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 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
667+ 0.96% |
$54.8K - $58.6K
|
70.4K
$8.03M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
584+ 1.11% |
$48K - $51.3K
|
53K
$6.04M
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
582+ 7.74% |
$47.8K - $51.1K
|
8.1K
$923K
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
581+ 11.04% |
$47.7K - $51K
|
5.85K
$666K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
579+ 12.86% |
$47.6K - $50.8K
|
5.08K
$579K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
568+ 1.15% |
$46.7K - $49.9K
|
49.8K
$5.68M
|
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
BUY
|
- |
550New |
$45.2K - $48.3K
|
550
$62.7K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
547+ 6.21% |
$44.9K - $48K
|
9.36K
$1.07M
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
492+ 1.64% |
$40.4K - $43.2K
|
30.6K
$3.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
484+ 1.31% |
$39.8K - $42.5K
|
37.4K
$4.27M
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
483+ 3.47% |
$39.7K - $42.4K
|
14.4K
$1.64M
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
447+ 6.6% |
$36.7K - $39.3K
|
7.22K
$823K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
431+ 3.61% |
$35.4K - $37.8K
|
12.4K
$1.41M
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
385+ 7.08% |
$31.6K - $33.8K
|
5.82K
$663K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
380+ 1.0% |
$31.2K - $33.4K
|
38.3K
$4.36M
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
364+ 6.39% |
$29.9K - $32K
|
6.06K
$690K
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
350+ 1.35% |
$28.8K - $30.7K
|
26.3K
$3M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
349+ 1.22% |
$28.7K - $30.6K
|
28.9K
$3.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
344+ 2.07% |
$28.3K - $30.2K
|
16.9K
$1.93M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
335+ 69.79% |
$27.5K - $29.4K
|
815
$92.9K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
334+ 1.1% |
$27.4K - $29.3K
|
30.7K
$3.5M
|
|
|
Oct 07, 2021
Q3 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
333+ 3.43% |
$27.4K - $29.2K
|
10K
$1.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Appleton Group, LLC
|
BUY
|
- |
288+ 5.83% |
$23.7K - $25.3K
|
5.23K
$595K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
285+ 5.46% |
$23.4K - $25K
|
5.51K
$627K
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
265+ 7.25% |
$21.8K - $23.3K
|
3.92K
$447K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
251New |
$20.6K - $22K
|
251
$28.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
248+ 2.6% |
$20.4K - $21.8K
|
9.8K
$1.12M
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
210+ 8.03% |
$17.3K - $18.4K
|
2.83K
$322K
|
|
|
Oct 13, 2021
Q3 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
210+ 1.82% |
$17.3K - $18.4K
|
11.7K
$1.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
201+ 3.0% |
$16.5K - $17.6K
|
6.89K
$785K
|
|
|
Nov 12, 2021
Q3 2021
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
200+ 2.67% |
$16.4K - $17.6K
|
7.68K
$876K
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
189+ 1.6% |
$15.5K - $16.6K
|
12K
$1.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
184New |
$15.1K - $16.2K
|
184
$21K
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
180+ 3.48% |
$14.8K - $15.8K
|
5.35K
$609K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
166+ 1.92% |
$13.6K - $14.6K
|
8.81K
$1M
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
141+ 44.76% |
$11.6K - $12.4K
|
456
$52K
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
140+ 0.66% |
$11.5K - $12.3K
|
21.3K
$2.43M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
133+ 2.78% |
$10.9K - $11.7K
|
4.91K
$559K
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
125+ 0.98% |
$10.3K - $11K
|
12.9K
$1.47M
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
104+ 1.6% |
$8.55K - $9.13K
|
6.6K
$752K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
104+ 1.27% |
$8.55K - $9.13K
|
8.28K
$944K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
96New |
$7.89K - $8.43K
|
96
$10.9K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
90+ 0.67% |
$7.4K - $7.9K
|
13.5K
$1.54M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
43+ 0.43% |
$3.53K - $3.78K
|
10.1K
$1.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
37+ 0.18% |
$3.04K - $3.25K
|
20.3K
$2.31M
|
|
|
Oct 14, 2021
Q3 2021
|
Verity Wealth Advisors
|
BUY
|
- |
36+ 0.61% |
$2.96K - $3.16K
|
5.92K
$674K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35+ 0.46% |
$2.88K - $3.07K
|
7.63K
$869K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
26+ 3.27% |
$2.14K - $2.28K
|
821
$93.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23+ 0.82% |
$1.89K - $2.02K
|
2.84K
$324K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
21+ 1.04% |
$1.73K - $1.84K
|
2.04K
$232K
|