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 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 0.17% |
$1.64K - $1.76K
|
11.8K
$1.35M
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
14+ 0.28% |
$1.15K - $1.23K
|
5.05K
$575K
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
8+ 0.16% |
$657 - $702
|
4.88K
$556K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.3% |
$329 - $351
|
1.33K
$151K
|
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1+ 0.21% |
$82.2 - $87.8
|
478
$54.5K
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.31% |
$82.2 - $87.8
|
327
$37.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.04% |
$82.2 - $87.8
|
2.82K
$322K
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
1+ 0.01% |
$82.2 - $87.8
|
9.89K
$1.13M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.36% |
$82.2 - $87.8
|
277
$31.6K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 2.17% |
$82.2 - $87.8
|
47
$5.36K
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2- 0.02% |
$164 - $176
|
12.2K
$1.39M
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5- 3.73% |
$411 - $439
|
129
$14.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-13- 1.72% |
$1.07K - $1.14K
|
742
$84.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15- 0.41% |
$1.23K - $1.32K
|
3.61K
$412K
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-15- 0.32% |
$1.23K - $1.32K
|
4.69K
$535K
|
|
|
Nov 09, 2021
Q3 2021
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-18- 0.42% |
$1.48K - $1.58K
|
4.31K
$491K
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-21- 0.42% |
$1.73K - $1.84K
|
4.95K
$564K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-25- 0.33% |
$2.05K - $2.2K
|
7.55K
$860K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-30- 4.79% |
$2.47K - $2.63K
|
596
$67.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-35- 1.14% |
$2.88K - $3.07K
|
3.03K
$345K
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-36- 0.52% |
$2.96K - $3.16K
|
6.92K
$789K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-43- 1.96% |
$3.53K - $3.78K
|
2.16K
$246K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-44- 88.0% |
$3.62K - $3.86K
|
6
$684
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-45- 0.54% |
$3.7K - $3.95K
|
8.3K
$945K
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
SELL
|
- |
-49- 0.22% |
$4.03K - $4.3K
|
22.3K
$2.54M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-68- 1.61% |
$5.59K - $5.97K
|
4.16K
$474K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-80- 1.63% |
$6.57K - $7.02K
|
4.84K
$551K
|
|
|
Nov 05, 2021
Q3 2021
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-80- 1.01% |
$6.57K - $7.02K
|
7.83K
$893K
|
|
|
Nov 12, 2021
Q3 2021
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-86- 2.8% |
$7.07K - $7.55K
|
2.99K
$340K
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-88- 68.22% |
$7.23K - $7.73K
|
41
$4.67K
|
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-97- 4.97% |
$7.97K - $8.52K
|
1.85K
$211K
|
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-98- 0.77% |
$8.05K - $8.61K
|
12.6K
$1.44M
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-99- 0.63% |
$8.13K - $8.69K
|
15.6K
$1.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-99- 8.22% |
$8.13K - $8.69K
|
1.11K
$126K
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-110- 0.52% |
$9.04K - $9.66K
|
21K
$2.39M
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-113- 0.6% |
$9.29K - $9.92K
|
18.7K
$2.13M
|
|
|
Oct 26, 2021
Q3 2021
|
Prism Advisors, Inc.
|
SELL
|
- |
-129- 2.88% |
$10.6K - $11.3K
|
4.36K
$496K
|
|
|
Nov 08, 2021
Q3 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-135- 1.27% |
$11.1K - $11.9K
|
10.5K
$1.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-135- 1.27% |
$11.1K - $11.9K
|
10.5K
$1.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-149- 1.16% |
$12.2K - $13.1K
|
12.7K
$1.44M
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-153Closed |
$12.6K - $13.4K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-160- 1.76% |
$13.1K - $14K
|
8.92K
$1.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-180- 3.83% |
$14.8K - $15.8K
|
4.52K
$515K
|
|
|
Nov 12, 2021
Q3 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-192- 1.32% |
$15.8K - $16.9K
|
14.4K
$1.64M
|
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
SELL
|
- |
-221- 3.99% |
$18.2K - $19.4K
|
5.32K
$607K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-222- 0.43% |
$18.2K - $19.5K
|
51.6K
$5.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-225- 0.85% |
$18.5K - $19.8K
|
26.4K
$3.01M
|
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-229- 13.8% |
$18.8K - $20.1K
|
1.43K
$163K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-235- 2.6% |
$19.3K - $20.6K
|
8.79K
$1M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-279Closed |
$22.9K - $24.5K
|
0
$0
|