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 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-221- 0.61% |
$15.7K - $17.5K
|
35.7K
$3.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
SELL
|
- |
-224- 3.27% |
$15.9K - $17.7K
|
6.63K
$732K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-225- 6.65% |
$16K - $17.8K
|
3.16K
$349K
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-252- 3.59% |
$17.9K - $20K
|
6.78K
$748K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-263- 3.09% |
$18.7K - $20.8K
|
8.25K
$911K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-269- 23.7% |
$19.1K - $21.3K
|
866
$95.6K
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-271- 4.65% |
$19.3K - $21.5K
|
5.56K
$613K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-280- 3.7% |
$19.9K - $22.2K
|
7.3K
$806K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-296- 2.17% |
$21K - $23.4K
|
13.4K
$1.47M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-299- 11.92% |
$21.2K - $23.7K
|
2.21K
$244K
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-299- 2.51% |
$21.2K - $23.7K
|
11.6K
$1.28M
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-303- 4.39% |
$21.5K - $24K
|
6.6K
$729K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-321- 1.59% |
$22.8K - $25.4K
|
19.8K
$2.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-334- 9.3% |
$23.7K - $26.5K
|
3.26K
$360K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-342- 2.42% |
$24.3K - $27.1K
|
13.8K
$1.52M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-367- 3.33% |
$26.1K - $29.1K
|
10.7K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-375- 5.04% |
$26.7K - $29.7K
|
7.06K
$780K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-394- 7.37% |
$28K - $31.2K
|
4.95K
$546K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-396- 13.55% |
$28.1K - $31.4K
|
2.53K
$279K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-410- 89.13% |
$29.1K - $32.5K
|
50
$5.52K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-420- 4.35% |
$29.8K - $33.3K
|
9.23K
$1.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-436- 10.95% |
$31K - $34.5K
|
3.54K
$391K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-450- 7.97% |
$32K - $35.6K
|
5.2K
$574K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-450- 0.94% |
$32K - $35.6K
|
47.4K
$5.24M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-451- 8.63% |
$32.1K - $35.7K
|
4.78K
$527K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-480- 0.12% |
$34.1K - $38K
|
393K
$43.4M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-480- 0.12% |
$34.1K - $38K
|
393K
$43.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-484- 4.4% |
$34.4K - $38.3K
|
10.5K
$1.16M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-502- 0.46% |
$35.7K - $39.8K
|
109K
$12M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-552- 3.46% |
$39.2K - $43.7K
|
15.4K
$1.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-552- 1.39% |
$39.2K - $43.7K
|
39.1K
$4.31M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-581- 14.24% |
$41.3K - $46K
|
3.5K
$386K
|
|
|
May 09, 2023
Q1 2023
|
Appleton Group, LLC
|
SELL
|
- |
-590- 14.0% |
$41.9K - $46.7K
|
3.62K
$400K
|
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-596- 14.8% |
$42.4K - $47.2K
|
3.43K
$379K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-596- 15.7% |
$42.4K - $47.2K
|
3.2K
$353K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-606Closed |
$43.1K - $48K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-608- 2.05% |
$43.2K - $48.2K
|
29.1K
$3.22M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-609- 1.84% |
$43.3K - $48.2K
|
32.5K
$3.59M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-618- 5.09% |
$43.9K - $48.9K
|
11.5K
$1.27M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-619- 3.31% |
$44K - $49K
|
18.1K
$2M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-649- 11.62% |
$46.1K - $51.4K
|
4.94K
$545K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-656- 38.3% |
$46.6K - $52K
|
1.06K
$117K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-677- 4.73% |
$48.1K - $53.6K
|
13.7K
$1.51M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-725- 1.77% |
$51.5K - $57.4K
|
40.2K
$4.44M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-725- 6.64% |
$51.5K - $57.4K
|
10.2K
$1.13M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-750- 5.89% |
$53.3K - $59.4K
|
12K
$1.32M
|
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-772- 8.52% |
$54.9K - $61.1K
|
8.29K
$915K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-809- 21.41% |
$57.5K - $64.1K
|
2.97K
$328K
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-990- 23.93% |
$70.4K - $78.4K
|
3.15K
$347K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1K- 3.37% |
$71.4K - $79.5K
|
28.8K
$3.18M
|