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 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-854- 2.69% |
$69K - $74.5K
|
30.9K
$3.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-871- 3.6% |
$70.4K - $76K
|
23.3K
$2.57M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-885- 3.13% |
$71.5K - $77.2K
|
27.4K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-925- 1.89% |
$74.7K - $80.7K
|
47.9K
$5.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-928- 2.33% |
$75K - $81K
|
38.9K
$4.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-941- 2.17% |
$76K - $82.1K
|
42.4K
$4.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.03K- 23.88% |
$83.4K - $90.1K
|
3.29K
$364K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.08K- 7.16% |
$87.3K - $94.3K
|
14K
$1.55M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.11K- 4.27% |
$90K - $97.2K
|
24.9K
$2.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.21K- 1.68% |
$97.5K - $105K
|
70.6K
$7.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.46K- 1.11% |
$118K - $127K
|
130K
$14.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.65K- 20.03% |
$133K - $144K
|
6.59K
$728K
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.69K- 10.89% |
$137K - $148K
|
13.9K
$1.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.71K- 8.89% |
$138K - $149K
|
17.5K
$1.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-1.79K- 25.46% |
$144K - $156K
|
5.24K
$578K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.03K- 12.82% |
$164K - $177K
|
13.8K
$1.52M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-2.04K- 10.83% |
$164K - $178K
|
16.7K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.11K- 1.41% |
$170K - $184K
|
147K
$16.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.17K- 4.77% |
$175K - $190K
|
43.4K
$4.79M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.18K- 7.73% |
$176K - $190K
|
26K
$2.87M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.24K- 2.78% |
$181K - $196K
|
78.4K
$8.66M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.33K- 9.02% |
$188K - $203K
|
23.5K
$2.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-2.35K- 8.02% |
$190K - $205K
|
27K
$2.98M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.39K- 8.45% |
$193K - $209K
|
25.9K
$2.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.41K- 7.68% |
$195K - $210K
|
29K
$3.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.5K- 6.48% |
$202K - $218K
|
36.1K
$3.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.52K- 7.62% |
$204K - $220K
|
30.5K
$3.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-2.83K- 6.65% |
$229K - $247K
|
39.8K
$4.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.92K- 7.92% |
$236K - $255K
|
33.9K
$3.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3K- 37.8% |
$242K - $261K
|
4.93K
$544K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.17K- 8.13% |
$256K - $276K
|
35.8K
$3.95M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-3.27K- 11.35% |
$264K - $285K
|
25.5K
$2.82M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.29K- 5.75% |
$266K - $287K
|
53.9K
$5.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-3.29K- 5.05% |
$266K - $287K
|
61.9K
$6.83M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.34K- 12.26% |
$270K - $292K
|
23.9K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.37K- 12.46% |
$272K - $294K
|
23.7K
$2.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.66K- 1.84% |
$295K - $319K
|
195K
$21.5M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.99K- 4.44% |
$322K - $348K
|
85.8K
$9.48M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.08K- 14.17% |
$330K - $356K
|
24.7K
$2.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-4.31KClosed |
$348K - $376K
|
0
$0
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-4.78K- 14.41% |
$386K - $417K
|
28.4K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.25K- 7.63% |
$424K - $458K
|
63.6K
$7.03M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.41K- 2.76% |
$437K - $472K
|
191K
$21.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5.53K- 5.37% |
$447K - $483K
|
97.5K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.77K- 2.7% |
$466K - $504K
|
208K
$22.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.14K- 9.43% |
$496K - $536K
|
59K
$6.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.66K- 8.4% |
$538K - $581K
|
72.6K
$8.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-6.95K- 16.98% |
$562K - $607K
|
34K
$3.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.18K- 1.33% |
$580K - $626K
|
533K
$58.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.88K- 7.91% |
$636K - $687K
|
91.8K
$10.1M
|