Purchases and Sales Made in Q3 2021 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 2021. 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 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.16MNew |
$342M - $365M
|
4.16M
$474M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.04MNew |
$167M - $179M
|
2.04M
$232M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
411KNew |
$33.8M - $36.1M
|
411K
$46.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
167K+ 2120.98% |
$13.7M - $14.6M
|
174K
$19.9M
|
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
65.7KNew |
$5.4M - $5.77M
|
65.7K
$7.49M
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
57.2K+ 93.67% |
$4.7M - $5.03M
|
118K
$13.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
47.7K+ 11.14% |
$3.92M - $4.19M
|
476K
$54.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
40K+ 1085.99% |
$3.29M - $3.51M
|
43.7K
$4.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
35.2K+ 15.01% |
$2.9M - $3.09M
|
270K
$30.8M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
34.9K+ 447.79% |
$2.87M - $3.06M
|
42.7K
$4.87M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.3K+ 18.89% |
$2.65M - $2.84M
|
203K
$23.2M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
32.1K+ 8.71% |
$2.64M - $2.82M
|
401K
$45.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
31KNew |
$2.55M - $2.72M
|
31K
$3.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.4K+ 1.73% |
$2.42M - $2.59M
|
1.73M
$197M
|
|
|
Nov 05, 2021
Q3 2021
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
28.6KNew |
$2.35M - $2.51M
|
28.6K
$3.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.5K+ 4.14% |
$2.26M - $2.41M
|
690K
$78.7M
|
|
|
Nov 04, 2021
Q3 2021
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
25.3KNew |
$2.08M - $2.22M
|
25.3K
$2.89M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
25K+ 21.54% |
$2.06M - $2.2M
|
141K
$16.1M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
23.6K+ 31.99% |
$1.94M - $2.07M
|
97.5K
$11.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.3K+ 22.82% |
$1.91M - $2.04M
|
125K
$14.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.6K+ 13.47% |
$1.45M - $1.55M
|
148K
$16.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
15.3K+ 13.71% |
$1.25M - $1.34M
|
127K
$14.4M
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
14.3K+ 13.89% |
$1.18M - $1.26M
|
117K
$13.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
13.9K+ 7.22% |
$1.14M - $1.22M
|
206K
$23.5M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.5K+ 4.5% |
$1.03M - $1.1M
|
290K
$33M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.3K+ 169.34% |
$1.01M - $1.08M
|
19.6K
$2.23M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.1KNew |
$995K - $1.06M
|
12.1K
$1.38M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.7K+ 246.82% |
$879K - $939K
|
15K
$1.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
10.1KNew |
$830K - $887K
|
10.1K
$1.15M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.48K+ 76.87% |
$779K - $832K
|
21.8K
$2.48M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.06KNew |
$744K - $795K
|
9.06K
$1.03M
|
|
|
Nov 23, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
8.81KNew |
$724K - $774K
|
8.81K
$1M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8.57K+ 11.55% |
$704K - $752K
|
82.7K
$9.43M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.25K+ 106.02% |
$677K - $724K
|
16K
$1.83M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.96KNew |
$654K - $699K
|
7.96K
$907K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.2K+ 17.93% |
$591K - $632K
|
47.4K
$5.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
7.08KNew |
$582K - $622K
|
7.08K
$807K
|
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6.86KNew |
$563K - $602K
|
6.86K
$781K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.5KNew |
$534K - $571K
|
6.5K
$741K
|
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.22KNew |
$511K - $546K
|
6.22K
$708K
|
|
|
Nov 12, 2021
Q3 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
6.06K+ 16.71% |
$498K - $532K
|
42.3K
$4.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.95K+ 24.22% |
$489K - $523K
|
30.5K
$3.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.82K+ 28.15% |
$479K - $511K
|
26.5K
$3.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.79KNew |
$476K - $508K
|
5.79K
$660K
|
|
|
Nov 16, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5.62KNew |
$462K - $494K
|
5.62K
$641K
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.78K+ 33.5% |
$393K - $420K
|
19K
$2.17M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
4.55K+ 2.19% |
$374K - $399K
|
212K
$24.2M
|
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.26K+ 46.02% |
$350K - $374K
|
13.5K
$1.54M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.21K+ 53.32% |
$346K - $370K
|
12.1K
$1.38M
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
4.15KNew |
$341K - $364K
|
4.15K
$473K
|