Personal Capital Advisors Corp Ishares Msci Kld 400 Social Et Transaction History

Personal Capital Advisors Corp

$20.6 Billion
Q4 2022

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 12, 2021	SELL	$62.23 - $71.54 $114,876 - $132,062	-1,846 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$59.39 - $68.32 $16,332 - $18,787	-275 Reduced 12.97%	1,846 $236,000
Q2 2020 Aug 12, 2020	SELL	$46.66 - $61.22 $7.65 Million - $10 Million	-163,984 Reduced 98.72%	2,121 $250,000
Q1 2020 May 12, 2020	BUY	$42.17 - $63.99 $835,472 - $1.27 Million	19,812 Added 13.54%	166,105 $16.3 Million
Q4 2019 Feb 13, 2020	BUY	$53.71 - $60.35 $1.1 Million - $1.24 Million	20,511 Added 16.31%	146,293 $17.6 Million
Q3 2019 Nov 07, 2019	BUY	$55.16 - $56.18 $655,742 - $667,867	11,888 Added 10.44%	125,782 $14 Million
Q2 2019 Aug 14, 2019	BUY	N/A	19,431 Added 20.57%	113,894 $12.5 Million
Q1 2019 May 13, 2019	BUY	N/A	28,655 Added 43.54%	94,463 $9.96 Million
Q4 2018 Jan 16, 2019	BUY	N/A	20,965 Added 46.75%	65,808 $6.12 Million
Q3 2018 Oct 09, 2018	BUY	N/A	22,422 Added 100.0%	44,843 $4.79 Million
Q2 2018 Aug 01, 2018	BUY	N/A	19,143 Added 583.98%	22,421 $2.26 Million
Q1 2018 May 09, 2018	BUY	N/A	3,278 New	3,278 $320,000

Others Institutions Holding DSI

# of Institutions

574

Shares Held

26M

Call Options Held

3K

Put Options Held

800

About ISHARES MSCI KLD 400 SOCIAL ET

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