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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-1.05K- 24.64% |
$74.6K - $83.1K
|
3.21K
$358K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.06K- 0.79% |
$75K - $83.6K
|
133K
$14.8M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.06K- 6.98% |
$75.3K - $84K
|
14.1K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.08K- 9.89% |
$76.8K - $85.6K
|
9.85K
$1.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.1K- 12.44% |
$78.3K - $87.3K
|
7.76K
$865K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.12K- 88.42% |
$79.2K - $88.3K
|
146
$16.3K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.14K- 3.71% |
$80.7K - $89.9K
|
29.5K
$3.28M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.16K- 39.83% |
$82.5K - $92K
|
1.75K
$196K
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.17K- 11.6% |
$82.9K - $92.3K
|
8.89K
$991K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.24K- 20.93% |
$88.4K - $98.5K
|
4.7K
$524K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.27K- 58.76% |
$89.9K - $100K
|
888
$99K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.28K- 3.28% |
$90.8K - $101K
|
37.7K
$4.2M
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.28K- 4.63% |
$91K - $101K
|
26.4K
$2.94M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1.28K- 2.85% |
$91.1K - $102K
|
43.7K
$4.87M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.3K- 3.58% |
$92.5K - $103K
|
35.1K
$3.91M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 14.53% |
$96K - $107K
|
7.95K
$886K
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-1.37K- 22.21% |
$97.2K - $108K
|
4.79K
$534K
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.39K- 5.13% |
$98.8K - $110K
|
25.7K
$2.86M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.41K- 0.76% |
$100K - $112K
|
184K
$20.5M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.42K- 4.75% |
$101K - $112K
|
28.5K
$3.17M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.59K- 8.07% |
$113K - $126K
|
18.1K
$2.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.71K- 3.31% |
$121K - $135K
|
50K
$5.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.71K- 4.88% |
$121K - $135K
|
33.3K
$3.71M
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.91K- 14.74% |
$136K - $151K
|
11.1K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.04K- 4.04% |
$145K - $162K
|
48.5K
$5.41M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.05K- 11.46% |
$146K - $162K
|
15.8K
$1.77M
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2.14K- 19.19% |
$152K - $170K
|
9.02K
$1.01M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-2.2K- 39.99% |
$156K - $174K
|
3.3K
$368K
|
|
|
May 12, 2023
Q1 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.22K- 7.71% |
$158K - $176K
|
26.6K
$2.96M
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-2.35K- 4.24% |
$167K - $186K
|
53.2K
$5.93M
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.49K- 10.09% |
$177K - $197K
|
22.2K
$2.48M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.56K- 2.94% |
$182K - $203K
|
84.3K
$9.41M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.6K- 20.34% |
$185K - $206K
|
10.2K
$1.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-2.66K- 13.88% |
$189K - $210K
|
16.5K
$1.84M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.67K- 19.75% |
$190K - $212K
|
10.9K
$1.21M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.7K- 34.87% |
$192K - $214K
|
5.04K
$562K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.73K- 5.89% |
$194K - $216K
|
43.5K
$4.85M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-2.83K- 21.3% |
$201K - $224K
|
10.5K
$1.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.88K- 29.53% |
$205K - $228K
|
6.87K
$766K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.9K- 19.19% |
$206K - $229K
|
12.2K
$1.36M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-3.1K- 22.52% |
$220K - $245K
|
10.7K
$1.19M
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.13K- 23.03% |
$223K - $248K
|
10.5K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.23K- 3.45% |
$229K - $256K
|
90.4K
$10.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.23K- 4.75% |
$230K - $256K
|
64.9K
$7.24M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.27K- 10.9% |
$232K - $259K
|
26.8K
$2.98M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.43K- 15.15% |
$244K - $271K
|
19.2K
$2.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.5K- 5.03% |
$249K - $277K
|
66.1K
$7.37M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.66K- 20.4% |
$260K - $290K
|
14.3K
$1.59M
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.68K- 28.09% |
$261K - $291K
|
9.41K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.8K- 9.61% |
$270K - $301K
|
35.7K
$3.99M
|