Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
337K+ 19.52% |
$28.1M - $31.5M
|
2.07M
$235M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
278K+ 6.68% |
$23.2M - $26M
|
4.44M
$505M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
254KNew |
$21.2M - $23.7M
|
254K
$28.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
160KNew |
$13.3M - $15M
|
160K
$18.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
151K+ 32.64% |
$12.6M - $14.1M
|
613K
$69.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
100KNew |
$8.35M - $9.36M
|
100K
$11.4M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
61.9K+ 63.44% |
$5.16M - $5.78M
|
159K
$18.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
55.2K+ 139.81% |
$4.61M - $5.16M
|
94.8K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
46.8KNew |
$3.9M - $4.37M
|
46.8K
$5.33M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
39.5KNew |
$3.29M - $3.69M
|
39.5K
$4.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
36.4K+ 86.08% |
$3.04M - $3.41M
|
78.8K
$8.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
36.3K+ 438.43% |
$3.03M - $3.39M
|
44.6K
$5.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
35.3KNew |
$2.94M - $3.3M
|
35.3K
$4.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.4KNew |
$2.78M - $3.12M
|
33.4K
$3.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
32.5K+ 6.83% |
$2.71M - $3.04M
|
508K
$57.9M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.4KNew |
$2.62M - $2.94M
|
31.4K
$3.58M
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
30.7KNew |
$2.56M - $2.87M
|
30.7K
$3.5M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
30K+ 43.24% |
$2.5M - $2.81M
|
99.4K
$11.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.8K+ 1.46% |
$2.48M - $2.78M
|
2.07M
$236M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
29.4K+ 7.32% |
$2.45M - $2.75M
|
431K
$49.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
27.8KNew |
$2.32M - $2.6M
|
27.8K
$3.17M
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
27KNew |
$2.25M - $2.52M
|
27K
$3.07M
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
26K+ 25.22% |
$2.17M - $2.43M
|
129K
$14.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
25.6K+ 588.04% |
$2.14M - $2.39M
|
30K
$3.42M
|
|
|
Feb 04, 2022
Q4 2021
|
Seaview Investment Managers LLC
|
BUY
|
- |
25KNew |
$2.09M - $2.34M
|
25K
$2.85M
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
23.9K+ 168.07% |
$2M - $2.24M
|
38.2K
$4.35M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.1K+ 11.35% |
$1.93M - $2.16M
|
226K
$25.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
22.7KNew |
$1.89M - $2.12M
|
22.7K
$2.59M
|
|
|
Feb 04, 2022
Q4 2021
|
Clarity Financial LLC
|
BUY
|
- |
22.3KNew |
$1.86M - $2.09M
|
22.3K
$2.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.3K+ 7.9% |
$1.78M - $1.99M
|
291K
$33.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21KNew |
$1.75M - $1.96M
|
21K
$2.39M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.3K+ 7.0% |
$1.69M - $1.89M
|
310K
$35.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
19.7K+ 23.82% |
$1.64M - $1.84M
|
102K
$11.7M
|
|
|
Nov 06, 2024
Q4 2021
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
17.8KNew |
$1.48M - $1.66M
|
17.8K
$2.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16.5K+ 13.15% |
$1.37M - $1.54M
|
142K
$16.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16K+ 8.46% |
$1.33M - $1.5M
|
205K
$23.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
15.8K+ 2.57% |
$1.32M - $1.47M
|
630K
$71.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.1K+ 124.5% |
$1.26M - $1.41M
|
27.2K
$3.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
14.8K+ 254.96% |
$1.24M - $1.39M
|
20.7K
$2.35M
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
14.3KNew |
$1.19M - $1.33M
|
14.3K
$1.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.1KNew |
$1.18M - $1.32M
|
14.1K
$1.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.1K+ 216.92% |
$1.18M - $1.32M
|
20.6K
$2.35M
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
13.9KNew |
$1.16M - $1.3M
|
13.9K
$1.58M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$1.14M - $1.28M
|
13.7K
$1.56M
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
13KNew |
$1.08M - $1.21M
|
13K
$1.48M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
12.4KNew |
$1.04M - $1.16M
|
12.4K
$1.42M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
11.8KNew |
$983K - $1.1M
|
11.8K
$1.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.8K+ 103.45% |
$982K - $1.1M
|
23.2K
$2.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
11.8K+ 9.6% |
$981K - $1.1M
|
134K
$15.3M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
11.5K+ 9.77% |
$957K - $1.07M
|
129K
$14.7M
|