Purchases and Sales Made in Q4 2022 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 2022. 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 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
791KNew |
$52.5M - $60.9M
|
791K
$99.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
492K+ 24.09% |
$32.6M - $37.8M
|
2.53M
$319M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
274K+ 772.88% |
$18.2M - $21.1M
|
310K
$39M
|
|
|
Feb 07, 2023
Q4 2022
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
135K+ 222.97% |
$8.94M - $10.4M
|
195K
$24.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
102K+ 47.57% |
$6.77M - $7.85M
|
317K
$39.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
98.9K+ 6.12% |
$6.56M - $7.61M
|
1.71M
$216M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
86.9KNew |
$5.77M - $6.69M
|
86.9K
$10.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
78K+ 213.16% |
$5.18M - $6M
|
115K
$14.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
62.2K+ 24.07% |
$4.13M - $4.78M
|
321K
$40.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.3K+ 11.39% |
$4.07M - $4.72M
|
600K
$75.5M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
60.7KNew |
$4.03M - $4.67M
|
60.7K
$7.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55.2KNew |
$3.67M - $4.25M
|
55.2K
$6.96M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
55.2KNew |
$3.66M - $4.25M
|
55.2K
$6.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
54K+ 38.76% |
$3.58M - $4.15M
|
193K
$24.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
44.9KNew |
$2.98M - $3.46M
|
44.9K
$5.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.7K+ 1.11% |
$2.57M - $2.97M
|
3.52M
$443M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
35K+ 447.36% |
$2.33M - $2.7M
|
42.9K
$5.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
32.3KNew |
$2.14M - $2.49M
|
32.3K
$4.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
27.1KNew |
$1.8M - $2.08M
|
27.1K
$3.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
25.8K+ 23.96% |
$1.71M - $1.98M
|
133K
$16.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
23.3K+ 130.7% |
$1.54M - $1.79M
|
41K
$5.17M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
21.2K+ 17.28% |
$1.4M - $1.63M
|
144K
$18.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.5K+ 68.31% |
$1.36M - $1.58M
|
50.5K
$6.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.3K+ 47.35% |
$1.35M - $1.56M
|
63.3K
$7.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20K+ 10.48% |
$1.33M - $1.54M
|
211K
$26.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
19.5K+ 158.99% |
$1.3M - $1.5M
|
31.8K
$4.01M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
18.6K+ 114.76% |
$1.24M - $1.43M
|
34.8K
$4.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
18.6KNew |
$1.23M - $1.43M
|
18.6K
$2.34M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.5KNew |
$1.23M - $1.42M
|
18.5K
$2.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.5K+ 50.74% |
$1.16M - $1.35M
|
52K
$6.55M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15.4K+ 42.15% |
$1.02M - $1.18M
|
51.9K
$6.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15K+ 6.49% |
$996K - $1.16M
|
246K
$31M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.1K+ 162.48% |
$734K - $851K
|
17.9K
$2.25M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11KNew |
$729K - $845K
|
11K
$1.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.1K+ 13.65% |
$669K - $775K
|
83.9K
$10.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
10.1KNew |
$667K - $773K
|
10.1K
$1.27M
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
9.5K+ 18.4% |
$630K - $731K
|
61.1K
$7.7M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.43K+ 2.02% |
$626K - $726K
|
476K
$60M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.37K+ 9.36% |
$622K - $721K
|
109K
$13.8M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.02K+ 450.62% |
$598K - $694K
|
11K
$1.39M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
8.55K+ 42.25% |
$567K - $658K
|
28.8K
$3.63M
|
|
|
Feb 09, 2023
Q4 2022
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
6.77K+ 18.97% |
$449K - $521K
|
42.4K
$5.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.7K+ 0.76% |
$444K - $515K
|
884K
$111M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
6.53K+ 1.08% |
$433K - $502K
|
613K
$77.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.22KNew |
$412K - $478K
|
6.22K
$783K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.21K+ 9.79% |
$412K - $477K
|
69.6K
$8.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
5.96K+ 21.05% |
$395K - $458K
|
34.3K
$4.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
5.62KNew |
$373K - $433K
|
5.62K
$708K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.41K+ 29.72% |
$359K - $416K
|
23.6K
$2.97M
|
|
|
Jul 09, 2024
Q4 2022
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
5.29KNew |
$351K - $407K
|
5.29K
$666K
|