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 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-950- 2.58% |
$102K - $110K
|
35.9K
$3.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-986- 5.72% |
$106K - $114K
|
16.3K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1K- 4.02% |
$108K - $116K
|
23.9K
$2.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 12.92% |
$111K - $120K
|
7K
$776K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.06K- 20.6% |
$114K - $122K
|
4.07K
$452K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-1.07K- 29.15% |
$115K - $124K
|
2.61K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.1K- 9.29% |
$118K - $127K
|
10.7K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.14K- 7.65% |
$122K - $131K
|
13.7K
$1.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.16K- 4.31% |
$125K - $134K
|
25.8K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.19K- 19.19% |
$128K - $138K
|
5.01K
$556K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.23K- 16.84% |
$132K - $142K
|
6.06K
$672K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.24K- 4.89% |
$133K - $143K
|
24K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.34K- 0.92% |
$143K - $155K
|
144K
$16M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.35K- 5.59% |
$145K - $156K
|
22.8K
$2.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.37K- 2.71% |
$147K - $158K
|
49.1K
$5.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.38K- 41.38% |
$148K - $160K
|
1.96K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.52K- 4.84% |
$164K - $176K
|
30K
$3.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.57K- 4.48% |
$168K - $181K
|
33.4K
$3.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.65K- 3.74% |
$177K - $191K
|
42.4K
$4.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.67K- 2.33% |
$179K - $193K
|
70.2K
$7.78M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.69K- 16.88% |
$181K - $195K
|
8.32K
$923K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.74K- 4.56% |
$187K - $202K
|
36.5K
$4.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.87K- 96.28% |
$200K - $216K
|
72
$7.98K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.87K- 4.94% |
$201K - $216K
|
36K
$3.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.91K- 23.29% |
$205K - $221K
|
6.3K
$699K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.99K- 17.54% |
$213K - $230K
|
9.34K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.21K- 29.01% |
$237K - $255K
|
5.4K
$599K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.42K- 10.53% |
$260K - $280K
|
20.5K
$2.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.43K- 3.85% |
$261K - $281K
|
60.7K
$6.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-2.46K- 2.34% |
$264K - $285K
|
102K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.48K- 13.99% |
$266K - $287K
|
15.3K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.51K- 19.41% |
$270K - $291K
|
10.4K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-2.71K- 26.83% |
$292K - $314K
|
7.4K
$821K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.72K- 39.79% |
$292K - $314K
|
4.11K
$456K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-2.76K- 56.26% |
$297K - $320K
|
2.15K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.96K- 1.55% |
$318K - $343K
|
188K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.09K- 2.09% |
$332K - $357K
|
145K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.15K- 10.26% |
$338K - $364K
|
27.5K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-3.73K- 3.52% |
$401K - $432K
|
102K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.88K- 8.89% |
$417K - $449K
|
39.8K
$4.41M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.92K- 7.67% |
$421K - $453K
|
47.1K
$5.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-3.98K- 23.3% |
$428K - $461K
|
13.1K
$1.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.57K- 28.92% |
$491K - $529K
|
11.2K
$1.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.62K- 1.61% |
$496K - $534K
|
281K
$31.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.67K- 3.23% |
$501K - $540K
|
140K
$15.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.68K- 4.51% |
$503K - $542K
|
99.1K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.73K- 30.53% |
$616K - $663K
|
13K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-6.32K- 9.11% |
$679K - $731K
|
63.1K
$6.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.79K- 8.82% |
$730K - $786K
|
70.2K
$7.79M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.39K- 17.93% |
$794K - $855K
|
33.8K
$3.75M
|