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
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-440- 61.11% |
$29.2K - $33.9K
|
280
$31.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-451- 9.36% |
$29.9K - $34.7K
|
4.37K
$498K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-457- 2.32% |
$30.3K - $35.2K
|
19.2K
$2.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-460- 0.31% |
$30.5K - $35.4K
|
149K
$17M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-520- 1.51% |
$34.5K - $40K
|
34K
$3.87M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-589- 17.07% |
$39.1K - $45.3K
|
2.86K
$326K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-590- 2.46% |
$39.2K - $45.4K
|
23.4K
$2.66M
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-618- 3.69% |
$41K - $47.5K
|
16.1K
$1.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-624- 1.09% |
$41.4K - $48K
|
56.7K
$6.46M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-644- 23.02% |
$42.7K - $49.5K
|
2.15K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-644- 71.64% |
$42.7K - $49.5K
|
255
$29.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-644- 3.74% |
$42.7K - $49.5K
|
16.6K
$1.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-645- 2.64% |
$42.8K - $49.6K
|
23.8K
$2.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-693- 19.75% |
$46K - $53.3K
|
2.82K
$321K
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-698- 9.19% |
$46.3K - $53.7K
|
6.9K
$786K
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-731- 20.01% |
$48.5K - $56.2K
|
2.92K
$333K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-738- 7.04% |
$49K - $56.8K
|
9.75K
$1.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-745- 1.63% |
$49.4K - $57.3K
|
45.1K
$5.13M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-757- 5.59% |
$50.2K - $58.2K
|
12.8K
$1.46M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-833- 0.91% |
$55.3K - $64.1K
|
90.3K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-873- 47.47% |
$57.9K - $67.2K
|
966
$110K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-920- 42.69% |
$61.1K - $70.8K
|
1.24K
$141K
|
|
|
May 12, 2023
Q4 2022
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-929- 4.75% |
$61.6K - $71.5K
|
18.6K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-975- 14.34% |
$64.7K - $75K
|
5.83K
$664K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
SELL
|
- |
-992- 18.9% |
$65.8K - $76.3K
|
4.26K
$485K
|
|
|
Jan 20, 2023
Q4 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1K- 8.33% |
$66.4K - $76.9K
|
11K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.04K- 1.1% |
$68.8K - $79.8K
|
93.6K
$10.7M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-1.06K- 6.49% |
$70K - $81.2K
|
15.2K
$1.73M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-1.08K- 3.63% |
$71.5K - $82.9K
|
28.6K
$3.26M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-1.14K- 14.09% |
$75.5K - $87.6K
|
6.94K
$791K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.15K- 1.62% |
$76.2K - $88.3K
|
69.9K
$7.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-1.16K- 0.62% |
$76.8K - $89.1K
|
185K
$21.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.18K- 14.23% |
$78.3K - $90.8K
|
7.11K
$811K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.2K- 11.38% |
$79.9K - $92.6K
|
9.38K
$1.07M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.24K- 16.05% |
$82K - $95K
|
6.46K
$736K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.33K- 56.32% |
$88.5K - $103K
|
1.03K
$118K
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.34K- 17.21% |
$89.1K - $103K
|
6.46K
$736K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.36K- 19.72% |
$90.3K - $105K
|
5.54K
$631K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.39K- 7.19% |
$92.2K - $107K
|
17.9K
$2.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.52K- 5.15% |
$101K - $117K
|
27.9K
$3.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.53K- 4.25% |
$102K - $118K
|
34.6K
$3.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-1.55K- 23.53% |
$103K - $119K
|
5.03K
$573K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.57K- 21.7% |
$104K - $120K
|
5.65K
$644K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.63K- 7.37% |
$108K - $125K
|
20.5K
$2.33M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.64K- 15.58% |
$108K - $126K
|
8.86K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.68K- 36.47% |
$111K - $129K
|
2.92K
$333K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.74K- 4.28% |
$115K - $134K
|
39K
$4.44M
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.74K- 13.77% |
$116K - $134K
|
10.9K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-2.02K- 36.3% |
$134K - $155K
|
3.54K
$403K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.07K- 8.56% |
$137K - $159K
|
22K
$2.51M
|