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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
202+ 3.75% |
$13.4K - $15.5K
|
5.59K
$637K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
192+ 3.99% |
$12.7K - $14.8K
|
5.01K
$570K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
170New |
$11.3K - $13.1K
|
170
$19.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
166+ 0.36% |
$11K - $12.8K
|
46.1K
$5.25M
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
162+ 0.66% |
$10.8K - $12.5K
|
24.7K
$2.82M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
158New |
$10.5K - $12.2K
|
158
$18K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
150New |
$9.95K - $11.5K
|
150
$17.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
150+ 3.98% |
$9.95K - $11.5K
|
3.92K
$446K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
130+ 2.32% |
$8.63K - $10K
|
5.74K
$654K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
125+ 0.41% |
$8.3K - $9.62K
|
30.8K
$3.51M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
118+ 25.65% |
$7.83K - $9.08K
|
578
$65.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
103+ 104.04% |
$6.84K - $7.92K
|
202
$23K
|
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
101+ 0.93% |
$6.7K - $7.77K
|
10.9K
$1.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
100+ 1.36% |
$6.64K - $7.69K
|
7.44K
$848K
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
97+ 1.73% |
$6.44K - $7.46K
|
5.71K
$651K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
92New |
$6.11K - $7.08K
|
92
$10.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
91+ 2.6% |
$6.04K - $7K
|
3.59K
$409K
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
82+ 0.54% |
$5.44K - $6.31K
|
15.4K
$1.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
81+ 3.99% |
$5.38K - $6.23K
|
2.11K
$240K
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
79+ 1.14% |
$5.24K - $6.08K
|
7.03K
$801K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
73+ 3.72% |
$4.84K - $5.62K
|
2.04K
$232K
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
59+ 0.14% |
$3.92K - $4.54K
|
41.9K
$4.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
56New |
$3.72K - $4.31K
|
56
$6.38K
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
47+ 0.39% |
$3.12K - $3.62K
|
12.1K
$1.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
44+ 0.28% |
$2.92K - $3.39K
|
15.9K
$1.82M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
39New |
$2.59K - $3K
|
39
$4.44K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
30+ 14.15% |
$1.99K - $2.31K
|
242
$27.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
30+ 1.0% |
$1.99K - $2.31K
|
3.02K
$344K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
26+ 0.55% |
$1.73K - $2K
|
4.79K
$545K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
24+ 0.42% |
$1.59K - $1.85K
|
5.7K
$649K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
22+ 0.61% |
$1.46K - $1.69K
|
3.64K
$415K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
17New |
$1.13K - $1.31K
|
17
$1.94K
|
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
17+ 0.43% |
$1.13K - $1.31K
|
3.98K
$454K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
16+ 0.12% |
$1.06K - $1.23K
|
13K
$1.48M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
15+ 0.27% |
$995 - $1.15K
|
5.51K
$628K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14+ 0.09% |
$929 - $1.08K
|
15.2K
$1.73M
|
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
12+ 0.4% |
$796 - $923
|
3.04K
$346K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
12+ 0.13% |
$796 - $923
|
9.09K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
12+ 0.13% |
$796 - $923
|
9.06K
$1.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
10+ 0.28% |
$664 - $769
|
3.6K
$410K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.53% |
$465 - $539
|
1.34K
$153K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 0.53% |
$465 - $539
|
1.34K
$153K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6+ 3.97% |
$398 - $462
|
157
$17.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
4+ 0.09% |
$265 - $308
|
4.42K
$503K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.36% |
$265 - $308
|
1.11K
$127K
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.3% |
$265 - $308
|
1.33K
$151K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
3+ 0.07% |
$199 - $231
|
4.52K
$515K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3+ 0.06% |
$199 - $231
|
4.74K
$540K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2New |
$133 - $154
|
2
$228
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
2+ 0.04% |
$133 - $154
|
4.73K
$539K
|