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 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
1.8K+ 4.18% |
$120K - $139K
|
45K
$4.96M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.79K+ 3.89% |
$119K - $138K
|
47.9K
$5.29M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.67K+ 13.51% |
$111K - $128K
|
14K
$1.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.58K+ 4.14% |
$105K - $121K
|
39.6K
$4.38M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
1.38K+ 7.79% |
$91.8K - $106K
|
19.1K
$2.11M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.37K+ 6.84% |
$91.2K - $106K
|
21.5K
$2.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 25.08% |
$88.7K - $103K
|
6.66K
$736K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.27K+ 20.03% |
$84.1K - $97.5K
|
7.59K
$839K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.25K+ 1.16% |
$83.1K - $96.3K
|
109K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.16K+ 8.83% |
$77.2K - $89.5K
|
14.3K
$1.58M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 1.78% |
$73.9K - $85.7K
|
63.7K
$7.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.11K+ 3.28% |
$73.7K - $85.5K
|
35K
$3.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.11KNew |
$73.6K - $85.3K
|
1.11K
$122K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.06K+ 3.0% |
$70.3K - $81.6K
|
36.4K
$4.01M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.06K+ 10.48% |
$70.3K - $81.5K
|
11.2K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.04K+ 18.41% |
$69.2K - $80.2K
|
6.71K
$741K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.02K+ 23.04% |
$67.8K - $78.6K
|
5.45K
$602K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1K+ 3.33% |
$66.5K - $77.1K
|
31.1K
$3.43M
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
869+ 14.78% |
$57.7K - $66.9K
|
6.75K
$745K
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
848+ 7.4% |
$56.3K - $65.2K
|
12.3K
$1.36M
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
835+ 4.55% |
$55.4K - $64.2K
|
19.2K
$2.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
795+ 23.73% |
$52.8K - $61.2K
|
4.15K
$458K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
747+ 2.5% |
$49.6K - $57.5K
|
30.6K
$3.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
746+ 0.39% |
$49.5K - $57.4K
|
193K
$21.3M
|
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
676+ 5.95% |
$44.9K - $52K
|
12K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
659+ 7.2% |
$43.7K - $50.7K
|
9.81K
$1.08M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
651+ 5.58% |
$43.2K - $50.1K
|
12.3K
$1.36M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
606New |
$40.2K - $46.6K
|
606
$66.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
606New |
$40.2K - $46.6K
|
606
$66.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
600+ 19.45% |
$39.8K - $46.2K
|
3.69K
$407K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
589+ 654.44% |
$39.1K - $45.3K
|
679
$75K
|
|
|
Feb 01, 2023
Q4 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
538+ 0.84% |
$35.7K - $41.4K
|
64.4K
$7.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
527+ 13.85% |
$35K - $40.5K
|
4.33K
$478K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
500+ 13.96% |
$33.2K - $38.5K
|
4.08K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
500New |
$33.2K - $38.5K
|
500
$55.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
497+ 31.48% |
$33K - $38.2K
|
2.08K
$229K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
484+ 11.59% |
$32.1K - $37.2K
|
4.66K
$514K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
468+ 312.0% |
$31.1K - $36K
|
618
$68.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
434+ 1.14% |
$28.8K - $33.4K
|
38.5K
$4.25M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
404+ 10.1% |
$26.8K - $31.1K
|
4.41K
$486K
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
402+ 11.09% |
$26.7K - $30.9K
|
4.03K
$445K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
400+ 1.35% |
$26.5K - $30.8K
|
30K
$3.32M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
329New |
$21.8K - $25.3K
|
329
$36.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
300+ 3.8% |
$19.9K - $23.1K
|
8.21K
$906K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
293New |
$19.4K - $22.5K
|
293
$32.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
242New |
$16.1K - $18.6K
|
242
$26.7K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
238+ 4.68% |
$15.8K - $18.3K
|
5.32K
$587K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
232+ 13.55% |
$15.4K - $17.9K
|
1.94K
$215K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
222New |
$14.7K - $17.1K
|
222
$24.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
203New |
$13.5K - $15.6K
|
203
$22.4K
|