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
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.05K- 14.62% |
$288K - $321K
|
23.6K
$2.64M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.12K- 5.63% |
$293K - $326K
|
69.1K
$7.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.16K- 2.94% |
$296K - $329K
|
138K
$15.3M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-4.31K- 13.04% |
$307K - $342K
|
28.8K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.86K- 14.06% |
$345K - $385K
|
29.7K
$3.31M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.13K- 15.41% |
$365K - $407K
|
28.2K
$3.14M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-5.16K- 11.19% |
$367K - $408K
|
40.9K
$4.56M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-5.37K- 21.31% |
$381K - $425K
|
19.8K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-5.55K- 17.43% |
$395K - $440K
|
26.3K
$2.93M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.65K- 37.21% |
$401K - $447K
|
9.53K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-5.85K- 16.75% |
$416K - $463K
|
29.1K
$3.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-6.64K- 10.27% |
$472K - $526K
|
58K
$6.47M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.03K- 11.87% |
$499K - $557K
|
52.2K
$5.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.46K- 24.15% |
$530K - $591K
|
23.4K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.6K- 11.93% |
$540K - $602K
|
56.1K
$6.26M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.36K- 3.53% |
$594K - $662K
|
229K
$25.5M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.55K- 10.48% |
$608K - $677K
|
73.1K
$8.15M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.2K- 12.87% |
$725K - $808K
|
69.1K
$7.7M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10.6K- 57.04% |
$750K - $836K
|
7.95K
$886K
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-11.2K- 34.82% |
$796K - $888K
|
21K
$2.34M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11.5K- 10.01% |
$815K - $909K
|
103K
$11.5M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12K- 5.69% |
$852K - $950K
|
199K
$22.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-12.9K- 39.87% |
$915K - $1.02M
|
19.4K
$2.17M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14.5K- 32.2% |
$1.03M - $1.15M
|
30.5K
$3.4M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-14.6K- 70.71% |
$1.04M - $1.16M
|
6.06K
$676K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.8K- 12.89% |
$1.05M - $1.17M
|
99.7K
$11.1M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.6K- 24.56% |
$1.18M - $1.32M
|
51K
$5.69M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.7K- 33.94% |
$1.25M - $1.4M
|
34.4K
$3.83M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.6K- 37.25% |
$1.39M - $1.55M
|
33K
$3.68M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-19.9K- 48.5% |
$1.41M - $1.58M
|
21.1K
$2.36M
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-21K- 88.29% |
$1.49M - $1.66M
|
2.78K
$310K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-21K- 4.41% |
$1.49M - $1.66M
|
455K
$50.8M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-27.9K- 62.74% |
$1.98M - $2.21M
|
16.5K
$1.84M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-28.8K- 34.34% |
$2.05M - $2.28M
|
55.1K
$6.14M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-29K- 17.09% |
$2.06M - $2.29M
|
141K
$15.7M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-29K- 4.82% |
$2.06M - $2.3M
|
573K
$63.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-29.8K- 13.86% |
$2.12M - $2.36M
|
185K
$20.7M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-30K- 4.9% |
$2.13M - $2.38M
|
583K
$65M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32.2K- 50.86% |
$2.29M - $2.55M
|
31.1K
$3.47M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-39.7K- 71.84% |
$2.82M - $3.14M
|
15.6K
$1.74M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42.7K- 39.05% |
$3.04M - $3.38M
|
66.7K
$7.44M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-42.9K- 22.21% |
$3.05M - $3.4M
|
150K
$16.8M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-51.6K- 11.31% |
$3.67M - $4.09M
|
405K
$45.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-63.2K- 44.24% |
$4.49M - $5.01M
|
79.7K
$8.89M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-122K- 7.14% |
$8.71M - $9.7M
|
1.59M
$178M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-132K- 41.34% |
$9.42M - $10.5M
|
188K
$21M
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-146K- 74.68% |
$10.4M - $11.5M
|
49.4K
$5.51M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-280K- 6.07% |
$19.9M - $22.2M
|
4.33M
$483M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-302K- 97.52% |
$21.5M - $23.9M
|
7.68K
$856K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-498K- 14.15% |
$35.4M - $39.4M
|
3.02M
$337M
|