Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-7- 0.02% |
$565 - $611
|
43.3K
$4.78M
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-7- 0.4% |
$565 - $611
|
1.72K
$190K
|
|
|
Oct 24, 2023
Q3 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-8- 0.13% |
$646 - $698
|
6.32K
$698K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9- 5.52% |
$727 - $785
|
154
$17K
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-10- 0.54% |
$808 - $873
|
1.85K
$204K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10- 0.2% |
$808 - $873
|
5.04K
$556K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-11- 1.27% |
$888 - $960
|
855
$94.4K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-12- 0.32% |
$969 - $1.05K
|
3.74K
$413K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-12- 0.27% |
$969 - $1.05K
|
4.5K
$497K
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-16- 0.22% |
$1.29K - $1.4K
|
7.3K
$806K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-16- 7.48% |
$1.29K - $1.4K
|
198
$21.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-20- 0.19% |
$1.62K - $1.75K
|
10.7K
$1.19M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-24- 0.62% |
$1.94K - $2.09K
|
3.87K
$427K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-30- 0.34% |
$2.42K - $2.62K
|
8.7K
$961K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-31- 0.54% |
$2.5K - $2.7K
|
5.76K
$636K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-34- 5.54% |
$2.75K - $2.97K
|
580
$64K
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-41- 1.52% |
$3.31K - $3.58K
|
2.66K
$293K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-41- 4.72% |
$3.31K - $3.58K
|
827
$91.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-46- 0.22% |
$3.72K - $4.01K
|
20.4K
$2.25M
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-48- 7.96% |
$3.88K - $4.19K
|
555
$61.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-49- 0.17% |
$3.96K - $4.28K
|
29.4K
$3.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-51- 0.34% |
$4.12K - $4.45K
|
14.7K
$1.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-57- 50.44% |
$4.6K - $4.97K
|
56
$6.18K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-65- 1.81% |
$5.25K - $5.67K
|
3.52K
$389K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-65- 1.87% |
$5.25K - $5.67K
|
3.41K
$376K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-66- 2.35% |
$5.33K - $5.76K
|
2.74K
$302K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-69- 0.87% |
$5.57K - $6.02K
|
7.82K
$863K
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-70- 2.47% |
$5.65K - $6.11K
|
2.76K
$305K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-71- 0.71% |
$5.73K - $6.19K
|
9.89K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-71- 5.33% |
$5.73K - $6.19K
|
1.26K
$139K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-72- 1.48% |
$5.82K - $6.28K
|
4.79K
$529K
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-75- 1.56% |
$6.06K - $6.54K
|
4.74K
$524K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-81- 0.58% |
$6.54K - $7.07K
|
13.9K
$1.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-87- 1.18% |
$7.03K - $7.59K
|
7.28K
$804K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-94- 3.74% |
$7.59K - $8.2K
|
2.42K
$267K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-95- 0.7% |
$7.67K - $8.29K
|
13.5K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-95- 1.23% |
$7.67K - $8.29K
|
7.65K
$844K
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-98- 1.97% |
$7.92K - $8.55K
|
4.87K
$538K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-98- 4.44% |
$7.92K - $8.55K
|
2.11K
$233K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-101- 0.52% |
$8.16K - $8.81K
|
19.3K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-104- 5.55% |
$8.4K - $9.07K
|
1.77K
$196K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-121- 1.12% |
$9.77K - $10.6K
|
10.7K
$1.18M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-125- 0.94% |
$10.1K - $10.9K
|
13.1K
$1.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-127- 20.89% |
$10.3K - $11.1K
|
481
$53.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-132- 0.07% |
$10.7K - $11.5K
|
177K
$19.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-134- 0.68% |
$10.8K - $11.7K
|
19.7K
$2.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-146- 5.56% |
$11.8K - $12.7K
|
2.48K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-162- 1.85% |
$13.1K - $14.1K
|
8.59K
$949K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-164- 17.6% |
$13.2K - $14.3K
|
768
$84.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-164- 6.02% |
$13.2K - $14.3K
|
2.56K
$283K
|