59% |
$35.2K - $39.2K
|
3.39K
$387K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-363- 4.32% |
$35.5K - $39.5K
|
8.04K
$916K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-370- 16.04% |
$36.2K - $40.3K
|
1.94K
$221K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-371- 12.95% |
$36.3K - $40.4K
|
2.49K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-377- 11.53% |
$36.9K - $41K
|
2.89K
$330K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-389- 3.48% |
$38K - $42.3K
|
10.8K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-392- 14.31% |
$38.3K - $42.6K
|
2.35K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-419- 1.96% |
$41K - $45.6K
|
20.9K
$2.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-434- 1.69% |
$42.4K - $47.2K
|
25.2K
$2.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-471- 5.83% |
$46.1K - $51.2K
|
7.61K
$867K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-473- 8.14% |
$46.3K - $51.5K
|
5.34K
$608K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-489- 4.96% |
$47.8K - $53.2K
|
9.38K
$1.07M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-495- 26.76% |
$48.4K - $53.9K
|
1.36K
$154K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-514- 2.82% |
$50.3K - $55.9K
|
17.7K
$2.02M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-519- 12.61% |
$50.8K - $56.5K
|
3.6K
$410K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-523- 13.12% |
$51.2K - $56.9K
|
3.46K
$395K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-551- 4.85% |
$53.9K - $59.9K
|
10.8K
$1.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-560- 10.41% |
$54.8K - $60.9K
|
4.82K
$549K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-585- 3.99% |
$57.2K - $63.6K
|
14.1K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-601- 3.1% |
$58.8K - $65.4K
|
18.8K
$2.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-620- 6.62% |
$60.6K - $67.4K
|
8.75K
$996K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-633- 5.78% |
$61.9K - $68.9K
|
10.3K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-642- 8.35% |
$62.8K - $69.8K
|
7.05K
$803K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-660- 57.14% |
$64.6K - $71.8K
|
495
$56.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-732- 6.09% |
$71.6K - $79.6K
|
11.3K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-735- 6.82% |
$71.9K - $80K
|
10K
$1.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-751- 3.03% |
$73.5K - $81.7K
|
24.1K
$2.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-790- 6.03% |
$77.3K - $85.9K
|
12.3K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-794- 1.51% |
$77.7K - $86.4K
|
51.8K
$5.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-797- 6.03% |
$78K - $86.7K
|
12.4K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-807- 4.06% |
$78.9K - $87.8K
|
19.1K
$2.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-809- 9.85% |
$79.1K - $88K
|
7.41K
$844K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-845- 18.8% |
$82.6K - $91.9K
|
3.65K
$416K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-858- 2.17% |
$83.9K - $93.3K
|
38.8K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-867- 0.59% |
$84.8K - $94.3K
|
145K
$16.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-919- 9.62% |
$89.9K - $100K
|
8.63K
$984K
|