Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.4KNew |
$575K - $675K
|
7.4K
$817K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
7.35KNew |
$571K - $671K
|
7.35K
$812K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
7.24K+ 25.26% |
$563K - $661K
|
35.9K
$3.97M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.93K+ 12.85% |
$539K - $632K
|
60.9K
$6.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.64K+ 5.12% |
$516K - $605K
|
136K
$15.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.59K+ 3.38% |
$512K - $601K
|
201K
$22.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.53K+ 8.33% |
$508K - $596K
|
84.9K
$9.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.46KNew |
$502K - $589K
|
6.46K
$713K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.42K+ 169.33% |
$499K - $586K
|
10.2K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.04KNew |
$469K - $551K
|
6.04K
$666K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.77K+ 27.23% |
$448K - $526K
|
26.9K
$2.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.24K+ 3.42% |
$407K - $478K
|
159K
$17.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
5.02K+ 27.16% |
$390K - $458K
|
23.5K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.65K+ 6.32% |
$361K - $424K
|
78.2K
$8.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.55K+ 46.41% |
$353K - $415K
|
14.3K
$1.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
4.45K+ 9.93% |
$346K - $406K
|
49.2K
$5.43M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
4.4KNew |
$342K - $401K
|
4.4K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.37KNew |
$340K - $399K
|
4.37K
$483K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.35KNew |
$338K - $397K
|
4.35K
$480K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.28K+ 53.85% |
$333K - $391K
|
12.2K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
4.25KNew |
$330K - $387K
|
4.25K
$469K
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
4.23K+ 21.43% |
$329K - $386K
|
24K
$2.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.2K+ 45.06% |
$327K - $383K
|
13.5K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.2K+ 23.84% |
$327K - $383K
|
21.8K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
4.18KNew |
$325K - $381K
|
4.18K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.16KNew |
$324K - $380K
|
4.16K
$460K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
4.09KNew |
$318K - $373K
|
4.09K
$452K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.08K+ 5.77% |
$317K - $372K
|
74.7K
$8.25M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4K+ 13.84% |
$311K - $365K
|
32.9K
$3.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.83K+ 71.47% |
$297K - $349K
|
9.18K
$1.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.61K+ 12.68% |
$280K - $329K
|
32K
$3.54M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.5KNew |
$272K - $319K
|
3.5K
$386K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
3.5KNew |
$272K - $319K
|
3.5K
$386K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.45KNew |
$268K - $314K
|
3.45K
$381K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
3.41K+ 15.37% |
$265K - $311K
|
25.6K
$2.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
3.28K+ 7.38% |
$255K - $299K
|
47.7K
$5.27M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
3.26KNew |
$253K - $297K
|
3.26K
$359K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
3.23K+ 11.79% |
$251K - $295K
|
30.6K
$3.38M
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3.18KNew |
$247K - $290K
|
3.18K
$351K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.08KNew |
$239K - $281K
|
3.08K
$340K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.97KNew |
$231K - $271K
|
2.97K
$328K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.95KNew |
$229K - $269K
|
2.95K
$325K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.91K+ 16.6% |
$226K - $265K
|
20.4K
$2.26M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.84K+ 9.29% |
$221K - $259K
|
33.4K
$3.69M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.73KNew |
$212K - $249K
|
2.73K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.72K+ 26.51% |
$211K - $248K
|
13K
$1.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
2.65KNew |
$206K - $242K
|
2.65K
$292K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.57KNew |
$200K - $235K
|
2.57K
$284K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.55KNew |
$198K - $233K
|
2.55K
$282K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
2.54KNew |
$198K - $232K
|
2.54K
$281K
|