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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.48KNew |
$193K - $226K
|
2.48K
$274K
|
|
|
Feb 07, 2024
Q4 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
2.44KNew |
$189K - $222K
|
2.44K
$269K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.41KNew |
$187K - $220K
|
2.41K
$266K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.41K+ 22.37% |
$187K - $220K
|
13.2K
$1.45M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.4KNew |
$187K - $219K
|
2.4K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.34KNew |
$182K - $213K
|
2.34K
$258K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$182K - $213K
|
2.34K
$258K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.34K+ 47.17% |
$182K - $213K
|
7.29K
$804K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.3K+ 8.92% |
$179K - $210K
|
28.1K
$3.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
2.28KNew |
$177K - $208K
|
2.28K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.27K+ 16.16% |
$176K - $207K
|
16.3K
$1.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.25KNew |
$175K - $205K
|
2.25K
$248K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
2.23KNew |
$174K - $204K
|
2.23K
$246K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.17K+ 24.02% |
$169K - $198K
|
11.2K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.16K+ 11.78% |
$168K - $197K
|
20.4K
$2.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.1K+ 6.02% |
$163K - $192K
|
37K
$4.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.1K+ 4.38% |
$163K - $191K
|
50K
$5.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.04KNew |
$159K - $186K
|
2.04K
$226K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.85KNew |
$144K - $169K
|
1.85K
$204K
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
1.76KNew |
$137K - $160K
|
1.76K
$194K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
1.7K+ 26.63% |
$132K - $155K
|
8.1K
$895K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.69K+ 12.21% |
$132K - $154K
|
15.5K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.68K+ 10.2% |
$131K - $154K
|
18.2K
$2.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.66K+ 2.58% |
$129K - $152K
|
66.2K
$7.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.65K+ 21.61% |
$128K - $151K
|
9.3K
$1.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.65K+ 16.43% |
$128K - $150K
|
11.7K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.64K+ 5.36% |
$127K - $149K
|
32.2K
$3.56M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.59K+ 12.12% |
$124K - $145K
|
14.7K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.59K+ 18.53% |
$124K - $145K
|
10.2K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.55K+ 13.77% |
$120K - $141K
|
12.8K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.54K+ 3.57% |
$120K - $141K
|
44.8K
$4.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.46K+ 4.6% |
$114K - $133K
|
33.2K
$3.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
1.45K+ 3.65% |
$113K - $133K
|
41.2K
$4.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.45K+ 3.67% |
$113K - $132K
|
40.9K
$4.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.4K+ 5.62% |
$109K - $128K
|
26.3K
$2.91M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.33K+ 5.64% |
$103K - $121K
|
24.8K
$2.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.31K+ 3.11% |
$102K - $119K
|
43.3K
$4.78M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.27K+ 32.93% |
$99K - $116K
|
5.14K
$567K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 46.77% |
$98.6K - $116K
|
3.98K
$439K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.24K+ 15.12% |
$96.6K - $113K
|
9.45K
$1.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.23KNew |
$95.6K - $112K
|
1.23K
$136K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.13K+ 14.16% |
$87.5K - $103K
|
9.07K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.12KNew |
$86.9K - $102K
|
1.12K
$123K
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
1.12K+ 6.89% |
$86.8K - $102K
|
17.3K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.12K+ 0.58% |
$86.7K - $102K
|
192K
$21.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.1K+ 10.27% |
$85.7K - $101K
|
11.8K
$1.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.05K+ 21.9% |
$81.2K - $95.3K
|
5.82K
$642K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
1.03K+ 21.67% |
$79.9K - $93.8K
|
5.77K
$637K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 7.26% |
$79.3K - $93.1K
|
15.1K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1K+ 4.2% |
$77.9K - $91.4K
|
24.8K
$2.74M
|