Purchases and Sales Made in Q1 2023 in Ishares Msci Kld 400 Social Et (DSI)

DSI Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Kld 400 Social Et (DSI) during Q1 2023. 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 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
777K
New
$55.2M - $61.5M
777K $85.8M
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
109K
+ 210.5%
$7.76M - $8.65M
161K $17.8M
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
72.1K
New
$5.12M - $5.71M
72.1K $7.96M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
68.9K
New
$4.89M - $5.45M
68.9K $7.6M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
63.7K
+ 7.21%
$4.53M - $5.05M
947K $105M
May 12, 2023 Q1 2023
Sei Investments CO

Oaks, PA
BUY
 -
36.6K
+ 11.56%
$2.6M - $2.9M
353K $39M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
31K
New
$2.2M - $2.45M
31K $3.42M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
28.3K
+ 4.72%
$2.01M - $2.24M
628K $69.4M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
22.5K
+ 204.68%
$1.6M - $1.78M
33.4K $3.69M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
20.5K
+ 29.92%
$1.46M - $1.62M
89.1K $9.83M
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
19.3K
+ 5444.07%
$1.37M - $1.53M
19.6K $2.17M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
19.3K
+ 928.03%
$1.37M - $1.53M
21.3K $2.36M
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
18.4K
+ 128.32%
$1.3M - $1.45M
32.7K $3.61M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
16.3K
New
$1.16M - $1.29M
16.3K $1.8M
Jun 05, 2023 Q1 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
16.2K
New
$1.15M - $1.28M
16.2K $1.79M
May 12, 2023 Q1 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
15.9K
+ 28.13%
$1.13M - $1.26M
72.6K $8.02M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
11.9K
New
$844K - $941K
11.9K $1.31M
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
10.5K
New
$744K - $829K
10.5K $1.16M
Apr 17, 2023 Q1 2023
Gemmer Asset Management LLC

BUY
 -
8.5K
+ 9.41%
$604K - $673K
98.8K $10.9M
Apr 28, 2023 Q1 2023
Allen Capital Group, LLC

BUY
 -
7.89K
New
$560K - $625K
7.89K $871K
May 12, 2023 Q1 2023
Svb Wealth LLC

Boston, MA
BUY
 -
7.83K
+ 40.7%
$557K - $620K
27.1K $2.99M
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
6.65K
New
$472K - $526K
6.65K $734K
Apr 26, 2023 Q1 2023
Brooklyn Fi, LLC

New York, NY
BUY
 -
6.61K
+ 2991.4%
$470K - $524K
6.83K $754K
May 12, 2023 Q1 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
6.6K
New
$469K - $523K
6.6K $729K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
6.54K
+ 11.84%
$464K - $518K
61.7K $6.82M
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
5.77K
+ 36.19%
$410K - $457K
21.7K $2.4M
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
4.84K
New
$344K - $383K
4.84K $534K
May 19, 2023 Q1 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
4.63K
New
$329K - $367K
4.63K $511K
May 11, 2023 Q1 2023
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
4.61K
+ 13.46%
$328K - $365K
38.9K $4.29M
May 04, 2023 Q1 2023
Brio Consultants, LLC

BUY
 -
4.58K
+ 12.38%
$325K - $362K
41.5K $4.58M
May 10, 2023 Q1 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
4.44K
New
$316K - $352K
4.44K $490K
May 03, 2023 Q1 2023
Rollins Financial

BUY
 -
4.38K
New
$311K - $347K
4.38K $484K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
4.22K
+ 216.87%
$300K - $334K
6.16K $680K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
4.2K
+ 12.47%
$298K - $332K
37.9K $4.18M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
4.18K
+ 2.91%
$297K - $331K
148K $16.3M
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
4.12K
+ 5.96%
$293K - $326K
73.2K $8.08M
May 12, 2023 Q1 2023
Topel & Distasi Wealth Management, LLC

BUY
 -
3.92K
+ 25.45%
$279K - $310K
19.3K $2.13M
May 04, 2023 Q1 2023
Ma Private Wealth

BUY
 -
3.82K
+ 41.25%
$271K - $302K
13.1K $1.44M
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
3.82K
New
$271K - $302K
3.82K $421K
May 03, 2023 Q1 2023
Francis Financial, Inc.

New York, NY
BUY
 -
3.54K
+ 2.88%
$251K - $280K
126K $13.9M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
3.53K
+ 70.47%
$251K - $279K
8.53K $942K
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

BUY
 -
3.12K
New
$222K - $247K
3.12K $344K
Nov 06, 2024 Q1 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
3.08K
+ 12.44%
$219K - $244K
27.8K $3.07M
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
3.03K
New
$216K - $240K
3.03K $335K
May 15, 2023 Q1 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
3.03K
New
$215K - $240K
3.03K $335K
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
2.94K
New
$209K - $233K
2.94K $325K
May 15, 2023 Q1 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
2.83K
+ 75.47%
$201K - $224K
6.59K $727K
Apr 28, 2023 Q1 2023
Van Hulzen Asset Management, LLC

BUY
 -
2.83K
New
$201K - $224K
2.83K $312K
May 11, 2023 Q1 2023
Wilson & Boucher Capital Management, LLC

BUY
 -
2.77K
New
$197K - $219K
2.77K $306K

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