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 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
434+ 3.95% |
$30.8K - $34.4K
|
11.4K
$1.26M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
416+ 6.69% |
$29.6K - $32.9K
|
6.63K
$732K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
404+ 13.66% |
$28.7K - $32K
|
3.36K
$371K
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
361+ 4.59% |
$25.7K - $28.6K
|
8.23K
$908K
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
360+ 195.65% |
$25.6K - $28.5K
|
544
$60.1K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
341+ 3.19% |
$24.2K - $27K
|
11K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
313+ 2.01% |
$22.2K - $24.8K
|
15.9K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
311+ 1.72% |
$22.1K - $24.6K
|
18.4K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
300+ 0.85% |
$21.3K - $23.8K
|
35.8K
$3.95M
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
300+ 19.35% |
$21.3K - $23.8K
|
1.85K
$204K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
297+ 7.79% |
$21.1K - $23.5K
|
4.11K
$454K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
277+ 5.03% |
$19.7K - $21.9K
|
5.78K
$639K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
238+ 1.08% |
$16.9K - $18.8K
|
22.3K
$2.46M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
215+ 0.51% |
$15.3K - $17K
|
42.1K
$4.65M
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
208+ 0.18% |
$14.8K - $16.5K
|
115K
$12.7M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
205+ 2.5% |
$14.6K - $16.2K
|
8.41K
$929K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
204+ 4.53% |
$14.5K - $16.2K
|
4.71K
$520K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
203+ 35.12% |
$14.4K - $16.1K
|
781
$86.2K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
195+ 3.67% |
$13.9K - $15.4K
|
5.52K
$609K
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
150+ 1.51% |
$10.7K - $11.9K
|
10.1K
$1.12M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
115+ 2.4% |
$8.17K - $9.11K
|
4.9K
$541K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
112+ 2.7% |
$7.96K - $8.87K
|
4.26K
$470K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
108New |
$7.68K - $8.55K
|
108
$11.9K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
106+ 0.34% |
$7.53K - $8.4K
|
30.9K
$3.41M
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
BUY
|
- |
100New |
$7.11K - $7.92K
|
100
$11K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
84+ 0.39% |
$5.97K - $6.65K
|
21.5K
$2.38M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
80+ 1.06% |
$5.69K - $6.34K
|
7.63K
$842K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
BUY
|
- |
65+ 1.16% |
$4.62K - $5.15K
|
5.69K
$628K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
60+ 1.46% |
$4.26K - $4.75K
|
4.18K
$461K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
56New |
$3.98K - $4.44K
|
56
$6.18K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
53+ 0.47% |
$3.77K - $4.2K
|
11.3K
$1.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
48+ 0.67% |
$3.41K - $3.8K
|
7.25K
$800K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
40+ 1.33% |
$2.84K - $3.17K
|
3.06K
$338K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
36New |
$2.56K - $2.85K
|
36
$3.98K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
30+ 4.55% |
$2.13K - $2.38K
|
690
$76.2K
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
30+ 15.0% |
$2.13K - $2.38K
|
230
$25.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
29+ 0.73% |
$2.06K - $2.3K
|
4.02K
$443K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
26+ 0.05% |
$1.85K - $2.06K
|
56.9K
$6.28M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
26+ 0.14% |
$1.85K - $2.06K
|
18K
$1.99M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
25+ 26.6% |
$1.78K - $1.98K
|
119
$13.1K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
25+ 0.02% |
$1.78K - $1.98K
|
133K
$14.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
21+ 7.66% |
$1.49K - $1.66K
|
295
$32.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.17% |
$1.42K - $1.58K
|
11.5K
$1.27M
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
19+ 0.34% |
$1.35K - $1.5K
|
5.61K
$619K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
13+ 0.17% |
$924 - $1.03K
|
7.8K
$861K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
13+ 0.66% |
$924 - $1.03K
|
1.99K
$220K
|
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
11+ 0.36% |
$782 - $871
|
3.05K
$336K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
10+ 0.08% |
$711 - $792
|
12.1K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.32% |
$711 - $792
|
3.1K
$342K
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
9+ 0.25% |
$640 - $713
|
3.61K
$398K
|