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
|
Financial Services Advisory Inc
|
BUY
|
- |
2.55K+ 12.11% |
$212K - $238K
|
23.6K
$2.69M
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.52KNew |
$210K - $236K
|
2.52K
$287K
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
2.41KNew |
$201K - $225K
|
2.41K
$274K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
2.4K+ 11.73% |
$200K - $224K
|
22.9K
$2.61M
|
|
|
Jan 19, 2022
Q4 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2.38KNew |
$199K - $223K
|
2.38K
$272K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.34K+ 199.57% |
$195K - $218K
|
3.51K
$399K
|
|
|
Feb 01, 2022
Q4 2021
|
Weaver Consulting Group
|
BUY
|
- |
2.28KNew |
$190K - $213K
|
2.28K
$260K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.25KNew |
$187K - $210K
|
2.25K
$256K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
2.23KNew |
$186K - $209K
|
2.23K
$254K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
2.22KNew |
$185K - $208K
|
2.22K
$253K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.2KNew |
$183K - $206K
|
2.2K
$251K
|
|
|
Jan 28, 2022
Q4 2021
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
2.17KNew |
$181K - $203K
|
2.17K
$247K
|
|
|
Jan 20, 2022
Q4 2021
|
Affinia Financial Group, LLC
Burlington, MA |
BUY
|
- |
2.12K+ 22.62% |
$177K - $198K
|
11.5K
$1.31M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.11K+ 51.84% |
$176K - $198K
|
6.19K
$705K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.08K+ 17.98% |
$174K - $195K
|
13.7K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2K+ 0.93% |
$167K - $187K
|
216K
$24.6M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.96KNew |
$164K - $183K
|
1.96K
$223K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.93K+ 14.88% |
$161K - $180K
|
14.9K
$1.69M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.89K+ 75.09% |
$158K - $177K
|
4.41K
$503K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.87K+ 8.36% |
$156K - $174K
|
24.2K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.86KNew |
$155K - $174K
|
1.86K
$212K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.8KNew |
$150K - $168K
|
1.8K
$205K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.78K+ 18.2% |
$149K - $167K
|
11.6K
$1.32M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.66K+ 3.14% |
$139K - $155K
|
54.7K
$6.23M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1.51K+ 1.19% |
$126K - $141K
|
128K
$14.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.43K+ 4.88% |
$120K - $134K
|
30.8K
$3.51M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.43K+ 11.78% |
$119K - $133K
|
13.5K
$1.54M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
1.37K+ 4.0% |
$114K - $128K
|
35.5K
$4.05M
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
1.32K+ 3.83% |
$110K - $124K
|
35.8K
$4.08M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
1.3KNew |
$108K - $122K
|
1.3K
$148K
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.24K+ 15.31% |
$103K - $116K
|
9.34K
$1.06M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.18K+ 241.72% |
$98.6K - $111K
|
1.67K
$190K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.15K+ 22.36% |
$96K - $108K
|
6.3K
$718K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.14K+ 2.77% |
$95.2K - $107K
|
42.4K
$4.83M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
1.1KNew |
$91.7K - $103K
|
1.1K
$125K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.09KNew |
$91.2K - $102K
|
1.09K
$125K
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.07K+ 4.37% |
$89.2K - $99.9K
|
25.6K
$2.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
1.01K+ 26.8% |
$84.3K - $94.5K
|
4.78K
$545K
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
952+ 7.05% |
$79.4K - $89K
|
14.5K
$1.65M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
922+ 18.14% |
$76.9K - $86.2K
|
6.01K
$684K
|
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
871+ 6.06% |
$72.6K - $81.4K
|
15.2K
$1.74M
|
|
|
Jan 12, 2022
Q4 2021
|
Old Port Advisors
|
BUY
|
- |
869+ 14.87% |
$72.5K - $81.2K
|
6.71K
$765K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
857+ 9.73% |
$71.5K - $80.1K
|
9.67K
$1.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
853+ 17.38% |
$71.1K - $79.7K
|
5.76K
$657K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
756+ 10.97% |
$63.1K - $70.7K
|
7.65K
$872K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
730+ 0.76% |
$60.9K - $68.2K
|
97K
$11.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
622+ 0.36% |
$51.9K - $58.2K
|
175K
$19.9M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
605+ 6.87% |
$50.5K - $56.6K
|
9.41K
$1.07M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
582New |
$48.5K - $54.4K
|
582
$66.3K
|
|
|
Jan 18, 2022
Q4 2021
|
De Dora Capital, Inc.
|
BUY
|
- |
570+ 7.35% |
$47.5K - $53.3K
|
8.32K
$948K
|