Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.39K+ 10.4% |
$193K - $208K
|
25.3K
$3.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.32KNew |
$188K - $203K
|
2.32K
$293K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.3K+ 12.79% |
$186K - $201K
|
20.3K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.19K+ 33.02% |
$176K - $191K
|
8.8K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.09K+ 13.32% |
$169K - $183K
|
17.8K
$2.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.01K+ 20.9% |
$163K - $176K
|
11.6K
$1.47M
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.82KNew |
$147K - $159K
|
1.82K
$229K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.81K+ 4.51% |
$146K - $158K
|
41.9K
$5.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.74K+ 8.92% |
$140K - $151K
|
21.2K
$2.67M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.5K+ 3.76% |
$121K - $131K
|
41.4K
$5.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.48K+ 0.59% |
$119K - $129K
|
250K
$31.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1.47K+ 1.09% |
$118K - $128K
|
136K
$17.1M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.45K+ 3.81% |
$117K - $127K
|
39.5K
$4.97M
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.45K+ 2.29% |
$117K - $126K
|
64.5K
$8.13M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.43K+ 1.01% |
$116K - $125K
|
144K
$18.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.4K+ 3.61% |
$113K - $122K
|
40K
$5.04M
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.39K+ 7.18% |
$112K - $121K
|
20.7K
$2.61M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.33K+ 4.9% |
$107K - $116K
|
28.4K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.31K+ 4.47% |
$106K - $114K
|
30.6K
$3.85M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.23K+ 4.44% |
$99.1K - $107K
|
28.9K
$3.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.17K+ 0.63% |
$94.8K - $102K
|
188K
$23.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.15K+ 0.82% |
$92.6K - $100K
|
142K
$17.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.12K+ 6.51% |
$90.3K - $97.5K
|
18.3K
$2.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.1K+ 3.26% |
$89K - $96.1K
|
34.9K
$4.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.07K+ 2.04% |
$86K - $92.9K
|
53.2K
$6.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.06K+ 39.0% |
$85.9K - $92.8K
|
3.79K
$478K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
950+ 13.57% |
$76.7K - $82.9K
|
7.95K
$1M
|
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
945+ 3.87% |
$76.3K - $82.5K
|
25.3K
$3.19M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
782+ 30.56% |
$63.2K - $68.2K
|
3.34K
$421K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
772+ 1.0% |
$62.4K - $67.4K
|
78K
$9.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
703+ 66.89% |
$56.8K - $61.3K
|
1.75K
$221K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
649+ 6.25% |
$52.4K - $56.6K
|
11K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
607+ 5.56% |
$49K - $53K
|
11.5K
$1.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
580+ 3.52% |
$46.8K - $50.6K
|
17.1K
$2.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
575+ 10.53% |
$46.4K - $50.2K
|
6.04K
$760K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
550+ 1.53% |
$44.4K - $48K
|
36.4K
$4.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
544+ 1.24% |
$43.9K - $47.5K
|
44.4K
$5.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
533+ 180.07% |
$43.1K - $46.5K
|
829
$104K
|
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
503+ 1.14% |
$40.6K - $43.9K
|
44.8K
$5.64M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
499+ 9.3% |
$40.3K - $43.5K
|
5.86K
$738K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
481+ 11.35% |
$38.9K - $42K
|
4.72K
$594K
|
|
|
Oct 31, 2023
Q3 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
459+ 14.08% |
$37.1K - $40K
|
3.72K
$468K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
436New |
$35.2K - $38K
|
436
$54.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
400New |
$32.3K - $34.9K
|
400
$50.4K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
389+ 11.26% |
$31.4K - $33.9K
|
3.84K
$484K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
373+ 2.73% |
$30.1K - $32.5K
|
14.1K
$1.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
351+ 2.73% |
$28.4K - $30.6K
|
13.2K
$1.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
336+ 4.14% |
$27.1K - $29.3K
|
8.44K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
300+ 3.32% |
$24.2K - $26.2K
|
9.33K
$1.17M
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
292+ 10.08% |
$23.6K - $25.5K
|
3.19K
$402K
|