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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
93+ 3.85% |
$6.23K - $7.6K
|
2.51K
$280K
|
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
68+ 50.37% |
$4.55K - $5.55K
|
203
$22.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
68+ 0.31% |
$4.55K - $5.55K
|
22.3K
$2.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
63+ 1.43% |
$4.22K - $5.15K
|
4.47K
$500K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
60+ 0.46% |
$4.02K - $4.9K
|
13.2K
$1.48M
|
|
|
Oct 12, 2022
Q3 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
55+ 0.51% |
$3.68K - $4.49K
|
10.8K
$1.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
49+ 98.0% |
$3.28K - $4K
|
99
$11.1K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
42+ 0.26% |
$2.81K - $3.43K
|
15.9K
$1.78M
|
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
30+ 15.0% |
$2.01K - $2.45K
|
230
$25.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
29+ 0.24% |
$1.94K - $2.37K
|
11.9K
$1.33M
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29+ 0.96% |
$1.94K - $2.37K
|
3.04K
$340K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
BUY
|
- |
21+ 0.47% |
$1.41K - $1.72K
|
4.52K
$505K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20+ 0.42% |
$1.34K - $1.63K
|
4.74K
$529K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
17+ 0.31% |
$1.14K - $1.39K
|
5.49K
$614K
|
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
17+ 0.91% |
$1.14K - $1.39K
|
1.89K
$212K
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
15+ 0.5% |
$1K - $1.23K
|
2.99K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
13+ 0.43% |
$871 - $1.06K
|
3.02K
$338K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
10+ 0.29% |
$670 - $817
|
3.5K
$391K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8+ 8.99% |
$536 - $654
|
97
$10.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
8+ 0.09% |
$536 - $654
|
9.05K
$1.01M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.36% |
$469 - $572
|
1.98K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
6+ 0.02% |
$402 - $490
|
24.6K
$2.75M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
6+ 0.08% |
$402 - $490
|
7.22K
$807K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 0.45% |
$335 - $408
|
1.11K
$124K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
4+ 0.23% |
$268 - $327
|
1.77K
$198K
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
4+ 0.07% |
$268 - $327
|
5.67K
$634K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3+ 0.07% |
$201 - $245
|
4.05K
$452K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
3+ 2.11% |
$201 - $245
|
145
$16.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.4% |
$201 - $245
|
751
$84K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.44% |
$134 - $163
|
460
$51.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.45% |
$67 - $81.7
|
221
$24.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$67 - $81.7
|
252
$28.2K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.67% |
$67 - $81.7
|
151
$16.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3- 0.02% |
$201 - $245
|
12.3K
$1.38M
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-4- 0.11% |
$268 - $327
|
3.65K
$408K
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-5- 0.02% |
$335 - $408
|
25.3K
$2.83M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-10- 0.21% |
$670 - $817
|
4.76K
$532K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-12- 0.39% |
$804 - $980
|
3.09K
$345K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-12- 0.39% |
$804 - $980
|
3.09K
$345K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-13- 2.01% |
$871 - $1.06K
|
634
$70.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-18- 0.49% |
$1.21K - $1.47K
|
3.63K
$405K
|
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-29- 0.76% |
$1.94K - $2.37K
|
3.79K
$424K
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-34- 0.63% |
$2.28K - $2.78K
|
5.38K
$602K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-45- 0.32% |
$3.01K - $3.68K
|
14.2K
$1.58M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-46- 1.48% |
$3.08K - $3.76K
|
3.07K
$343K
|
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-49- 0.15% |
$3.28K - $4K
|
33.4K
$3.74M
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-53- 2.19% |
$3.55K - $4.33K
|
2.37K
$265K
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-70- 0.34% |
$4.69K - $5.72K
|
20.8K
$2.33M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-78- 0.26% |
$5.22K - $6.37K
|
30.1K
$3.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-78- 0.45% |
$5.22K - $6.37K
|
17.4K
$1.94M
|