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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-164- 17.6% |
$13.2K - $14.3K
|
768
$96.7K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-164- 6.02% |
$13.2K - $14.3K
|
2.56K
$322K
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-165- 2.93% |
$13.3K - $14.4K
|
5.47K
$689K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-165- 3.34% |
$13.3K - $14.4K
|
4.77K
$601K
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-177- 1.4% |
$14.3K - $15.4K
|
12.5K
$1.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-177- 1.4% |
$14.3K - $15.4K
|
12.5K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-198- 24.63% |
$16K - $17.3K
|
606
$76.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-200- 0.7% |
$16.2K - $17.5K
|
28.5K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-212- 2.12% |
$17.1K - $18.5K
|
9.79K
$1.23M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-223- 1.58% |
$18K - $19.5K
|
13.9K
$1.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-225- 0.7% |
$18.2K - $19.6K
|
31.7K
$4M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
SELL
|
- |
-230- 3.47% |
$18.6K - $20.1K
|
6.4K
$806K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-244- 4.2% |
$19.7K - $21.3K
|
5.57K
$701K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-249- 5.83% |
$20.1K - $21.7K
|
4.02K
$506K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-253- 5.16% |
$20.4K - $22.1K
|
4.65K
$585K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-257- 3.41% |
$20.8K - $22.4K
|
7.28K
$917K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-260- 3.34% |
$21K - $22.7K
|
7.54K
$949K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-269- 5.72% |
$21.7K - $23.5K
|
4.43K
$558K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-270- 2.62% |
$21.8K - $23.6K
|
10K
$1.26M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-278- 2.95% |
$22.5K - $24.3K
|
9.14K
$1.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-280- 1.7% |
$22.6K - $24.4K
|
16.2K
$2.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-314- 2.72% |
$25.4K - $27.4K
|
11.2K
$1.41M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-316- 0.52% |
$25.5K - $27.6K
|
60.9K
$7.67M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-329- 10.82% |
$26.6K - $28.7K
|
2.71K
$341K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-346- 1.15% |
$27.9K - $30.2K
|
29.7K
$3.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-355- 2.11% |
$28.7K - $31K
|
16.5K
$2.08M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-361- 2.56% |
$29.2K - $31.5K
|
13.8K
$1.73M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-373- 14.45% |
$30.1K - $32.5K
|
2.21K
$278K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-389- 5.19% |
$31.4K - $33.9K
|
7.1K
$894K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-389- 10.14% |
$31.4K - $33.9K
|
3.45K
$434K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-442- 2.17% |
$35.7K - $38.6K
|
19.9K
$2.51M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-457- 4.81% |
$36.9K - $39.9K
|
9.04K
$1.14M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-463- 15.53% |
$37.4K - $40.4K
|
2.52K
$317K
|
|
|
Jan 21, 2025
Q3 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-464- 10.98% |
$37.5K - $40.5K
|
3.76K
$473K
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-472- 4.2% |
$38.1K - $41.2K
|
10.8K
$1.36M
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-498- 0.46% |
$40.2K - $43.5K
|
109K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-500- 2.16% |
$40.4K - $43.6K
|
22.7K
$2.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-502- 1.47% |
$40.5K - $43.8K
|
33.7K
$4.25M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-521- 6.72% |
$42.1K - $45.5K
|
7.24K
$911K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-530- 16.52% |
$42.8K - $46.2K
|
2.68K
$337K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-546- 7.88% |
$44.1K - $47.6K
|
6.38K
$804K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-546- 13.49% |
$44.1K - $47.6K
|
3.5K
$441K
|
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-553- 2.64% |
$44.7K - $48.2K
|
20.4K
$2.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-578- 4.23% |
$46.7K - $50.4K
|
13.1K
$1.65M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-594- 3.85% |
$48K - $51.8K
|
14.8K
$1.87M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-601- 2.64% |
$48.5K - $52.4K
|
22.2K
$2.79M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-616- 7.47% |
$49.8K - $53.7K
|
7.64K
$961K
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-630- 14.1% |
$50.9K - $55K
|
3.84K
$483K
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-630- 14.1% |
$50.9K - $55K
|
3.84K
$483K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-707- 6.71% |
$57.1K - $61.7K
|
9.83K
$1.24M
|