Purchases and Sales Made in Q2 2023 in Ishares Msci Kld 400 Social Et (DSI)

DSI Quotes by TradingView

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
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
3.13K
+ 28.81%
$238K - $264K
14K $1.54M
Aug 14, 2023 Q2 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
3.08K
New
$235K - $260K
3.08K $340K
Jul 21, 2023 Q2 2023
North Crest Asset Manangement, LLC

BUY
 -
3.03K
New
$231K - $255K
3.03K $335K
Jul 31, 2023 Q2 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
2.9K
+ 8.11%
$221K - $244K
38.6K $4.27M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
2.87K
New
$219K - $242K
2.87K $317K
Aug 09, 2023 Q2 2023
Brio Consultants, LLC

BUY
 -
2.74K
+ 6.6%
$209K - $231K
44.3K $4.89M
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
2.63K
New
$200K - $221K
2.63K $290K
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
2.56K
New
$195K - $216K
2.56K $283K
Jul 25, 2023 Q2 2023
Onyx Bridge Wealth Group LLC

BUY
 -
2.53K
+ 35.59%
$193K - $213K
9.63K $1.06M
Aug 28, 2023 Q2 2023
Myecfo, LLC

La Jolla, CA
BUY
 -
2.51K
New
$191K - $211K
2.51K $277K
Aug 10, 2023 Q2 2023
Essential Planning, Llc.

Portsmouth, NH
BUY
 -
2.5K
New
$190K - $210K
2.5K $276K
Jul 25, 2023 Q2 2023
Jb Capital LLC

BUY
 -
2.49K
New
$190K - $210K
2.49K $275K
Jul 11, 2023 Q2 2023
Cra Financial Services, LLC

BUY
 -
2.41K
New
$184K - $203K
2.41K $266K
Aug 23, 2023 Q2 2023
Headinvest, LLC

Portland, ME
BUY
 -
2.3K
+ 6.43%
$175K - $194K
38K $4.2M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
2.26K
+ 19.77%
$172K - $190K
13.7K $1.51M
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
2.17K
+ 8.15%
$165K - $183K
28.8K $3.18M
Aug 09, 2023 Q2 2023
Trillium Asset Management, LLC

Boston, MA
BUY
 -
2.07K
+ 4.2%
$158K - $175K
51.5K $5.68M
Jul 25, 2023 Q2 2023
Cambridge Trust CO

Boston, MA
BUY
 -
1.92K
+ 34.83%
$146K - $162K
7.44K $821K
Jan 24, 2024 Q2 2023
Financial Insights, Inc.

BUY
 -
1.91K
+ 7.48%
$145K - $161K
27.4K $3.03M
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
1.88K
+ 4.82%
$144K - $159K
41K $4.52M
Aug 14, 2023 Q2 2023
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
1.86K
New
$142K - $157K
1.86K $205K
Jul 28, 2023 Q2 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
1.84K
+ 15.91%
$140K - $155K
13.4K $1.48M
Aug 11, 2023 Q2 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
1.73K
+ 57.1%
$132K - $146K
4.76K $526K
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
1.57K
+ 0.64%
$120K - $132K
249K $27.4M
Jul 17, 2023 Q2 2023
Carolina Wealth Advisors, LLC

BUY
 -
1.41K
New
$107K - $118K
1.41K $155K
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
1.32K
New
$101K - $112K
1.32K $146K
Jul 18, 2023 Q2 2023
Pennsylvania Capital Management Inc

BUY
 -
1.25K
+ 2.91%
$95.2K - $105K
44.1K $4.87M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
1.24K
+ 5.79%
$94.2K - $104K
22.6K $2.49M
Aug 09, 2023 Q2 2023
Jones Financial Companies Lllp

BUY
 -
1.21K
New
$91.9K - $102K
1.21K $133K
Jul 13, 2023 Q2 2023
Miracle Mile Advisors, LLC

BUY
 -
1.2K
+ 2.11%
$91.4K - $101K
58.1K $6.41M
Aug 03, 2023 Q2 2023
Barclays PLC

London, X0
BUY
 -
1.18K
New
$89.9K - $99.3K
1.18K $130K
Aug 07, 2023 Q2 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
1.15K
+ 36.26%
$87.3K - $96.5K
4.3K $475K
Aug 14, 2023 Q2 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
1.14K
+ 2.03%
$86.7K - $95.8K
57.2K $6.32M
Jul 24, 2023 Q2 2023
Svb Wealth LLC

Boston, MA
BUY
 -
1.13K
+ 4.16%
$85.9K - $94.9K
28.2K $3.11M
Aug 11, 2023 Q2 2023
Tcwp LLC

Tampa, FL
BUY
 -
1.08K
+ 10.36%
$82.6K - $91.3K
11.5K $1.28M
Aug 08, 2023 Q2 2023
Rollins Financial

BUY
 -
1.08K
+ 24.66%
$82.3K - $91K
5.46K $603K
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
1.08K
+ 6.54%
$82.2K - $90.8K
17.6K $1.94M
Jul 24, 2023 Q2 2023
Vontobel Holding Ltd.

BUY
 -
1.07K
+ 9.26%
$81.9K - $90.5K
12.7K $1.4M
Jun 03, 2024 Q2 2023
Vontobel Holding Ltd.

BUY
 -
1.07K
+ 9.26%
$81.9K - $90.5K
12.7K $1.4M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.07K
+ 5.81%
$81.4K - $90K
19.4K $2.15M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.02K
+ 6.46%
$77.9K - $86.1K
16.8K $1.86M
Aug 14, 2023 Q2 2023
Mount Yale Investment Advisors, LLC

BUY
 -
1.02K
+ 14.31%
$77.6K - $85.8K
8.13K $898K
Jul 17, 2023 Q2 2023
Great Diamond Partners, LLC

BUY
 -
965
+ 8.73%
$73.6K - $81.3K
12K $1.33M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
932
New
$71.1K - $78.5K
932 $103K
Aug 03, 2023 Q2 2023
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
865
+ 12.25%
$65.9K - $72.9K
7.93K $875K
Jul 20, 2023 Q2 2023
Revolve Wealth Partners, LLC

BUY
 -
834
+ 10.18%
$63.6K - $70.3K
9.03K $997K
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
828
+ 5.8%
$63.1K - $69.8K
15.1K $1.67M
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
814
+ 2.86%
$62.1K - $68.6K
29.3K $3.23M
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
804
New
$61.3K - $67.7K
804 $88.8K

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