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
Feb 08, 2022 Q4 2021	Cibc Private Wealth Group, LLC	BUY	-	10.9K New	$906K - $1.02M	10.9K $1.24M
Apr 08, 2022 Q4 2021	Park Avenue Securities LLC	BUY	-	10.7K + 43.24%	$896K - $1M	35.6K $4.05M
Feb 08, 2022 Q4 2021	Raymond James & Associates St Petersburg, FL	BUY	-	10.7K + 13.51%	$895K - $1M	90.2K $10.3M
Feb 11, 2022 Q4 2021	Wealthcare Advisory Partners LLC West Chester, PA	BUY	-	10.5K + 59.91%	$875K - $981K	28K $3.19M
Feb 14, 2022 Q4 2021	Ameriprise Financial Inc Minneapolis, MN	BUY	-	10.4K + 1.51%	$870K - $975K	701K $79.8M
Feb 11, 2022 Q4 2021	Strategic Wealth Partners Group LLC Deerfield, IL	BUY	-	10.1K + 277.89%	$843K - $945K	13.7K $1.57M
Feb 09, 2022 Q4 2021	Dana Investment Advisors, Inc. Brookfield, WI	BUY	-	10K New	$838K - $939K	10K $1.14M
Feb 09, 2022 Q4 2021	55 I, LLC Boston, MA	BUY	-	9.75K + 54.2%	$813K - $912K	27.7K $3.16M
Jan 21, 2022 Q4 2021	Concord Wealth Partners	BUY	-	9.34K + 46.52%	$779K - $873K	29.4K $3.35M
Jan 31, 2022 Q4 2021	Allen Capital Group, LLC	BUY	-	7.89K New	$658K - $737K	7.89K $899K
Feb 09, 2022 Q4 2021	First Horizon Advisors, Inc.	BUY	-	7.44K + 9.62%	$620K - $695K	84.7K $9.66M
May 06, 2022 Q4 2021	Brooklyn Fi, LLC New York, NY	BUY	-	6.83K New	$570K - $639K	6.83K $779K
Jan 19, 2022 Q4 2021	Market Street Wealth Management Advisors LLC	BUY	-	6.77K New	$565K - $633K	6.77K $772K
Jan 31, 2022 Q4 2021	One Capital Management, LLC Westlake Village, CA	BUY	-	6.68K New	$557K - $625K	6.68K $761K
Feb 14, 2022 Q4 2021	Advisory Services Network, LLC	BUY	-	6.6K + 6.96%	$551K - $617K	101K $11.6M
May 05, 2022 Q4 2021	West Wealth Group, LLC	BUY	-	6.47K New	$540K - $605K	6.47K $737K
Feb 14, 2022 Q4 2021	Stifel Financial Corp St. Louis, MO	BUY	-	6.3K + 23.77%	$526K - $589K	32.8K $3.74M
Jan 18, 2022 Q4 2021	Lindbrook Capital, LLC	BUY	-	5.61K + 14022.5%	$468K - $524K	5.65K $644K
Feb 10, 2022 Q4 2021	Flagship Harbor Advisors, LLC	BUY	-	5.41K New	$451K - $506K	5.41K $617K
Jan 26, 2022 Q4 2021	Great Diamond Partners, LLC	BUY	-	5.32K + 87.77%	$443K - $497K	11.4K $1.3M
Feb 10, 2022 Q4 2021	Vicus Capital State College, PA	BUY	-	4.71K + 46.22%	$392K - $440K	14.9K $1.7M
Feb 01, 2022 Q4 2021	F Dx Advisors, Inc.	BUY	-	4.63K New	$386K - $432K	4.63K $527K
Feb 15, 2022 Q4 2021	Colonial River Wealth Management, LLC Midlothian, VA	BUY	-	4.52K New	$377K - $422K	4.52K $515K
Jun 13, 2022 Q4 2021	Tcwp LLC Tampa, FL	BUY	-	4.4K New	$367K - $411K	4.4K $501K
Feb 03, 2022 Q4 2021	Cambridge Investment Research Advisors, Inc.	BUY	-	4.24K + 7.06%	$354K - $396K	64.3K $7.33M
Jan 18, 2022 Q4 2021	Onyx Bridge Wealth Group LLC	BUY	-	4.2K New	$350K - $392K	4.2K $478K
Feb 08, 2022 Q4 2021	Sage Financial Management Group, Inc.	BUY	-	4.15K New	$346K - $388K	4.15K $473K
