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 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-68- 3.31% |
$7.3K - $7.87K
|
1.99K
$220K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-69- 0.75% |
$7.41K - $7.98K
|
9.09K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-70- 2.26% |
$7.52K - $8.1K
|
3.02K
$335K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-73- 1.72% |
$7.84K - $8.45K
|
4.16K
$461K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-78- 0.47% |
$8.38K - $9.03K
|
16.7K
$1.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-87- 2.52% |
$9.34K - $10.1K
|
3.36K
$373K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-89- 1.15% |
$9.56K - $10.3K
|
7.63K
$846K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 40.0% |
$10.7K - $11.6K
|
150
$16.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-100- 2.12% |
$10.7K - $11.6K
|
4.63K
$513K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-102- 4.96% |
$11K - $11.8K
|
1.95K
$217K
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-108- 4.36% |
$11.6K - $12.5K
|
2.37K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-115- 2.99% |
$12.4K - $13.3K
|
3.73K
$413K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-119- 3.03% |
$12.8K - $13.8K
|
3.81K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-119- 9.32% |
$12.8K - $13.8K
|
1.16K
$128K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-120- 3.94% |
$12.9K - $13.9K
|
2.92K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-122- 3.53% |
$13.1K - $14.1K
|
3.34K
$370K
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-125- 1.61% |
$13.4K - $14.5K
|
7.64K
$848K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-126- 1.97% |
$13.5K - $14.6K
|
6.28K
$696K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-130- 1.28% |
$14K - $15K
|
10.1K
$1.12M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-135- 2.6% |
$14.5K - $15.6K
|
5.05K
$560K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-135- 0.74% |
$14.5K - $15.6K
|
18.1K
$2.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-139- 5.25% |
$14.9K - $16.1K
|
2.51K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-144- 0.62% |
$15.5K - $16.7K
|
23.1K
$2.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-145- 4.59% |
$15.6K - $16.8K
|
3.01K
$334K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-147- 1.61% |
$15.8K - $17K
|
8.96K
$994K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-155- 0.76% |
$16.6K - $17.9K
|
20.4K
$2.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-159- 2.6% |
$17.1K - $18.4K
|
5.96K
$661K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-159- 8.2% |
$17.1K - $18.4K
|
1.78K
$197K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-163- 6.69% |
$17.5K - $18.9K
|
2.28K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-163- 0.54% |
$17.5K - $18.9K
|
30.1K
$3.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-178- 3.0% |
$19.1K - $20.6K
|
5.76K
$639K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-179- 1.18% |
$19.2K - $20.7K
|
14.9K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-179- 1.19% |
$19.2K - $20.7K
|
14.9K
$1.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-182- 2.3% |
$19.5K - $21.1K
|
7.72K
$857K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-183- 6.9% |
$19.7K - $21.2K
|
2.47K
$274K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-192- 8.94% |
$20.6K - $22.2K
|
1.96K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-204- 1.66% |
$21.9K - $23.6K
|
12.1K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-213- 5.01% |
$22.9K - $24.6K
|
4.04K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-216- 5.28% |
$23.2K - $25K
|
3.88K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-220- 1.35% |
$23.6K - $25.5K
|
16.1K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-222- 0.37% |
$23.8K - $25.7K
|
60K
$6.65M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-223- 4.42% |
$24K - $25.8K
|
4.82K
$535K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-248- 8.06% |
$26.6K - $28.7K
|
2.83K
$314K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-250- 13.85% |
$26.9K - $28.9K
|
1.56K
$172K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-259- 6.43% |
$27.8K - $30K
|
3.77K
$418K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-263- 6.99% |
$28.2K - $30.4K
|
3.5K
$388K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-272- 6.32% |
$29.2K - $31.5K
|
4.03K
$447K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-288- 8.49% |
$30.9K - $33.3K
|
3.11K
$344K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-300- 0.99% |
$32.2K - $34.7K
|
30.1K
$3.33M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-306- 0.76% |
$32.9K - $35.4K
|
40K
$4.43M
|