Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
69K+ 56.75% |
$7.41M - $7.98M
|
191K
$21.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8.85K+ 15.2% |
$951K - $1.02M
|
67.1K
$7.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
7.26K+ 116.32% |
$779K - $840K
|
13.5K
$1.51M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.9KNew |
$741K - $798K
|
6.9K
$770K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
5.29KNew |
$568K - $612K
|
5.29K
$591K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.94K+ 13.28% |
$531K - $572K
|
42.2K
$4.71M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
4.58K+ 133.91% |
$492K - $530K
|
8K
$893K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.84K+ 41.28% |
$305K - $328K
|
9.7K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.76K+ 86.47% |
$189K - $204K
|
3.8K
$425K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.71K+ 4.25% |
$183K - $198K
|
41.9K
$4.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.7KNew |
$182K - $196K
|
1.7K
$190K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.61K+ 47.76% |
$173K - $187K
|
4.99K
$557K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.42K+ 8.43% |
$152K - $164K
|
18.2K
$2.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
650+ 20.57% |
$69.8K - $75.2K
|
3.81K
$426K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
462+ 12.32% |
$49.6K - $53.5K
|
4.21K
$471K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
171+ 9.16% |
$18.4K - $19.8K
|
2.04K
$228K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
144+ 1.2% |
$15.5K - $16.7K
|
12.2K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
137+ 5.39% |
$14.7K - $15.9K
|
2.68K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
131+ 2.69% |
$14.1K - $15.2K
|
5K
$559K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
115+ 3.27% |
$12.4K - $13.3K
|
3.64K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
90+ 13.04% |
$9.67K - $10.4K
|
780
$87.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
83+ 1.72% |
$8.92K - $9.6K
|
4.91K
$549K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
24New |
$2.58K - $2.78K
|
24
$2.68K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
14+ 0.29% |
$1.5K - $1.62K
|
4.84K
$540K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8+ 0.4% |
$859 - $926
|
2.02K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
6New |
$644 - $694
|
6
$670
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.3% |
$430 - $463
|
1.32K
$148K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.46% |
$107 - $116
|
217
$24.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2- 0.02% |
$215 - $231
|
10.8K
$1.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-5- 0.13% |
$537 - $579
|
3.71K
$414K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-5- 0.15% |
$537 - $579
|
3.27K
$365K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-7- 3.89% |
$752 - $810
|
173
$19.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-20- 0.25% |
$2.15K - $2.31K
|
8.08K
$902K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-24- 5.25% |
$2.58K - $2.78K
|
433
$48.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-29- 1.2% |
$3.11K - $3.36K
|
2.38K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-45- 0.94% |
$4.83K - $5.21K
|
4.73K
$528K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-53- 0.65% |
$5.69K - $6.13K
|
8.13K
$908K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-61- 1.09% |
$6.55K - $7.06K
|
5.54K
$619K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-68- 3.31% |
$7.3K - $7.87K
|
1.99K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-70- 2.26% |
$7.52K - $8.1K
|
3.02K
$338K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-87- 2.52% |
$9.34K - $10.1K
|
3.36K
$375K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-100- 2.12% |
$10.7K - $11.6K
|
4.63K
$517K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 40.0% |
$10.7K - $11.6K
|
150
$16.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-115- 2.99% |
$12.4K - $13.3K
|
3.73K
$416K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-120- 3.94% |
$12.9K - $13.9K
|
2.92K
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-139- 5.25% |
$14.9K - $16.1K
|
2.51K
$280K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-178- 3.0% |
$19.1K - $20.6K
|
5.76K
$644K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-350- 9.73% |
$37.6K - $40.5K
|
3.25K
$363K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-357- 1.29% |
$38.3K - $41.3K
|
27.4K
$3.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-379- 6.15% |
$40.7K - $43.9K
|
5.79K
$646K
|