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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.17K- 5.67% |
$660K - $713K
|
136K
$15M
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-9.07K- 32.9% |
$732K - $791K
|
18.5K
$2.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.99K- 10.36% |
$807K - $872K
|
86.4K
$9.54M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-10.2K- 16.27% |
$822K - $888K
|
52.4K
$5.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14.2K- 88.44% |
$1.15M - $1.24M
|
1.86K
$205K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-17.1K- 29.46% |
$1.38M - $1.49M
|
41K
$4.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-17.4K- 9.17% |
$1.4M - $1.52M
|
172K
$19M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-17.8K- 35.67% |
$1.43M - $1.55M
|
32K
$3.54M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-19.6K- 29.02% |
$1.59M - $1.71M
|
48K
$5.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.9K- 1.31% |
$1.61M - $1.74M
|
1.5M
$165M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.4K- 75.62% |
$1.64M - $1.78M
|
6.56K
$724K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-22.4K- 78.33% |
$1.81M - $1.95M
|
6.19K
$683K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-25.3K- 4.46% |
$2.04M - $2.2M
|
541K
$59.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-27.2KClosed |
$2.2M - $2.38M
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.6K- 7.58% |
$2.47M - $2.67M
|
373K
$41.2M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-172K- 40.87% |
$13.9M - $15M
|
248K
$27.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-224K- 91.29% |
$18.1M - $19.5M
|
21.4K
$2.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-850K- 28.19% |
$68.6M - $74.1M
|
2.16M
$239M
|