Purchases and Sales Made in Q1 2023 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 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 05, 2023
Q1 2023
|
Zevin Asset Management LLC
|
BUY
|
- |
2.75KNew |
$195K - $218K
|
2.75K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.73K+ 1.42% |
$194K - $217K
|
196K
$21.8M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.71K+ 11.47% |
$193K - $215K
|
26.3K
$2.94M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.69K+ 917.41% |
$191K - $213K
|
2.98K
$332K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.69K+ 19.19% |
$191K - $213K
|
16.7K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.64K+ 39.3% |
$187K - $209K
|
9.34K
$1.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
2.64KNew |
$187K - $209K
|
2.64K
$294K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.62KNew |
$186K - $207K
|
2.62K
$292K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
2.46K+ 7.5% |
$175K - $195K
|
35.3K
$3.94M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.3KNew |
$163K - $182K
|
2.3K
$256K
|
|
|
May 11, 2023
Q1 2023
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
2.24K+ 44.46% |
$159K - $177K
|
7.26K
$810K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.22K+ 13.72% |
$157K - $176K
|
18.4K
$2.05M
|
|
|
May 02, 2023
Q1 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.14K+ 7.34% |
$152K - $169K
|
31.3K
$3.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2.11K+ 9.45% |
$150K - $167K
|
24.4K
$2.72M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.76K+ 2.48% |
$125K - $139K
|
72.7K
$8.11M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.75K+ 7.05% |
$125K - $139K
|
26.6K
$2.97M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.74KNew |
$123K - $137K
|
1.74K
$193K
|
|
|
Apr 14, 2023
Q1 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
1.66K+ 3.91% |
$118K - $131K
|
44.1K
$4.92M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.54K+ 52.71% |
$109K - $122K
|
4.46K
$497K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.52K+ 5.43% |
$108K - $120K
|
29.5K
$3.29M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.49K+ 15.86% |
$106K - $118K
|
10.9K
$1.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.32K+ 1.88% |
$93.5K - $104K
|
71.3K
$7.95M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.25K+ 7.25% |
$89.1K - $99.3K
|
18.5K
$2.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.24K+ 10.08% |
$88.2K - $98.3K
|
13.6K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.23K+ 480.39% |
$87.1K - $97K
|
1.48K
$165K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.22K+ 33.44% |
$86.9K - $96.9K
|
4.88K
$544K
|
|
|
May 04, 2023
Q1 2023
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
1.06K+ 5.97% |
$75.5K - $84.1K
|
18.9K
$2.1M
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
900New |
$64K - $71.3K
|
900
$100K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
873+ 13.1% |
$62K - $69.1K
|
7.54K
$841K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
790+ 7.31% |
$56.1K - $62.6K
|
11.6K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
781+ 22.08% |
$55.5K - $61.9K
|
4.32K
$482K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
739+ 0.3% |
$52.5K - $58.5K
|
247K
$27.5M
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
721+ 7.94% |
$51.2K - $57.1K
|
9.81K
$1.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
695+ 1.08% |
$49.4K - $55K
|
65.1K
$7.26M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
661+ 10.24% |
$47K - $52.4K
|
7.12K
$794K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
660+ 2.31% |
$46.9K - $52.3K
|
29.3K
$3.26M
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
641+ 5.32% |
$45.6K - $50.8K
|
12.7K
$1.41M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
630+ 16.41% |
$44.8K - $49.9K
|
4.47K
$498K
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
600+ 7.9% |
$42.6K - $47.5K
|
8.19K
$914K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
596+ 3.24% |
$42.4K - $47.2K
|
19K
$2.12M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
561+ 8.58% |
$39.9K - $44.4K
|
7.1K
$792K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
533+ 8.25% |
$37.9K - $42.2K
|
7K
$780K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
488+ 1.62% |
$34.7K - $38.6K
|
30.5K
$3.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
486+ 16.63% |
$34.5K - $38.5K
|
3.41K
$380K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
475+ 49.17% |
$33.8K - $37.6K
|
1.44K
$161K
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
474+ 4.83% |
$33.7K - $37.5K
|
10.3K
$1.15M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
460+ 10.41% |
$32.7K - $36.4K
|
4.88K
$544K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
446+ 9.57% |
$31.7K - $35.3K
|
5.11K
$569K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
441+ 3.58% |
$31.3K - $34.9K
|
12.8K
$1.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
438New |
$31.1K - $34.7K
|
438
$48.8K
|