Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.01K+ 19.35% |
$333K - $386K
|
30.9K
$3.45M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.88KNew |
$324K - $376K
|
4.88K
$545K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
4.79K+ 19.66% |
$318K - $369K
|
29.1K
$3.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.73K+ 9.88% |
$314K - $364K
|
52.7K
$5.87M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.46K+ 11.17% |
$296K - $343K
|
44.4K
$4.95M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
4.39K+ 51.11% |
$291K - $338K
|
13K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
4.25KNew |
$282K - $327K
|
4.25K
$474K
|
|
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
4.21KNew |
$280K - $324K
|
4.21K
$470K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.16K+ 8.8% |
$276K - $320K
|
51.4K
$5.74M
|
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.11K+ 25.59% |
$273K - $316K
|
20.2K
$2.25M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.04K+ 7.66% |
$268K - $311K
|
56.8K
$6.34M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4K+ 28.42% |
$265K - $308K
|
18.1K
$2.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
3.99KNew |
$265K - $307K
|
3.99K
$445K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.8KNew |
$252K - $292K
|
3.8K
$423K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.75KNew |
$249K - $289K
|
3.75K
$419K
|
|
|
Feb 10, 2023
Q4 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
3.64KNew |
$242K - $280K
|
3.64K
$406K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.56K+ 2.74% |
$236K - $274K
|
134K
$14.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.43K+ 12.97% |
$228K - $264K
|
29.9K
$3.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
3.43K+ 23.88% |
$228K - $264K
|
17.8K
$1.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
BUY
|
- |
3.38K+ 84.59% |
$224K - $260K
|
7.37K
$821K
|
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.35K+ 87.28% |
$223K - $258K
|
7.2K
$803K
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
3.28K+ 9.74% |
$218K - $252K
|
36.9K
$4.12M
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.13KNew |
$208K - $241K
|
3.13K
$349K
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
3.11KNew |
$207K - $239K
|
3.11K
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.05K+ 4.35% |
$203K - $235K
|
73.2K
$8.16M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.99KNew |
$198K - $230K
|
2.99K
$333K
|
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
2.97K+ 2.48% |
$197K - $229K
|
123K
$13.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.96KNew |
$196K - $228K
|
2.96K
$330K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.85K+ 27.33% |
$189K - $220K
|
13.3K
$1.48M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
2.79KNew |
$185K - $215K
|
2.79K
$311K
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
BUY
|
- |
2.78K+ 5.28% |
$185K - $214K
|
55.5K
$6.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.77K+ 21.41% |
$184K - $213K
|
15.7K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.72K+ 7.38% |
$180K - $209K
|
39.5K
$4.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.68K+ 8.86% |
$178K - $206K
|
32.9K
$3.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.57K+ 8.4% |
$170K - $197K
|
33.1K
$3.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
2.39K+ 34.82% |
$159K - $184K
|
9.25K
$1.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
2.25K+ 1.05% |
$149K - $173K
|
215K
$24M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.24K+ 16.8% |
$149K - $173K
|
15.6K
$1.74M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.15K+ 38.15% |
$143K - $165K
|
7.79K
$868K
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
2.05K+ 6.12% |
$136K - $157K
|
35.5K
$3.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2.02KNew |
$134K - $155K
|
2.02K
$225K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.98KNew |
$131K - $152K
|
1.98K
$220K
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.95K+ 5.92% |
$130K - $150K
|
34.9K
$3.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.94K+ 159.79% |
$128K - $149K
|
3.15K
$351K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 4.3% |
$126K - $147K
|
46.2K
$5.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.85K+ 15.67% |
$123K - $142K
|
13.7K
$1.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.84K+ 5.4% |
$122K - $142K
|
35.9K
$4.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.82K+ 5.73% |
$121K - $140K
|
33.7K
$3.75M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.81K+ 8.68% |
$120K - $139K
|
22.6K
$2.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.81K+ 10.07% |
$120K - $139K
|
19.7K
$2.2M
|