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 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-475- 1.17% |
$36.2K - $40K
|
40.1K
$4.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-481- 4.36% |
$36.7K - $40.5K
|
10.5K
$1.16M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-511- 1.84% |
$39K - $43K
|
27.3K
$3.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-513- 4.53% |
$39.1K - $43.2K
|
10.8K
$1.19M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-550- 0.61% |
$41.9K - $46.3K
|
89.8K
$9.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-551- 1.6% |
$42K - $46.4K
|
33.8K
$3.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-553- 11.34% |
$42.2K - $46.6K
|
4.33K
$478K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-577- 5.31% |
$44K - $48.6K
|
10.3K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-590- 6.31% |
$45K - $49.7K
|
8.75K
$967K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-592- 3.63% |
$45.1K - $49.9K
|
15.7K
$1.73M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-646- 63.58% |
$49.3K - $54.4K
|
370
$40.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-649- 0.94% |
$49.5K - $54.7K
|
68.2K
$7.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-666- 10.99% |
$50.8K - $56.1K
|
5.39K
$595K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-682- 2.1% |
$52K - $57.5K
|
31.8K
$3.51M
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-757- 4.12% |
$57.7K - $63.8K
|
17.6K
$1.94M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-800- 4.21% |
$61K - $67.4K
|
18.2K
$2.01M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-840- 14.63% |
$64K - $70.8K
|
4.9K
$541K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-844- 2.24% |
$64.3K - $71.1K
|
36.8K
$4.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-918- 3.43% |
$70K - $77.3K
|
25.8K
$2.85M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-938- 8.8% |
$71.5K - $79K
|
9.72K
$1.07M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-965- 5.33% |
$73.6K - $81.3K
|
17.1K
$1.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-974- 3.14% |
$74.3K - $82K
|
30K
$3.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-984- 3.36% |
$75K - $82.9K
|
28.3K
$3.12M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1.06K- 2.43% |
$81K - $89.5K
|
42.6K
$4.71M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.07K- 5.37% |
$81.2K - $89.7K
|
18.8K
$2.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.17K- 12.39% |
$88.9K - $98.2K
|
8.24K
$910K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.18K- 5.48% |
$90K - $99.5K
|
20.4K
$2.25M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.38K- 20.51% |
$106K - $117K
|
5.36K
$592K
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.41K- 25.35% |
$107K - $119K
|
4.15K
$458K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.45K- 4.67% |
$111K - $122K
|
29.6K
$3.27M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.47K- 9.45% |
$112K - $124K
|
14.1K
$1.55M
|
|
|
Jul 17, 2023
Q2 2023
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-1.52K- 3.44% |
$116K - $128K
|
42.6K
$4.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.53K- 1.15% |
$117K - $129K
|
131K
$14.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.54K- 2.3% |
$117K - $129K
|
65.2K
$7.19M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.59K- 6.53% |
$121K - $134K
|
22.8K
$2.52M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.6K- 0.85% |
$122K - $135K
|
186K
$20.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.72K- 68.13% |
$131K - $145K
|
805
$88.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.84K- 6.05% |
$141K - $155K
|
28.6K
$3.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.89K- 7.19% |
$144K - $159K
|
24.4K
$2.69M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.9K- 94.39% |
$145K - $160K
|
113
$12.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.04K- 7.0% |
$155K - $172K
|
27K
$2.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.05K- 3.14% |
$156K - $172K
|
63.1K
$6.97M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-2.17K- 6.14% |
$165K - $183K
|
33.1K
$3.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.22K- 42.16% |
$169K - $187K
|
3.04K
$336K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.24K- 7.33% |
$171K - $189K
|
28.3K
$3.12M
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.25K- 45.48% |
$172K - $190K
|
2.7K
$298K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.27K- 47.44% |
$173K - $191K
|
2.51K
$277K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.27K- 5.21% |
$173K - $191K
|
41.3K
$4.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.28K- 10.51% |
$174K - $192K
|
19.4K
$2.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.36K- 5.61% |
$180K - $199K
|
39.8K
$4.39M
|