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 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.32K- 17.87% |
$88.3K - $108K
|
6.06K
$678K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.33K- 0.55% |
$88.9K - $108K
|
240K
$26.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.4K- 39.38% |
$93.8K - $114K
|
2.16K
$241K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.64K- 12.89% |
$110K - $134K
|
11.1K
$1.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1.68K- 3.13% |
$113K - $137K
|
52K
$5.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-1.79K- 95.21% |
$120K - $146K
|
90
$10.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.91K- 6.02% |
$128K - $156K
|
29.8K
$3.34M
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-2.09K- 3.81% |
$140K - $170K
|
52.8K
$5.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.18K- 1.15% |
$146K - $178K
|
187K
$20.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.3K- 8.63% |
$154K - $188K
|
24.4K
$2.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.44K- 7.47% |
$163K - $199K
|
30.2K
$3.37M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.62K- 15.11% |
$175K - $214K
|
14.7K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.67K- 16.47% |
$179K - $218K
|
13.6K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.12K- 40.46% |
$209K - $255K
|
4.59K
$513K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.18K- 9.52% |
$213K - $260K
|
30.2K
$3.38M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.25K- 42.28% |
$217K - $265K
|
4.43K
$495K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.26K- 0.07% |
$218K - $266K
|
4.65M
$520M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.6K- 4.89% |
$241K - $294K
|
70.1K
$7.84M
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-4.52K- 11.83% |
$302K - $369K
|
33.7K
$3.76M
|
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-4.74K- 4.94% |
$317K - $387K
|
91.1K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.74K- 3.19% |
$318K - $387K
|
144K
$16.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-5.01K- 17.89% |
$335K - $409K
|
23K
$2.57M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-5.18KClosed |
$347K - $423K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.36K- 32.59% |
$426K - $520K
|
13.2K
$1.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.42K- 1.57% |
$430K - $525K
|
403K
$45.1M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.42K- 1.57% |
$430K - $525K
|
403K
$45.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-7.42K- 41.22% |
$497K - $606K
|
10.6K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-7.46KClosed |
$499K - $609K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-7.69K- 1.25% |
$515K - $628K
|
607K
$67.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.78K- 18.4% |
$521K - $635K
|
34.5K
$3.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-8.03K- 18.2% |
$538K - $656K
|
36.1K
$4.04M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.08K- 26.65% |
$541K - $660K
|
22.2K
$2.49M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-8.09K- 50.57% |
$542K - $661K
|
7.91K
$884K
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-8.23K- 2.76% |
$551K - $673K
|
290K
$32.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.86K- 36.29% |
$593K - $724K
|
15.6K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.45K- 4.72% |
$633K - $772K
|
191K
$21.3M
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-10.1K- 26.81% |
$678K - $827K
|
27.6K
$3.09M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.4K- 34.48% |
$694K - $847K
|
19.7K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.8K- 20.12% |
$724K - $884K
|
43K
$4.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-11.5K- 38.61% |
$767K - $935K
|
18.2K
$2.04M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.5K- 8.1% |
$768K - $937K
|
130K
$14.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-12.2K- 63.73% |
$818K - $998K
|
6.95K
$777K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-14.9K- 8.32% |
$996K - $1.22M
|
164K
$18.3M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.8K- 29.65% |
$1.13M - $1.37M
|
39.9K
$4.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-17K- 22.87% |
$1.14M - $1.39M
|
57.3K
$6.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-18.9K- 16.61% |
$1.27M - $1.55M
|
95.1K
$10.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-19.1K- 92.36% |
$1.28M - $1.56M
|
1.58K
$177K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-22.9K- 23.71% |
$1.54M - $1.87M
|
73.8K
$8.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-23K- 2.98% |
$1.54M - $1.88M
|
748K
$83.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-33.9K- 89.03% |
$2.27M - $2.77M
|
4.18K
$467K
|