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 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1+ 0.01% |
$66.4 - $76.9
|
9.65K
$1.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-10- 0.24% |
$664 - $769
|
4.14K
$471K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-11- 0.03% |
$730 - $846
|
33.1K
$3.77M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 0.93% |
$1.33K - $1.54K
|
2.12K
$242K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-23- 0.57% |
$1.53K - $1.77K
|
4.01K
$456K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-38- 0.27% |
$2.52K - $2.92K
|
14.1K
$1.61M
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-41- 2.17% |
$2.72K - $3.15K
|
1.85K
$211K
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-43- 0.32% |
$2.85K - $3.31K
|
13.6K
$1.55M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-58- 3.27% |
$3.85K - $4.46K
|
1.71K
$195K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-59- 0.18% |
$3.92K - $4.54K
|
32.8K
$3.74M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-64- 1.72% |
$4.25K - $4.92K
|
3.66K
$417K
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-64- 0.2% |
$4.25K - $4.92K
|
32.2K
$3.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-66- 0.38% |
$4.38K - $5.08K
|
17.3K
$1.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-68- 0.48% |
$4.51K - $5.23K
|
14.1K
$1.61M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-69- 0.23% |
$4.58K - $5.31K
|
29.8K
$3.4M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-70- 1.06% |
$4.65K - $5.39K
|
6.54K
$745K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-88- 1.15% |
$5.84K - $6.77K
|
7.55K
$860K
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-92- 2.43% |
$6.11K - $7.08K
|
3.7K
$422K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-94- 3.38% |
$6.24K - $7.23K
|
2.68K
$306K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-96- 0.35% |
$6.37K - $7.39K
|
27.7K
$3.15M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-101- 3.06% |
$6.7K - $7.77K
|
3.2K
$365K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-101- 1.77% |
$6.7K - $7.77K
|
5.59K
$637K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-104- 1.66% |
$6.9K - $8K
|
6.16K
$702K
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
SELL
|
- |
-112- 0.44% |
$7.43K - $8.62K
|
25.2K
$2.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-120- 0.45% |
$7.96K - $9.23K
|
26.4K
$3.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-120- 1.98% |
$7.96K - $9.23K
|
5.94K
$677K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-123- 1.66% |
$8.16K - $9.46K
|
7.3K
$831K
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-130- 0.29% |
$8.63K - $10K
|
44.2K
$5.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-147- 0.49% |
$9.75K - $11.3K
|
30K
$3.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-172- 1.4% |
$11.4K - $13.2K
|
12.2K
$1.38M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-180- 5.71% |
$11.9K - $13.8K
|
2.97K
$338K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-186- 6.03% |
$12.3K - $14.3K
|
2.9K
$330K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-186- 6.03% |
$12.3K - $14.3K
|
2.9K
$330K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-191- 2.37% |
$12.7K - $14.7K
|
7.87K
$896K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-252- 1.22% |
$16.7K - $19.4K
|
20.4K
$2.33M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-254- 3.37% |
$16.9K - $19.5K
|
7.27K
$829K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-263- 4.79% |
$17.5K - $20.2K
|
5.23K
$596K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-265- 1.99% |
$17.6K - $20.4K
|
13.1K
$1.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-269- 6.65% |
$17.9K - $20.7K
|
3.78K
$431K
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-275- 5.94% |
$18.2K - $21.2K
|
4.35K
$496K
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-284- 25.89% |
$18.8K - $21.9K
|
813
$92.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-287- 2.36% |
$19K - $22.1K
|
11.9K
$1.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-295- 61.59% |
$19.6K - $22.7K
|
184
$21K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-319- 0.95% |
$21.2K - $24.5K
|
33.3K
$3.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-324- 3.67% |
$21.5K - $24.9K
|
8.51K
$970K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-384- 0.93% |
$25.5K - $29.5K
|
40.8K
$4.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-386- 11.1% |
$25.6K - $29.7K
|
3.09K
$352K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-416- 1.38% |
$27.6K - $32K
|
29.7K
$3.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-421- 3.79% |
$27.9K - $32.4K
|
10.7K
$1.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-422- 3.54% |
$28K - $32.5K
|
11.5K
$1.31M
|