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 08, 2021
Q3 2021
|
Sage Financial Group Inc
|
SELL
|
- |
-283- 1.37% |
$23.3K - $24.9K
|
20.4K
$2.33M
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-284- 7.31% |
$23.3K - $24.9K
|
3.6K
$410K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-285- 1.69% |
$23.4K - $25K
|
16.6K
$1.89M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-300- 5.58% |
$24.7K - $26.3K
|
5.07K
$578K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-300- 5.58% |
$24.7K - $26.3K
|
5.07K
$578K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-318- 11.03% |
$26.1K - $27.9K
|
2.57K
$292K
|
|
|
Oct 18, 2021
Q3 2021
|
De Dora Capital, Inc.
|
SELL
|
- |
-333- 4.12% |
$27.4K - $29.2K
|
7.75K
$883K
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-350- 3.68% |
$28.8K - $30.7K
|
9.15K
$1.04M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-380- 9.82% |
$31.2K - $33.4K
|
3.49K
$397K
|
|
|
Oct 22, 2021
Q3 2021
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-382- 1.07% |
$31.4K - $33.5K
|
35.4K
$4.03M
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-399- 1.78% |
$32.8K - $35K
|
22.1K
$2.52M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-400- 2.14% |
$32.9K - $35.1K
|
18.3K
$2.08M
|
|
|
Oct 28, 2021
Q3 2021
|
Harfst & Associates, Inc.
|
SELL
|
- |
-424- 4.48% |
$34.8K - $37.2K
|
9.05K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-448- 1.58% |
$36.8K - $39.3K
|
28K
$3.19M
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-517- 1.61% |
$42.5K - $45.4K
|
31.6K
$3.6M
|
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-554- 8.13% |
$45.5K - $48.6K
|
6.26K
$713K
|
|
|
Nov 08, 2021
Q3 2021
|
Wood Trust Financial Corp
|
SELL
|
- |
-567- 13.06% |
$46.6K - $49.8K
|
3.77K
$430K
|
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-602- 16.64% |
$49.5K - $52.9K
|
3.02K
$344K
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-703- 0.72% |
$57.8K - $61.7K
|
96.3K
$11M
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-708Closed |
$58.2K - $62.2K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-713- 22.05% |
$58.6K - $62.6K
|
2.52K
$287K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-749- 6.31% |
$61.5K - $65.8K
|
11.1K
$1.27M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-763- 4.97% |
$62.7K - $67K
|
14.6K
$1.66M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-807- 62.27% |
$66.3K - $70.9K
|
489
$55.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-833- 1.51% |
$68.4K - $73.1K
|
54.4K
$6.2M
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-913- 2.03% |
$75K - $80.2K
|
44K
$5.01M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-932- 1.23% |
$76.6K - $81.8K
|
75.1K
$8.56M
|
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
SELL
|
- |
-950- 9.68% |
$78.1K - $83.4K
|
8.86K
$1.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-954- 7.99% |
$78.4K - $83.8K
|
11K
$1.25M
|
|
|
Nov 10, 2021
Q3 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-958- 3.91% |
$78.7K - $84.1K
|
23.5K
$2.68M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-972- 25.61% |
$79.9K - $85.4K
|
2.82K
$322K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1KClosed |
$82.2K - $87.8K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-1.2K- 1.1% |
$98.9K - $106K
|
108K
$12.3M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.3K- 15.94% |
$107K - $114K
|
6.86K
$781K
|
|
|
Oct 27, 2021
Q3 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-1.37K- 3.9% |
$113K - $121K
|
33.8K
$3.85M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.43KClosed |
$117K - $125K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.53KClosed |
$125K - $134K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.53K- 8.67% |
$126K - $135K
|
16.2K
$1.84M
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.57K- 37.34% |
$129K - $137K
|
2.63K
$299K
|
|
|
Nov 08, 2021
Q3 2021
|
Banco Santander, S.A.
|
SELL
|
- |
-1.6K- 28.57% |
$131K - $140K
|
4K
$456K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.61K- 23.8% |
$132K - $141K
|
5.15K
$587K
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.7K- 27.38% |
$140K - $149K
|
4.51K
$514K
|
|
|
Nov 03, 2021
Q3 2021
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-1.89K- 16.8% |
$155K - $166K
|
9.37K
$1.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.9KClosed |
$156K - $167K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-1.96K- 8.89% |
$161K - $172K
|
20.1K
$2.29M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.97K- 2.61% |
$162K - $173K
|
73.5K
$8.38M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.3K- 16.58% |
$189K - $202K
|
11.6K
$1.32M
|
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.5KClosed |
$205K - $219K
|
0
$0
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.5K- 19.5% |
$206K - $220K
|
10.3K
$1.18M
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.52K- 3.3% |
$207K - $221K
|
73.7K
$8.4M
|