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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-2.4K- 23.76% |
$183K - $202K
|
7.7K
$850K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-2.46K- 3.09% |
$188K - $207K
|
77.3K
$8.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.48K- 8.35% |
$189K - $209K
|
27.2K
$3.01M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.66K- 0.65% |
$203K - $224K
|
406K
$44.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.26K- 3.27% |
$249K - $275K
|
96.4K
$10.6M
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-3.39K- 6.38% |
$259K - $286K
|
49.8K
$5.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.5K- 3.39% |
$267K - $295K
|
99.7K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.55K- 18.09% |
$271K - $299K
|
16.1K
$1.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.7K- 4.39% |
$282K - $312K
|
80.6K
$8.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.72K- 5.12% |
$284K - $313K
|
68.9K
$7.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.03K- 8.5% |
$307K - $340K
|
43.4K
$4.79M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-4.4K- 36.09% |
$336K - $371K
|
7.8K
$861K
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-4.42K- 8.85% |
$337K - $373K
|
45.6K
$5.03M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-5.19K- 8.95% |
$396K - $437K
|
52.8K
$5.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5.61K- 5.16% |
$427K - $472K
|
103K
$11.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.64K- 3.82% |
$430K - $475K
|
142K
$15.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-5.98K- 5.19% |
$456K - $503K
|
109K
$12.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-6.1K- 8.56% |
$465K - $514K
|
65.1K
$7.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-6.16K- 69.35% |
$470K - $519K
|
2.72K
$301K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.26K- 0.21% |
$477K - $527K
|
3.01M
$333M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.47K- 17.1% |
$494K - $545K
|
31.4K
$3.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.66K- 3.62% |
$507K - $561K
|
177K
$19.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.83K- 42.11% |
$520K - $575K
|
9.39K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.16K- 9.8% |
$546K - $603K
|
65.9K
$7.28M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-7.2K- 20.65% |
$549K - $606K
|
27.6K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-7.79K- 4.83% |
$594K - $656K
|
153K
$16.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-7.95K- 67.79% |
$606K - $670K
|
3.78K
$417K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.88K- 6.57% |
$753K - $832K
|
140K
$15.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.9K- 45.09% |
$1.14M - $1.25M
|
18.1K
$2M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-15.3K- 6.68% |
$1.16M - $1.29M
|
213K
$23.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-17.1K- 2.92% |
$1.3M - $1.44M
|
566K
$62.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.2K- 54.48% |
$1.39M - $1.53M
|
15.2K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-20K- 50.0% |
$1.52M - $1.68M
|
20K
$2.21M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-21.5K- 73.71% |
$1.64M - $1.81M
|
7.66K
$845K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-23.2K- 17.38% |
$1.77M - $1.95M
|
110K
$12.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-26.5K- 29.75% |
$2.02M - $2.23M
|
62.6K
$6.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-32.8K- 5.72% |
$2.5M - $2.76M
|
540K
$59.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-33K- 5.25% |
$2.51M - $2.78M
|
595K
$65.7M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-35.3K- 7.76% |
$2.69M - $2.98M
|
420K
$46.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-37.8K- 58.23% |
$2.88M - $3.18M
|
27.1K
$2.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-44.5K- 2.56% |
$3.39M - $3.75M
|
1.69M
$187M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-76.1K- 4.78% |
$5.8M - $6.41M
|
1.52M
$167M
|