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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
568+ 9.07% |
$47.4K - $53.1K
|
6.83K
$778K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
568New |
$47.4K - $53.1K
|
568
$64.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
539+ 2.53% |
$45K - $50.4K
|
21.9K
$2.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
526+ 12.68% |
$43.9K - $49.2K
|
4.68K
$533K
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
BUY
|
- |
523+ 2.35% |
$43.6K - $48.9K
|
22.8K
$2.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
520New |
$43.4K - $48.6K
|
520
$59.3K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
494+ 4.44% |
$41.2K - $46.2K
|
11.6K
$1.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
468+ 5.0% |
$39K - $43.8K
|
9.83K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
416+ 10.59% |
$34.7K - $38.9K
|
4.34K
$495K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
390+ 10.83% |
$32.5K - $36.5K
|
3.99K
$455K
|
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
374+ 1.18% |
$31.2K - $35K
|
32K
$3.65M
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
344+ 2.73% |
$28.7K - $32.2K
|
13K
$1.48M
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
330+ 11.68% |
$27.5K - $30.9K
|
3.16K
$360K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
296New |
$24.7K - $27.7K
|
296
$33.7K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
292+ 1.76% |
$24.4K - $27.3K
|
16.9K
$1.93M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
290+ 1.08% |
$24.2K - $27.1K
|
27.1K
$3.09M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
278+ 6.58% |
$23.2K - $26K
|
4.5K
$513K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
275+ 7.63% |
$22.9K - $25.7K
|
3.88K
$442K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
275+ 18.16% |
$22.9K - $25.7K
|
1.79K
$204K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
232+ 0.31% |
$19.3K - $21.7K
|
74K
$8.43M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
213+ 0.51% |
$17.8K - $19.9K
|
41.7K
$4.75M
|
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
201+ 0.99% |
$16.8K - $18.8K
|
20.5K
$2.34M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
151+ 0.77% |
$12.6K - $14.1K
|
19.8K
$2.26M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
150New |
$12.5K - $14K
|
150
$17.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
146+ 2.65% |
$12.2K - $13.6K
|
5.65K
$644K
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
140+ 3.87% |
$11.7K - $13.1K
|
3.76K
$428K
|
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
BUY
|
- |
138+ 0.36% |
$11.5K - $12.9K
|
38.4K
$4.37M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
126+ 1.03% |
$10.5K - $11.8K
|
12.4K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
120+ 0.3% |
$10K - $11.2K
|
40.1K
$4.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
112+ 5.5% |
$9.34K - $10.5K
|
2.15K
$245K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
109+ 1.75% |
$9.09K - $10.2K
|
6.32K
$721K
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
100+ 0.38% |
$8.34K - $9.35K
|
26.5K
$3.02M
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
99+ 0.1% |
$8.26K - $9.26K
|
97K
$11.1M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
98+ 0.79% |
$8.17K - $9.16K
|
12.5K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
97+ 4.12% |
$8.09K - $9.07K
|
2.45K
$279K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
96+ 0.76% |
$8.01K - $8.98K
|
12.7K
$1.45M
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
BUY
|
- |
87+ 0.43% |
$7.26K - $8.13K
|
20.5K
$2.34M
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
80New |
$6.67K - $7.48K
|
80
$9.12K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
73+ 2.58% |
$6.09K - $6.82K
|
2.9K
$330K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
70+ 1.02% |
$5.84K - $6.54K
|
6.93K
$789K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
62+ 131.91% |
$5.17K - $5.8K
|
109
$12.4K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
43+ 0.14% |
$3.59K - $4.02K
|
30.6K
$3.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
39+ 1.37% |
$3.25K - $3.65K
|
2.88K
$328K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
35+ 0.62% |
$2.92K - $3.27K
|
5.66K
$645K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
35+ 1.36% |
$2.92K - $3.27K
|
2.6K
$296K
|
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
30+ 0.3% |
$2.5K - $2.8K
|
10.1K
$1.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
26+ 3.17% |
$2.17K - $2.43K
|
847
$96.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 0.14% |
$1.42K - $1.59K
|
11.9K
$1.35M
|
|
|
Feb 09, 2022
Q4 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
17+ 0.3% |
$1.42K - $1.59K
|
5.64K
$643K
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
15+ 0.31% |
$1.25K - $1.4K
|
4.91K
$559K
|