Jan 21, 2022 Q4 2021	Kestra Private Wealth Services, LLC	BUY	-	4.08K + 25.48%	$340K - $382K	20.1K $2.29M
Feb 16, 2022 Q4 2021	Strategic Wealth Advisors Group, LLC Sacramento, CA	BUY	-	4.05K + 23.33%	$338K - $379K	21.4K $2.44M
Jan 27, 2022 Q4 2021	Janney Montgomery Scott LLC	BUY	-	4.01K + 52.56%	$334K - $375K	11.6K $1.33M
Feb 16, 2023 Q4 2021	Bensler, LLC Bellevue, WA	BUY	-	3.84K New	$321K - $359K	3.84K $438K
Jan 24, 2022 Q4 2021	Altfest L J & CO Inc	BUY	-	3.6K + 13.39%	$300K - $337K	30.5K $3.47M
Jan 18, 2022 Q4 2021	Miracle Mile Advisors, LLC	BUY	-	3.45K + 7.91%	$288K - $323K	47.1K $5.37M
Feb 11, 2022 Q4 2021	Sequoia Financial Advisors, LLC	BUY	-	3.45K New	$288K - $323K	3.45K $393K
Feb 14, 2022 Q4 2021	Prudential Financial Inc Newark, NJ	BUY	-	3.44K New	$287K - $322K	3.44K $392K
Feb 15, 2022 Q4 2021	Colony Group LLC Boston, MA	BUY	-	3.43K New	$286K - $321K	3.43K $391K
Feb 14, 2022 Q4 2021	Wealth Alliance Mellville, NY	BUY	-	3.35K New	$280K - $313K	3.35K $382K
Jan 31, 2022 Q4 2021	Addison Advisors LLC	BUY	-	3.16K + 4648.53%	$264K - $296K	3.23K $368K
Feb 11, 2022 Q4 2021	Prism Advisors, Inc.	BUY	-	3.02K + 69.33%	$252K - $282K	7.38K $840K
Feb 10, 2022 Q4 2021	Wealth Advisors Of Tampa Bay, LLC	BUY	-	3.01K New	$251K - $281K	3.01K $343K
Feb 11, 2022 Q4 2021	Braun Bostich & Associates Inc. Canonsburg, PA	BUY	-	2.96K New	$247K - $277K	2.96K $337K
Feb 04, 2022 Q4 2021	Retirement Income Solutions, Inc Ann Arbor, MI	BUY	-	2.91K + 117.14%	$242K - $272K	5.39K $614K
Jan 21, 2022 Q4 2021	Wealthfront Advisers LLC	BUY	-	2.89K + 49.91%	$241K - $270K	8.68K $989K
Feb 14, 2022 Q4 2021	Wilson & Boucher Capital Management, LLC	BUY	-	2.77K New	$231K - $259K	2.77K $316K
Jan 19, 2022 Q4 2021	Whittier Trust CO Of Nevada Inc	BUY	-	2.73K + 28.36%	$228K - $255K	12.4K $1.41M
Feb 14, 2022 Q4 2021	Sig Fig Wealth Management, LLC San Francisco, CA	BUY	-	2.72K New	$226K - $254K	2.72K $309K
Feb 15, 2022 Q4 2021	Creative One Wealth, LLC Overland Park, KS	BUY	-	2.69K + 48.94%	$224K - $251K	8.17K $931K
Jan 18, 2022 Q4 2021	Dentgroup LLC	BUY	-	2.65K New	$221K - $248K	2.65K $302K
Feb 04, 2022 Q4 2021	Karp Capital Management Corp	BUY	-	2.59K New	$216K - $242K	2.59K $295K
Jan 21, 2022 Q4 2021	Institute For Wealth Management, Llc.	BUY	-	2.56K + 12.8%	$214K - $240K	22.6K $2.57M

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Account

Purchases and Sales Made in Q4 2021 in Ishares Msci Kld 400 Social Et (DSI)

10.9K

10.7K

10.7K

10.5K

10.4K

10.1K

10K

9.75K

9.34K

7.89K

7.44K

6.83K

6.77K

6.68K

6.6K

6.47K

6.3K

5.61K

5.41K

5.32K

4.71K

4.63K

4.52K

4.4K

4.24K

4.2K

4.15K

4.08K

4.05K

4.01K

3.84K

3.6K

3.45K

3.45K

3.44K

3.43K

3.35K

3.16K

3.02K

3.01K

2.96K

2.91K

2.89K

2.77K

2.73K

2.72K

2.69K

2.65K

2.59K

2.56K

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