Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
237KNew |
$18.1M - $20M
|
237K
$27M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
173K+ 237.45% |
$13.2M - $14.5M
|
245K
$28M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
80.7K+ 1.86% |
$6.16M - $6.8M
|
4.41M
$503M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
64.5KNew |
$4.92M - $5.43M
|
64.5K
$7.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
52.5K+ 5.54% |
$4M - $4.42M
|
1M
$114M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
43.3KNew |
$3.3M - $3.65M
|
43.3K
$4.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35.8KNew |
$2.73M - $3.01M
|
35.8K
$4.07M
|
|
|
Aug 17, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
31.5K+ 87.3% |
$2.4M - $2.66M
|
67.6K
$7.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.7KNew |
$1.81M - $2M
|
23.7K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.4K+ 321.31% |
$1.63M - $1.8M
|
28K
$3.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
19.4K+ 116.47% |
$1.48M - $1.64M
|
36.1K
$4.12M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
16.9K+ 93.98% |
$1.29M - $1.42M
|
34.9K
$3.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
16.1K+ 228.13% |
$1.23M - $1.36M
|
23.2K
$2.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
12.9K+ 50.35% |
$986K - $1.09M
|
38.6K
$4.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
12.2K+ 106.01% |
$930K - $1.03M
|
23.7K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.4K+ 72.96% |
$866K - $956K
|
26.9K
$3.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
11.2K+ 27.32% |
$852K - $942K
|
52.1K
$5.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.8K+ 2.74% |
$820K - $906K
|
404K
$46M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.8K+ 2.74% |
$820K - $906K
|
404K
$46M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.97K+ 18.1% |
$760K - $840K
|
65K
$7.41M
|
|
|
Jul 26, 2023
Q2 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
8.53K+ 6.76% |
$651K - $719K
|
135K
$15.4M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.32KNew |
$634K - $701K
|
8.32K
$948K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
8.24KNew |
$628K - $694K
|
8.24K
$938K
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
8.13K+ 41.84% |
$620K - $685K
|
27.6K
$3.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.86KNew |
$599K - $662K
|
7.86K
$896K
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.34KNew |
$560K - $619K
|
7.34K
$837K
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
6.73KNew |
$513K - $567K
|
6.73K
$767K
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
6.62KNew |
$504K - $557K
|
6.62K
$754K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.08K+ 8.31% |
$464K - $512K
|
79.3K
$9.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
5.73KNew |
$437K - $483K
|
5.73K
$653K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5.73KNew |
$437K - $482K
|
5.73K
$653K
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
5.39KNew |
$411K - $454K
|
5.39K
$614K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.33K+ 26.29% |
$406K - $449K
|
25.6K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.19K+ 109.33% |
$396K - $437K
|
9.94K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
5.01K+ 12.9% |
$382K - $422K
|
43.9K
$5M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.8KNew |
$366K - $404K
|
4.8K
$547K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.61K+ 8.96% |
$351K - $388K
|
56.1K
$6.39M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.56K+ 4.61% |
$347K - $384K
|
103K
$11.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.13K+ 2.23% |
$315K - $348K
|
189K
$21.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.02KNew |
$306K - $338K
|
4.02K
$458K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
3.93K+ 18.58% |
$299K - $331K
|
25.1K
$2.86M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.91K+ 11.16% |
$298K - $330K
|
39K
$4.44M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.82K+ 27.99% |
$291K - $322K
|
17.5K
$1.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.71K+ 0.92% |
$283K - $312K
|
409K
$46.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.54K+ 2.52% |
$270K - $298K
|
144K
$16.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.42K+ 51.89% |
$261K - $288K
|
10K
$1.14M
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.34KNew |
$255K - $282K
|
3.34K
$381K
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.27KNew |
$249K - $275K
|
3.27K
$372K
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
3.23KNew |
$246K - $272K
|
3.23K
$368K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.2K+ 48.48% |
$244K - $270K
|
9.8K
$1.12M
|