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 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.97K- 11.19% |
$388K - $432K
|
31.5K
$3.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4K- 13.23% |
$391K - $435K
|
26.2K
$2.99M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.01K- 3.01% |
$392K - $436K
|
129K
$14.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.27K- 88.04% |
$418K - $464K
|
580
$66.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.47K- 9.99% |
$437K - $486K
|
40.2K
$4.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.77K- 17.51% |
$467K - $519K
|
22.5K
$2.56M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-5.09K- 11.11% |
$498K - $554K
|
40.7K
$4.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.28K- 6.42% |
$517K - $575K
|
77K
$8.78M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.31K- 13.17% |
$520K - $578K
|
35K
$3.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-5.52K- 20.57% |
$540K - $600K
|
21.3K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.81K- 3.86% |
$568K - $632K
|
145K
$16.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.24K- 32.52% |
$611K - $679K
|
13K
$1.48M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-6.69K- 65.34% |
$654K - $728K
|
3.55K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.9K- 2.59% |
$675K - $751K
|
260K
$29.6M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.01K- 12.07% |
$685K - $762K
|
51K
$5.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.04K- 1.58% |
$689K - $766K
|
440K
$50.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-7.66K- 51.23% |
$749K - $833K
|
7.29K
$831K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.13K- 5.53% |
$795K - $885K
|
139K
$15.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.26K- 7.08% |
$906K - $1.01M
|
122K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.9K- 2.01% |
$969K - $1.08M
|
482K
$55M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.99K- 4.07% |
$977K - $1.09M
|
235K
$26.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.3K- 8.15% |
$1M - $1.12M
|
116K
$13.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-12.2K- 83.51% |
$1.19M - $1.33M
|
2.41K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 15.12% |
$1.22M - $1.36M
|
70.1K
$7.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.2K- 6.93% |
$1.39M - $1.54M
|
191K
$21.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15.6K- 74.49% |
$1.53M - $1.7M
|
5.36K
$611K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.7K- 1.88% |
$1.54M - $1.71M
|
818K
$93.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-16.1K- 13.2% |
$1.58M - $1.76M
|
106K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.1K- 1.81% |
$1.77M - $1.97M
|
983K
$112M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-20.4K- 10.27% |
$1.99M - $2.22M
|
178K
$20.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20.5K- 46.85% |
$2.01M - $2.23M
|
23.3K
$2.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.7K- 1.34% |
$2.02M - $2.25M
|
1.53M
$174M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.8K- 13.85% |
$2.03M - $2.26M
|
129K
$14.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.8K- 54.84% |
$2.13M - $2.37M
|
18K
$2.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-25.7K- 62.61% |
$2.51M - $2.8M
|
15.4K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-34.3K- 87.88% |
$3.36M - $3.73M
|
4.73K
$539K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-36.1K- 28.37% |
$3.53M - $3.92M
|
91K
$10.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-37.7K- 22.69% |
$3.68M - $4.1M
|
128K
$14.6M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-43.2K- 51.19% |
$4.23M - $4.7M
|
41.2K
$4.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-74.3K- 4.55% |
$7.27M - $8.08M
|
1.56M
$178M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-80.7K- 11.57% |
$7.9M - $8.78M
|
617K
$70.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-161K- 20.04% |
$15.8M - $17.5M
|
644K
$73.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-236K- 9.76% |
$23.1M - $25.7M
|
2.18M
$249M
|