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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
17+ 0.29% |
$1.83K - $1.97K
|
5.83K
$721K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
17+ 0.3% |
$1.83K - $1.97K
|
5.73K
$708K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 0.15% |
$1.72K - $1.85K
|
10.4K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
15+ 0.28% |
$1.61K - $1.74K
|
5.35K
$662K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
15+ 0.31% |
$1.61K - $1.74K
|
4.93K
$609K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
14+ 0.29% |
$1.5K - $1.62K
|
4.84K
$598K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
13+ 0.46% |
$1.4K - $1.5K
|
2.84K
$352K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11+ 0.12% |
$1.18K - $1.27K
|
9.39K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
11+ 0.31% |
$1.18K - $1.27K
|
3.58K
$443K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.32% |
$1.07K - $1.16K
|
3.17K
$392K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
9+ 0.41% |
$967 - $1.04K
|
2.2K
$273K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8+ 0.4% |
$859 - $926
|
2.02K
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6+ 0.29% |
$644 - $694
|
2.07K
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6+ 0.29% |
$644 - $694
|
2.09K
$258K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
6New |
$644 - $694
|
6
$742
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.27% |
$644 - $694
|
2.23K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5+ 0.24% |
$537 - $579
|
2.07K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
5+ 0.05% |
$537 - $579
|
10.8K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5+ 0.23% |
$537 - $579
|
2.14K
$265K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.3% |
$430 - $463
|
1.32K
$164K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
3+ 0.04% |
$322 - $347
|
7.24K
$895K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.55% |
$322 - $347
|
553
$68.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3+ 0.05% |
$322 - $347
|
6.1K
$754K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.25% |
$215 - $231
|
797
$98.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$215 - $231
|
2.77K
$343K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.37% |
$107 - $116
|
274
$33.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.04% |
$107 - $116
|
2.35K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$107 - $116
|
3.27K
$404K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1+ 0.02% |
$107 - $116
|
5.37K
$665K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.46% |
$107 - $116
|
217
$26.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.06% |
$107 - $116
|
1.56K
$193K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2- 0.02% |
$215 - $231
|
10.8K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3- 1.56% |
$322 - $347
|
189
$23.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3- 0.05% |
$322 - $347
|
6.23K
$770K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3- 0.06% |
$322 - $347
|
4.64K
$574K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4- 0.16% |
$430 - $463
|
2.47K
$305K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-5- 0.16% |
$537 - $579
|
3.06K
$378K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-5- 0.15% |
$537 - $579
|
3.27K
$405K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-5- 0.13% |
$537 - $579
|
3.71K
$459K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-7- 3.89% |
$752 - $810
|
173
$21.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-7- 0.57% |
$752 - $810
|
1.22K
$151K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-7- 0.15% |
$752 - $810
|
4.78K
$592K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-8- 0.25% |
$859 - $926
|
3.21K
$397K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9- 1.81% |
$967 - $1.04K
|
489
$60.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-15- 0.14% |
$1.61K - $1.74K
|
10.7K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-17- 0.19% |
$1.83K - $1.97K
|
8.73K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-18- 0.48% |
$1.93K - $2.08K
|
3.77K
$466K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-20- 1.07% |
$2.15K - $2.31K
|
1.86K
$229K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-20- 28.57% |
$2.15K - $2.31K
|
50
$6.19K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-20- 0.25% |
$2.15K - $2.31K
|
8.08K
$1M
|