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 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.2% |
$640 - $713
|
4.6K
$512K
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8+ 0.37% |
$569 - $634
|
2.16K
$241K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8+ 0.17% |
$569 - $634
|
4.75K
$529K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
7+ 1.14% |
$497 - $554
|
621
$69.3K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6+ 3.82% |
$426 - $475
|
163
$18.2K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.36% |
$284 - $317
|
1.12K
$125K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.37% |
$213 - $238
|
816
$91K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.23% |
$213 - $238
|
1.33K
$148K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6- 2.14% |
$426 - $475
|
274
$30.6K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-18- 1.74% |
$1.28K - $1.43K
|
1.02K
$113K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-21- 0.52% |
$1.49K - $1.66K
|
4.05K
$451K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-22- 0.49% |
$1.56K - $1.74K
|
4.5K
$502K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-23- 0.47% |
$1.63K - $1.82K
|
4.86K
$542K
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-30- 0.16% |
$2.13K - $2.38K
|
19.2K
$2.14M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-30- 12.4% |
$2.13K - $2.38K
|
212
$23.6K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-30- 12.4% |
$2.13K - $2.38K
|
212
$23.6K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-35- 0.98% |
$2.49K - $2.77K
|
3.55K
$396K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-38- 18.63% |
$2.7K - $3.01K
|
166
$18.5K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-45- 0.63% |
$3.2K - $3.56K
|
7.07K
$788K
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-51- 2.75% |
$3.62K - $4.04K
|
1.8K
$201K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-51- 1.3% |
$3.62K - $4.04K
|
3.87K
$431K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-52- 53.61% |
$3.7K - $4.12K
|
45
$5.02K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-56- 0.77% |
$3.98K - $4.44K
|
7.24K
$807K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-70- 1.23% |
$4.97K - $5.54K
|
5.64K
$629K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-84- 7.57% |
$5.97K - $6.65K
|
1.03K
$114K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-85- 10.63% |
$6.04K - $6.73K
|
715
$79.7K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-89- 0.26% |
$6.33K - $7.05K
|
33.9K
$3.78M
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-91- 3.05% |
$6.47K - $7.21K
|
2.9K
$323K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-99- 0.6% |
$7.04K - $7.84K
|
16.5K
$1.84M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-102- 3.8% |
$7.25K - $8.08K
|
2.58K
$288K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-102- 1.35% |
$7.25K - $8.08K
|
7.46K
$832K
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-108- 0.83% |
$7.68K - $8.55K
|
12.9K
$1.44M
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-109- 0.77% |
$7.75K - $8.63K
|
14K
$1.56M
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-123- 1.88% |
$8.74K - $9.74K
|
6.44K
$718K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-128- 2.86% |
$9.1K - $10.1K
|
4.34K
$484K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-137- 0.67% |
$9.74K - $10.9K
|
20.3K
$2.26M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-144- 3.95% |
$10.2K - $11.4K
|
3.5K
$390K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-146- 0.87% |
$10.4K - $11.6K
|
16.6K
$1.86M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-148- 11.05% |
$10.5K - $11.7K
|
1.19K
$133K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-152- 75.25% |
$10.8K - $12K
|
50
$5.58K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-164- 2.42% |
$11.7K - $13K
|
6.62K
$738K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-166- 5.72% |
$11.8K - $13.1K
|
2.73K
$305K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-166- 5.72% |
$11.8K - $13.1K
|
2.73K
$305K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-178- 0.44% |
$12.7K - $14.1K
|
40.6K
$4.53M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-197- 3.61% |
$14K - $15.6K
|
5.26K
$586K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-202- 4.69% |
$14.4K - $16K
|
4.11K
$458K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-203- 4.69% |
$14.4K - $16.1K
|
4.13K
$460K
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-210- 2.89% |
$14.9K - $16.6K
|
7.06K
$788K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-213- 10.1% |
$15.1K - $16.9K
|
1.9K
$211K
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-215- 4.55% |
$15.3K - $17K
|
4.51K
$503K
|