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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.54KClosed |
$209K - $223K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.69K- 13.3% |
$221K - $236K
|
17.5K
$2M
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.01K- 22.79% |
$247K - $264K
|
10.2K
$1.16M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-3.24K- 33.23% |
$266K - $285K
|
6.51K
$742K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.26K- 9.26% |
$268K - $286K
|
31.9K
$3.64M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-3.31K- 13.92% |
$272K - $291K
|
20.5K
$2.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.34KClosed |
$274K - $293K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.45KClosed |
$283K - $303K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.53K- 3.59% |
$290K - $310K
|
94.9K
$10.8M
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.9K- 49.84% |
$321K - $343K
|
3.93K
$447K
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
SELL
|
- |
-3.92KClosed |
$322K - $344K
|
0
$0
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-5.17K- 10.42% |
$425K - $454K
|
44.4K
$5.06M
|
|
|
Nov 10, 2021
Q3 2021
|
Members Trust CO
|
SELL
|
- |
-5.59K- 50.0% |
$459K - $491K
|
5.59K
$637K
|
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-5.61KClosed |
$461K - $492K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.62KClosed |
$462K - $494K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.07KClosed |
$499K - $533K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-6.19KClosed |
$508K - $543K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-7.45KClosed |
$612K - $654K
|
0
$0
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.59K- 24.83% |
$624K - $666K
|
23K
$2.62M
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-7.89KClosed |
$649K - $693K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-7.9K- 30.66% |
$649K - $694K
|
17.9K
$2.04M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-8.28K- 56.52% |
$681K - $727K
|
6.37K
$726K
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-8.43KClosed |
$692K - $740K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-10.1K- 69.91% |
$832K - $889K
|
4.36K
$496K
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10.2K- 47.24% |
$838K - $895K
|
11.4K
$1.3M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.4K- 68.89% |
$851K - $909K
|
4.68K
$533K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.7K- 11.84% |
$877K - $937K
|
79.5K
$9.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10.9KClosed |
$892K - $954K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-12.9K- 11.78% |
$1.06M - $1.14M
|
96.9K
$11M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-13.4K- 2.14% |
$1.11M - $1.18M
|
614K
$70M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-14.3K- 4.89% |
$1.17M - $1.26M
|
278K
$31.7M
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-14.9K- 23.16% |
$1.22M - $1.31M
|
49.4K
$5.63M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-15.3K- 27.64% |
$1.25M - $1.34M
|
40K
$4.55M
|
|
|
Oct 20, 2021
Q3 2021
|
Clarity Financial LLC
|
SELL
|
- |
-15.9KClosed |
$1.31M - $1.4M
|
0
$0
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-18.9K- 99.71% |
$1.56M - $1.66M
|
55
$6.27K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-19K- 51.38% |
$1.56M - $1.67M
|
18K
$2.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-21.2K- 14.75% |
$1.74M - $1.86M
|
123K
$14M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-27.7K- 52.72% |
$2.28M - $2.43M
|
24.8K
$2.83M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.9K- 13.4% |
$2.45M - $2.62M
|
193K
$22M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-30.2K- 34.53% |
$2.48M - $2.65M
|
57.2K
$6.52M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-31.7K- 64.59% |
$2.6M - $2.78M
|
17.4K
$1.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-87.6K- 10.29% |
$7.2M - $7.69M
|
764K
$87.1M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-438K- 48.65% |
$36M - $38.4M
|
462K
$52.7M
|