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 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.66K- 2.95% |
$823K - $886K
|
252K
$28M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.9K- 64.9% |
$848K - $914K
|
4.27K
$474K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.09K- 7.21% |
$976K - $1.05M
|
117K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.11K- 11.27% |
$978K - $1.05M
|
71.7K
$7.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-9.12K- 7.11% |
$979K - $1.06M
|
119K
$13.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-9.83K- 64.04% |
$1.06M - $1.14M
|
5.52K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.7K- 59.53% |
$1.15M - $1.24M
|
7.27K
$806K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.7K- 8.67% |
$1.15M - $1.24M
|
113K
$12.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.1K- 6.24% |
$1.19M - $1.28M
|
167K
$18.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.5K- 9.66% |
$1.34M - $1.44M
|
117K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14K- 30.54% |
$1.5M - $1.61M
|
31.7K
$3.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14.2K- 47.3% |
$1.53M - $1.65M
|
15.8K
$1.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.9K- 3.38% |
$1.6M - $1.72M
|
425K
$47.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-16K- 17.56% |
$1.72M - $1.85M
|
75K
$8.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-30.6K- 54.34% |
$3.29M - $3.54M
|
25.7K
$2.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37.2K- 12.92% |
$3.99M - $4.3M
|
251K
$27.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-42.1K- 4.28% |
$4.52M - $4.87M
|
941K
$104M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-50.7K- 8.21% |
$5.45M - $5.87M
|
567K
$62.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-117K- 2.39% |
$12.5M - $13.5M
|
4.75M
$527M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-136K- 8.89% |
$14.6M - $15.7M
|
1.39M
$154M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-164K- 7.52% |
$17.6M - $19M
|
2.02M
$224M
|