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 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
86+ 0.87% |
$6.56K - $7.24K
|
9.93K
$1.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
72+ 0.23% |
$5.49K - $6.07K
|
30.9K
$3.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
71+ 2.32% |
$5.41K - $5.98K
|
3.13K
$346K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
54+ 1.12% |
$4.12K - $4.55K
|
4.89K
$540K
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
50+ 1.13% |
$3.81K - $4.21K
|
4.49K
$496K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
44+ 1.56% |
$3.35K - $3.71K
|
2.86K
$316K
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
40+ 0.21% |
$3.05K - $3.37K
|
19.2K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
32+ 0.21% |
$2.44K - $2.7K
|
15.4K
$1.7M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
30+ 15.0% |
$2.29K - $2.53K
|
230
$25.4K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
28+ 0.58% |
$2.13K - $2.36K
|
4.82K
$532K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14New |
$1.07K - $1.18K
|
14
$1.55K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
13+ 0.23% |
$991 - $1.1K
|
5.62K
$621K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
12+ 0.28% |
$915 - $1.01K
|
4.27K
$471K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
BUY
|
- |
12+ 0.3% |
$915 - $1.01K
|
4.03K
$445K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9+ 0.16% |
$686 - $758
|
5.79K
$640K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9+ 0.21% |
$686 - $758
|
4.35K
$480K
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
9+ 0.07% |
$686 - $758
|
13.1K
$1.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
7+ 0.23% |
$534 - $590
|
3.05K
$337K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.23% |
$534 - $590
|
3.11K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6+ 0.28% |
$457 - $505
|
2.17K
$240K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.14% |
$381 - $421
|
3.61K
$399K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.27% |
$229 - $253
|
1.12K
$124K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.15% |
$152 - $168
|
1.33K
$147K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
2+ 0.03% |
$152 - $168
|
6.63K
$732K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.94% |
$152 - $168
|
214
$23.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.25% |
$152 - $168
|
818
$90.3K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.26% |
$152 - $168
|
783
$86.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.36% |
$76.2 - $84.2
|
275
$30.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.09% |
$76.2 - $84.2
|
1.06K
$117K
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$76.2 - $84.2
|
4.52K
$499K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-2- 0.03% |
$152 - $168
|
7.46K
$824K
|
|
|
Jul 24, 2023
Q2 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$229 - $253
|
21K
$2.32M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6- 0.22% |
$457 - $505
|
2.73K
$301K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6- 0.22% |
$457 - $505
|
2.73K
$301K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-6- 0.04% |
$457 - $505
|
14.1K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-7- 1.13% |
$534 - $590
|
614
$67.8K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-12- 5.91% |
$915 - $1.01K
|
191
$21.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-16- 0.1% |
$1.22K - $1.35K
|
16.5K
$1.82M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-18- 0.01% |
$1.37K - $1.52K
|
149K
$16.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-20- 2.25% |
$1.52K - $1.68K
|
868
$95.8K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-21- 0.3% |
$1.6K - $1.77K
|
7.05K
$778K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-21- 1.11% |
$1.6K - $1.77K
|
1.88K
$207K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-24- 0.85% |
$1.83K - $2.02K
|
2.8K
$310K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-29- 1.46% |
$2.21K - $2.44K
|
1.96K
$216K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-31- 4.89% |
$2.36K - $2.61K
|
603
$66.6K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-32- 0.12% |
$2.44K - $2.7K
|
26.3K
$2.91M
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-34- 0.17% |
$2.59K - $2.86K
|
19.5K
$2.16M
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-39- 0.61% |
$2.97K - $3.29K
|
6.4K
$706K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-45- 0.6% |
$3.43K - $3.79K
|
7.49K
$827K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-50- 50.0% |
$3.81K - $4.21K
|
50
$5.52K
|