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
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
792
New
$60.4K - $66.7K
792 $87.5K
Jul 21, 2023 Q2 2023
Austin Private Wealth, LLC

BUY
 -
766
+ 7.32%
$58.4K - $64.5K
11.2K $1.24M
Aug 10, 2023 Q2 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
765
+ 5.46%
$58.3K - $64.4K
14.8K $1.63M
Aug 14, 2023 Q2 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
725
+ 7.11%
$55.3K - $61.1K
10.9K $1.21M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
725
+ 3.09%
$55.3K - $61.1K
24.2K $2.67M
Jul 26, 2023 Q2 2023
Cx Institutional

BUY
 -
717
+ 3.07%
$54.7K - $60.4K
24.1K $2.66M
Jul 26, 2023 Q2 2023
Peak Financial Management, Inc.

BUY
 -
690
+ 12.23%
$52.6K - $58.1K
6.33K $699K
Aug 11, 2023 Q2 2023
Sei Investments CO

Oaks, PA
BUY
 -
689
+ 0.2%
$52.5K - $58K
354K $39.1M
Aug 10, 2023 Q2 2023
Neumann Capital Management, LLC

BUY
 -
680
+ 2.17%
$51.8K - $57.3K
32K $3.53M
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

BUY
 -
667
+ 2.99%
$50.9K - $56.2K
23K $2.53M
Aug 02, 2023 Q2 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
634
+ 19.81%
$48.3K - $53.4K
3.84K $423K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
632
+ 3.82%
$48.2K - $53.2K
17.2K $1.9M
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
608
New
$46.4K - $51.2K
608 $67.1K
Jul 21, 2023 Q2 2023
Clear Harbor Asset Management, LLC

BUY
 -
590
+ 6.02%
$45K - $49.7K
10.4K $1.15M
Jul 14, 2023 Q2 2023
Bond & Devick Financial Network, Inc.

BUY
 -
566
+ 5.19%
$43.2K - $47.7K
11.5K $1.27M
Aug 03, 2023 Q2 2023
Coldstream Capital Management Inc

BUY
 -
559
+ 3.51%
$42.6K - $47.1K
16.5K $1.82M
Jul 21, 2023 Q2 2023
Main Street Investment Advisors LLC

BUY
 -
521
+ 3.84%
$39.7K - $43.9K
14.1K $1.55M
Aug 01, 2023 Q2 2023
Massmutual Trust CO Fsb

BUY
 -
519
+ 4.07%
$39.6K - $43.7K
13.3K $1.47M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
498
+ 0.25%
$38K - $42K
196K $21.6M
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
477
+ 10.38%
$36.4K - $40.2K
5.07K $560K
Jul 20, 2023 Q2 2023
Bourgeon Capital Management LLC

BUY
 -
470
New
$35.8K - $39.6K
470 $51.9K
Jul 31, 2023 Q2 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
466
+ 15.84%
$35.5K - $39.3K
3.41K $376K
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
BUY
 -
429
+ 5.59%
$32.7K - $36.1K
8.11K $895K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
399
+ 1.42%
$30.4K - $33.6K
28.6K $3.15M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
381
+ 0.79%
$29K - $32.1K
48.9K $5.4M
Aug 08, 2023 Q2 2023
Bbr Partners, LLC

New York, NY
BUY
 -
358
+ 1.93%
$27.3K - $30.2K
18.9K $2.09M
Jul 13, 2023 Q2 2023
Wesbanco Bank Inc

BUY
 -
338
+ 10.84%
$25.8K - $28.5K
3.46K $382K
Jul 20, 2023 Q2 2023
Bailard, Inc.

BUY
 -
336
+ 0.99%
$25.6K - $28.3K
34.2K $3.78M
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

BUY
 -
308
+ 4.65%
$23.5K - $25.9K
6.93K $765K
Aug 08, 2023 Q2 2023
Archer Investment Corp

BUY
 -
304
New
$23.2K - $25.6K
304 $33.6K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
302
+ 4.17%
$23K - $25.4K
7.54K $833K
Aug 09, 2023 Q2 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
284
New
$21.7K - $23.9K
284 $31.4K
Jul 21, 2023 Q2 2023
Tempus Wealth Planning, LLC

BUY
 -
282
+ 2.11%
$21.5K - $23.8K
13.6K $1.51M
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
232
+ 7.65%
$17.7K - $19.5K
3.27K $361K
Jul 21, 2023 Q2 2023
Goldstein Advisors, LLC

Madison, WI
BUY
 -
226
+ 6.72%
$17.2K - $19K
3.59K $396K
Aug 07, 2023 Q2 2023
Polaris Wealth Advisory Group, LLC

BUY
 -
220
+ 3.25%
$16.8K - $18.5K
7K $773K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
206
+ 4.22%
$15.7K - $17.4K
5.09K $562K
Jul 17, 2023 Q2 2023
Trust CO Of Vermont

BUY
 -
200
+ 5.63%
$15.2K - $16.8K
3.75K $415K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
200
+ 2.34%
$15.2K - $16.8K
8.73K $964K
Aug 23, 2023 Q2 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
150
New
$11.4K - $12.6K
150 $16.6K
Jul 06, 2023 Q2 2023
Boston Standard Wealth Management, LLC

BUY
 -
150
+ 1.18%
$11.4K - $12.6K
12.8K $1.42M
Jul 24, 2023 Q2 2023
Toth Financial Advisory Corp

BUY
 -
145
New
$11.1K - $12.2K
145 $16K
Jul 24, 2023 Q2 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
142
+ 2.82%
$10.8K - $12K
5.18K $572K
Aug 14, 2023 Q2 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
136
+ 0.58%
$10.4K - $11.5K
23.8K $2.62M
Jul 25, 2023 Q2 2023
Bigelow Investment Advisors, LLC

BUY
 -
128
+ 1.42%
$9.76K - $10.8K
9.15K $1.01M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
103
New
$7.85K - $8.68K
103 $11.4K
Jul 17, 2023 Q2 2023
Hm Payson & CO

Portland, ME
BUY
 -
100
+ 1.76%
$7.62K - $8.42K
5.77K $637K
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
100
+ 0.94%
$7.62K - $8.42K
10.8K $1.19M
Aug 14, 2023 Q2 2023
Trellis Advisors, LLC

BUY
 -
86
+ 0.24%
$6.56K - $7.24K
35.8K $3.96M

Track Institutional and Insider Activities on DSI

Follow ISHARES MSCI KLD 400 SOCIAL ET and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells DSI shares.

Notify only if

Insider Trading

Get notified when an Ishares Msci Kld 400 Social Et insider buys or sells DSI shares.

Notify only if

News

Receive news related to ISHARES MSCI KLD 400 SOCIAL ET

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on DSI