Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
639+ 3.29% |
$42.8K - $52.2K
|
20.1K
$2.25M
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
616+ 3.59% |
$41.3K - $50.3K
|
17.8K
$1.99M
|
|
Oct 17, 2022
Q3 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
600+ 6.27% |
$40.2K - $49K
|
10.2K
$1.14M
|
|
Nov 10, 2022
Q3 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
589+ 2.04% |
$39.4K - $48.1K
|
29.5K
$3.29M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
581+ 19.37% |
$38.9K - $47.5K
|
3.58K
$400K
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
572New |
$38.3K - $46.7K
|
572
$63.9K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
550New |
$36.8K - $44.9K
|
550
$61.5K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
546+ 3.27% |
$36.6K - $44.6K
|
17.2K
$1.93M
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
545+ 0.58% |
$36.5K - $44.5K
|
94.7K
$10.6M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
542+ 8.65% |
$36.3K - $44.3K
|
6.81K
$761K
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
504+ 14.3% |
$33.8K - $41.2K
|
4.03K
$450K
|
|
Nov 02, 2022
Q3 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
440+ 0.69% |
$29.5K - $35.9K
|
63.9K
$7.14M
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
428+ 27.19% |
$28.7K - $35K
|
2K
$224K
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
428+ 27.19% |
$28.7K - $35K
|
2K
$224K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
413+ 13.48% |
$27.7K - $33.7K
|
3.48K
$389K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
404+ 1.22% |
$27.1K - $33K
|
33.6K
$3.76M
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
395+ 2.86% |
$26.5K - $32.3K
|
14.2K
$1.59M
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
384+ 4.38% |
$25.7K - $31.4K
|
9.15K
$1.02M
|
|
Oct 28, 2022
Q3 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
384+ 7.34% |
$25.7K - $31.4K
|
5.61K
$628K
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
376+ 1.1% |
$25.2K - $30.7K
|
34.5K
$3.86M
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
375+ 7.08% |
$25.1K - $30.6K
|
5.67K
$634K
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
373+ 1.24% |
$25K - $30.5K
|
30.5K
$3.41M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
355+ 65.26% |
$23.8K - $29K
|
899
$101K
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
336+ 23.48% |
$22.5K - $27.4K
|
1.77K
$198K
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
329+ 0.87% |
$22K - $26.9K
|
38K
$4.25M
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
328+ 4.24% |
$22K - $26.8K
|
8.06K
$901K
|
|
Oct 14, 2022
Q3 2022
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
299+ 0.85% |
$20K - $24.4K
|
35.7K
$3.99M
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
293+ 2.79% |
$19.6K - $23.9K
|
10.8K
$1.21M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
268+ 0.59% |
$17.9K - $21.9K
|
46.1K
$5.15M
|
|
Nov 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
265+ 1.1% |
$17.7K - $21.6K
|
24.4K
$2.73M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
241+ 22.09% |
$16.1K - $19.7K
|
1.33K
$149K
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
BUY
|
- |
236+ 3.92% |
$15.8K - $19.3K
|
6.26K
$700K
|
|
Oct 28, 2022
Q3 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
217+ 1.62% |
$14.5K - $17.7K
|
13.6K
$1.53M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
216+ 4.0% |
$14.5K - $17.6K
|
5.61K
$627K
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
214+ 6.34% |
$14.3K - $17.5K
|
3.59K
$401K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
197+ 1.72% |
$13.2K - $16.1K
|
11.7K
$1.3M
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
171+ 1.72% |
$11.5K - $14K
|
10.1K
$1.13M
|
|
Oct 18, 2022
Q3 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
158+ 0.49% |
$10.6K - $12.9K
|
32.3K
$3.61M
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
150New |
$10K - $12.3K
|
150
$16.8K
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
135+ 0.81% |
$9.04K - $11K
|
16.8K
$1.87M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
132+ 0.84% |
$8.84K - $10.8K
|
15.8K
$1.77M
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
119+ 19.8% |
$7.97K - $9.72K
|
720
$80.5K
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
119+ 0.4% |
$7.97K - $9.72K
|
29.9K
$3.34M
|
|
Nov 14, 2022
Q3 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
118+ 0.97% |
$7.9K - $9.64K
|
12.3K
$1.37M
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
109+ 1.69% |
$7.3K - $8.9K
|
6.56K
$733K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
109+ 0.57% |
$7.3K - $8.9K
|
19.3K
$2.16M
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
102+ 0.81% |
$6.83K - $8.33K
|
12.6K
$1.41M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
102New |
$6.83K - $8.33K
|
102
$11.4K
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
100+ 2.49% |
$6.7K - $8.17K
|
4.12K
$460K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
94New |
$6.3K - $7.68K
|
94
$10.5K
|