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 |
|---|---|---|---|---|---|---|---|
|
May 19, 2025
Q4 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-2.06K- 24.41% |
$137K - $159K
|
6.38K
$804K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.07K- 8.56% |
$137K - $159K
|
22K
$2.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.23K- 10.65% |
$148K - $172K
|
18.7K
$2.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.28K- 1.58% |
$151K - $175K
|
142K
$17.8M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.57K- 32.44% |
$170K - $197K
|
5.34K
$673K
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
SELL
|
- |
-2.83K- 29.2% |
$187K - $217K
|
6.85K
$863K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.91K- 41.41% |
$193K - $224K
|
4.12K
$519K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.03KClosed |
$201K - $233K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.09K- 73.11% |
$205K - $237K
|
1.14K
$143K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.18K- 1.32% |
$211K - $245K
|
237K
$29.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.58K- 20.01% |
$237K - $275K
|
14.3K
$1.8M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.76K- 21.47% |
$250K - $289K
|
13.8K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.85K- 17.31% |
$255K - $296K
|
18.4K
$2.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-4.84K- 22.38% |
$321K - $372K
|
16.8K
$2.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.91K- 23.54% |
$326K - $378K
|
15.9K
$2.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-5.48K- 41.42% |
$363K - $421K
|
7.74K
$975K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.54K- 7.47% |
$367K - $426K
|
68.6K
$8.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.58K- 3.19% |
$370K - $429K
|
169K
$21.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.61K- 54.68% |
$372K - $432K
|
4.65K
$586K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.08K- 7.67% |
$403K - $468K
|
73.2K
$9.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-6.55K- 96.74% |
$435K - $504K
|
221
$27.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-7.89K- 34.32% |
$523K - $607K
|
15.1K
$1.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.91K- 53.83% |
$525K - $609K
|
6.79K
$854K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.78K- 2.42% |
$649K - $752K
|
394K
$49.6M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.78K- 2.42% |
$649K - $752K
|
394K
$49.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-11.7K- 52.59% |
$780K - $904K
|
10.6K
$1.33M
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-11.8K- 14.74% |
$782K - $906K
|
68.1K
$8.58M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11.9K- 73.27% |
$788K - $914K
|
4.33K
$546K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-12.9K- 41.81% |
$856K - $993K
|
18K
$2.26M
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-13.3K- 78.78% |
$884K - $1.03M
|
3.59K
$452K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.5K- 14.21% |
$897K - $1.04M
|
81.6K
$10.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-14.8K- 18.61% |
$981K - $1.14M
|
64.6K
$8.14M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.1K- 3.21% |
$1M - $1.16M
|
456K
$57.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-15.2K- 97.72% |
$1.01M - $1.17M
|
354
$44.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-15.2K- 22.73% |
$1.01M - $1.17M
|
51.7K
$6.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.4K- 61.37% |
$1.16M - $1.34M
|
11K
$1.38M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-21.5K- 13.09% |
$1.43M - $1.66M
|
143K
$18M
|
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-23.2K- 16.78% |
$1.54M - $1.78M
|
115K
$14.5M
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-28.8KClosed |
$1.91M - $2.22M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-31.4K- 60.26% |
$2.08M - $2.41M
|
20.7K
$2.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-33.1K- 95.82% |
$2.2M - $2.55M
|
1.45K
$182K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-39.9K- 6.21% |
$2.65M - $3.07M
|
602K
$75.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-41.4K- 0.89% |
$2.75M - $3.19M
|
4.61M
$581M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-110K- 49.01% |
$7.3M - $8.46M
|
114K
$14.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-219K- 75.54% |
$14.5M - $16.9M
|
70.9K
$8.93M
|