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 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
4.98KNew |
$535K - $577K
|
4.98K
$553K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.94K+ 13.28% |
$531K - $572K
|
42.2K
$4.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4.87K+ 7.23% |
$523K - $563K
|
72.2K
$8M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
4.58K+ 133.91% |
$492K - $530K
|
8K
$887K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
4.33KNew |
$465K - $500K
|
4.33K
$480K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.26K+ 24.96% |
$458K - $493K
|
21.3K
$2.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.16K+ 717.93% |
$447K - $482K
|
4.74K
$526K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.99K+ 7.72% |
$429K - $462K
|
55.7K
$6.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.99K+ 67.66% |
$428K - $461K
|
9.88K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
3.96KNew |
$425K - $458K
|
3.96K
$439K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.8K+ 62.89% |
$408K - $440K
|
9.84K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.69K+ 36.71% |
$396K - $427K
|
13.7K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.5KNew |
$376K - $405K
|
3.5K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.33K+ 97.71% |
$358K - $386K
|
6.75K
$748K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
3.32KNew |
$357K - $384K
|
3.32K
$368K
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
3.17K+ 8.07% |
$340K - $367K
|
42.4K
$4.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.89K+ 112.04% |
$310K - $334K
|
5.46K
$606K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.84K+ 41.28% |
$305K - $328K
|
9.7K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.7K+ 3.25% |
$290K - $313K
|
85.9K
$9.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.46K+ 333.02% |
$264K - $285K
|
3.2K
$355K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
2.36KNew |
$253K - $273K
|
2.36K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.31KNew |
$249K - $268K
|
2.31K
$257K
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
2.3K+ 13.85% |
$247K - $266K
|
18.9K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.22K+ 48.62% |
$239K - $257K
|
6.79K
$753K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$238K - $256K
|
2.21K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.15KNew |
$231K - $249K
|
2.15K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.14KNew |
$230K - $248K
|
2.14K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
2.13KNew |
$228K - $246K
|
2.13K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.97KNew |
$211K - $227K
|
1.97K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.95KNew |
$209K - $226K
|
1.95K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.94KNew |
$208K - $224K
|
1.94K
$215K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.94KNew |
$208K - $224K
|
1.94K
$215K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.93K+ 35.18% |
$207K - $223K
|
7.42K
$823K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.91KNew |
$206K - $221K
|
1.91K
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.89KNew |
$203K - $218K
|
1.89K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.86KNew |
$200K - $216K
|
1.86K
$207K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.84KNew |
$198K - $213K
|
1.84K
$204K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.84KNew |
$198K - $213K
|
1.84K
$204K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$196K - $211K
|
1.83K
$202K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.8K+ 6.36% |
$193K - $208K
|
30K
$3.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.76K+ 86.47% |
$189K - $204K
|
3.8K
$422K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.73K+ 4.94% |
$186K - $200K
|
36.8K
$4.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.71KNew |
$184K - $198K
|
1.71K
$190K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.71K+ 4.25% |
$183K - $198K
|
41.9K
$4.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.7KNew |
$182K - $196K
|
1.7K
$188K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.61K+ 47.76% |
$173K - $187K
|
4.99K
$553K
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
1.6KNew |
$172K - $186K
|
1.6K
$178K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.59KNew |
$170K - $184K
|
1.59K
$176K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
1.52K+ 16.59% |
$164K - $176K
|
10.7K
$1.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.5K+ 6.66% |
$161K - $173K
|
24K
$2.66M
|