Purchases and Sales Made in Q1 2022 in Ishares Msci Kld 400 Social Et (DSI)

DSI Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Kld 400 Social Et (DSI) during Q1 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
May 05, 2022 Q1 2022
Great Diamond Partners, LLC

SELL
 -
-4K
- 35.13%
$317K - $373K
7.38K $819K
Apr 22, 2022 Q1 2022
Allworth Financial LP

SELL
 -
-4.08K
- 14.52%
$324K - $380K
24K $2.66M
May 13, 2022 Q1 2022
Premier Asset Management LLC

Chicago, IL
SELL
 -
-4.11K
Closed
$326K - $383K
0 $0
May 16, 2022 Q1 2022
Brinker Capital Investments, LLC

SELL
 -
-4.29K
- 10.34%
$341K - $400K
37.2K $4.13M
May 10, 2022 Q1 2022
First Horizon Advisors, Inc.

SELL
 -
-4.5K
- 5.31%
$357K - $420K
80.2K $8.91M
Apr 15, 2022 Q1 2022
Colonial River Wealth Management, LLC

Midlothian, VA
SELL
 -
-4.52K
Closed
$359K - $422K
0 $0
May 03, 2022 Q1 2022
Appleton Group, LLC

SELL
 -
-4.53K
Closed
$360K - $423K
0 $0
May 16, 2022 Q1 2022
Golden State Wealth Management, LLC

Santa Ana, CA
SELL
 -
-4.57K
Closed
$363K - $426K
0 $0
May 03, 2022 Q1 2022
F Dx Advisors, Inc.

SELL
 -
-4.63K
Closed
$367K - $432K
0 $0
May 09, 2022 Q1 2022
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-5.2K
- 41.83%
$413K - $485K
7.23K $803K
May 13, 2022 Q1 2022
Sei Investments CO

Oaks, PA
SELL
 -
-5.29K
- 2.58%
$420K - $494K
200K $22.2M
May 04, 2022 Q1 2022
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-5.67K
- 3.54%
$450K - $529K
154K $17.1M
Apr 20, 2022 Q1 2022
Boston Trust Walden Corp

SELL
 -
-5.72K
- 23.75%
$454K - $534K
18.4K $2.04M
Apr 22, 2022 Q1 2022
Truist Financial Corp

SELL
 -
-6.46K
- 2.49%
$513K - $603K
253K $28M
Apr 12, 2022 Q1 2022
First Affirmative Financial Network

SELL
 -
-6.53K
- 10.59%
$519K - $610K
55.2K $6.13M
May 26, 2022 Q1 2022
Gradient Investments LLC

SELL
 -
-6.72K
- 4.21%
$534K - $627K
153K $17M
May 16, 2022 Q1 2022
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-8.18K
- 9.8%
$649K - $763K
75.3K $8.36M
May 09, 2022 Q1 2022
Mutual Advisors, LLC

Casper, WY
SELL
 -
-8.73K
Closed
$694K - $815K
0 $0
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-9.77K
- 31.09%
$776K - $912K
21.7K $2.41M
Apr 26, 2022 Q1 2022
Arlington Financial Advisors, LLC

SELL
 -
-9.95K
- 23.86%
$790K - $929K
31.7K $3.52M
May 12, 2022 Q1 2022
Dana Investment Advisors, Inc.

Brookfield, WI
SELL
 -
-10K
Closed
$798K - $938K
0 $0
May 16, 2022 Q1 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-11.7K
- 34.98%
$928K - $1.09M
21.7K $2.41M
May 06, 2022 Q1 2022
Parcion Private Wealth LLC

Bellevue, WA
SELL
 -
-12K
- 72.66%
$955K - $1.12M
4.52K $502K
May 11, 2022 Q1 2022
Us Bancorp \De\

SELL
 -
-13.2K
- 6.46%
$1.05M - $1.23M
191K $21.2M
Apr 27, 2022 Q1 2022
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-13.8K
Closed
$1.1M - $1.29M
0 $0
May 13, 2022 Q1 2022
Flow Traders U.S. LLC

New York, NY
SELL
 -
-14.1K
Closed
$1.12M - $1.32M
0 $0
May 16, 2022 Q1 2022
Ubs Group Ag

SELL
 -
-18.2K
- 2.89%
$1.45M - $1.7M
612K $67.9M
May 13, 2022 Q1 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-20.6K
Closed
$1.64M - $1.92M
0 $0
May 13, 2022 Q1 2022
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-21K
Closed
$1.67M - $1.96M
0 $0
Nov 22, 2024 Q1 2022
Erste Asset Management Gmb H

Vienna, C4
SELL
 -
-21.6K
- 43.66%
$1.71M - $2.01M
27.8K $3.09M
Apr 18, 2022 Q1 2022
Clarity Financial LLC

SELL
 -
-22.3K
Closed
$1.77M - $2.08M
0 $0
May 09, 2022 Q1 2022
Seascape Capital Management

Portsmouth, NH
SELL
 -
-23.3K
Closed
$1.85M - $2.17M
0 $0
May 12, 2022 Q1 2022
Financial Services Advisory Inc

SELL
 -
-23.6K
Closed
$1.87M - $2.2M
0 $0
Apr 28, 2022 Q1 2022
Seaview Investment Managers LLC

SELL
 -
-25K
Closed
$1.99M - $2.34M
0 $0
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-27K
Closed
$2.14M - $2.52M
0 $0
May 16, 2022 Q1 2022
Blue Crest Capital Management LTD

St Helier, Y9
SELL
 -
-30K
Closed
$2.38M - $2.8M
0 $0
May 16, 2022 Q1 2022
Kovack Advisors, Inc.

SELL
 -
-30.4K
- 79.65%
$2.42M - $2.84M
7.77K $863K
Apr 15, 2022 Q1 2022
Fulcrum Equity Management

SELL
 -
-30.7K
Closed
$2.44M - $2.87M
0 $0
May 16, 2022 Q1 2022
Hrt Financial LP

New York, NY
SELL
 -
-35.3K
Closed
$2.8M - $3.29M
0 $0
Apr 19, 2022 Q1 2022
Pfg Advisors

SELL
 -
-35.5K
Closed
$2.82M - $3.32M
0 $0
May 12, 2022 Q1 2022
Black Rock Inc.

New York, NY
SELL
 -
-37.1K
- 83.18%
$2.95M - $3.46M
7.5K $833K
Apr 28, 2022 Q1 2022
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-37.4K
- 33.9%
$2.97M - $3.49M
72.9K $8.09M
May 13, 2022 Q1 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-39.2K
- 39.38%
$3.11M - $3.65M
60.3K $6.69M
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
SELL
 -
-40.5K
- 0.87%
$3.22M - $3.78M
4.61M $512M
May 04, 2022 Q1 2022
Trillium Asset Management, LLC

Boston, MA
SELL
 -
-42.9K
- 54.52%
$3.41M - $4.01M
35.8K $3.98M
Apr 12, 2022 Q1 2022
Brookstone Capital Management

SELL
 -
-45.1K
- 52.98%
$3.58M - $4.21M
40K $4.44M
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-52.6K
- 55.46%
$4.17M - $4.91M
42.2K $4.69M
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-56.5K
- 11.1%
$4.48M - $5.27M
452K $50.2M
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-63K
- 20.34%
$5.01M - $5.88M
247K $27.4M

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