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 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-311- 4.41% |
$33.4K - $36K
|
6.73K
$747K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-316- 23.41% |
$33.9K - $36.6K
|
1.03K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-318- 5.35% |
$34.2K - $36.8K
|
5.63K
$624K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-318- 3.64% |
$34.2K - $36.8K
|
8.43K
$935K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-329- 1.54% |
$35.3K - $38.1K
|
21K
$2.33M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-350- 9.73% |
$37.6K - $40.5K
|
3.25K
$360K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-357- 1.51% |
$38.3K - $41.3K
|
23.4K
$2.59M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-357- 1.29% |
$38.3K - $41.3K
|
27.4K
$3.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-362- 3.94% |
$38.9K - $41.9K
|
8.83K
$979K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-371- 0.29% |
$39.8K - $42.9K
|
129K
$14.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-379- 6.15% |
$40.7K - $43.9K
|
5.79K
$642K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-385- 1.49% |
$41.4K - $44.5K
|
25.5K
$2.83M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-389- 1.31% |
$41.8K - $45K
|
29.3K
$3.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-389- 5.99% |
$41.8K - $45K
|
6.11K
$677K
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-407- 8.38% |
$43.7K - $47.1K
|
4.45K
$494K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-411- 0.49% |
$44.1K - $47.6K
|
83.1K
$9.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-424- 2.48% |
$45.5K - $49.1K
|
16.7K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-436- 13.36% |
$46.8K - $50.4K
|
2.83K
$314K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-443- 16.6% |
$47.6K - $51.3K
|
2.23K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-486- 4.71% |
$52.2K - $56.2K
|
9.82K
$1.09M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-501- 1.34% |
$53.8K - $58K
|
37K
$4.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-512- 1.26% |
$55K - $59.2K
|
40.2K
$4.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-523- 2.96% |
$56.2K - $60.5K
|
17.1K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-533- 4.29% |
$57.2K - $61.7K
|
11.9K
$1.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-543- 7.33% |
$58.3K - $62.8K
|
6.86K
$761K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-554- 5.62% |
$59.5K - $64.1K
|
9.31K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-557- 10.4% |
$59.8K - $64.5K
|
4.8K
$532K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-560- 22.45% |
$60.1K - $64.8K
|
1.93K
$214K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-561- 2.08% |
$60.3K - $64.9K
|
26.3K
$2.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-561- 16.98% |
$60.3K - $64.9K
|
2.74K
$304K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-564- 4.26% |
$60.6K - $65.3K
|
12.7K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-585- 9.04% |
$62.8K - $67.7K
|
5.88K
$652K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-599- 4.8% |
$64.3K - $69.3K
|
11.9K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-625- 16.08% |
$67.1K - $72.3K
|
3.26K
$362K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-626- 23.61% |
$67.2K - $72.4K
|
2.03K
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-653- 0.51% |
$70.1K - $75.6K
|
126K
$14M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-699- 17.16% |
$75.1K - $80.9K
|
3.37K
$374K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-721- 14.65% |
$77.4K - $83.4K
|
4.2K
$466K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-729- 1.88% |
$78.3K - $84.4K
|
38K
$4.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-730- 7.51% |
$78.4K - $84.5K
|
8.99K
$997K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-739- 18.86% |
$79.4K - $85.5K
|
3.18K
$353K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-790- 15.02% |
$84.9K - $91.4K
|
4.47K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-804- 0.44% |
$86.4K - $93K
|
184K
$20.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-830- 3.97% |
$89.2K - $96K
|
20.1K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-837- 14.64% |
$89.9K - $96.8K
|
4.88K
$541K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-859- 6.98% |
$92.3K - $99.4K
|
11.4K
$1.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-903- 9.33% |
$97K - $104K
|
8.77K
$973K
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-921- 3.51% |
$98.9K - $107K
|
25.3K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-935- 1.47% |
$100K - $108K
|
62.7K
$6.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-948- 3.15% |
$102K - $110K
|
29.2K
$3.23M
|