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

DSI Quotes by TradingView

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 07, 2022 Q4 2021
Rede Wealth, LLC

BUY
 -
12
+ 0.17%
$1K - $1.12K
7.23K $824K
Jul 17, 2024 Q4 2021
Kelly Financial Services LLC

Braintree, MA
BUY
 -
11
+ 20.0%
$917 - $1.03K
66 $7.52K
Jan 27, 2022 Q4 2021
Oxler Private Wealth LLC

New York, NY
BUY
 -
9
+ 0.3%
$751 - $841
3.05K $347K
Mar 03, 2022 Q4 2021
Landaas & CO

Milwaukee, WI
BUY
 -
9
+ 0.3%
$751 - $841
3K $341K
Feb 15, 2022 Q4 2021
Titus Wealth Management

Larskpur, CA
BUY
 -
7
+ 0.14%
$584 - $654
4.89K $557K
Feb 14, 2022 Q4 2021
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
6
+ 0.02%
$500 - $561
26.3K $3M
Feb 07, 2022 Q4 2021
Harfst & Associates, Inc.

BUY
 -
6
+ 0.07%
$500 - $561
9.06K $1.03M
Feb 07, 2022 Q4 2021
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
BUY
 -
5
+ 0.45%
$417 - $467
1.12K $128K
Feb 15, 2022 Q4 2021
Flputnam Investment Management CO

Portland, ME
BUY
 -
5
+ 0.06%
$417 - $467
8.93K $1.02M
Feb 14, 2022 Q4 2021
Td Capital Management LLC

Memphis, TN
BUY
 -
4
+ 0.3%
$334 - $374
1.33K $152K
Jan 13, 2022 Q4 2021
Parkside Advisors LLC

BUY
 -
2
+ 0.04%
$167 - $187
5.33K $607K
Jan 09, 2024 Q4 2021
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
1
+ 0.31%
$83.4 - $93.5
328 $37.4K
Feb 11, 2022 Q4 2021
Coldstream Capital Management Inc

BUY
 -
1
+ 0.01%
$83.4 - $93.5
9.89K $1.13M
Feb 14, 2022 Q4 2021
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
1
+ 0.01%
$83.4 - $93.5
7.53K $858K
Feb 17, 2022 Q4 2021
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
1
+ 0.02%
$83.4 - $93.5
4.68K $533K
Feb 02, 2022 Q4 2021
Clearview Wealth Advisors LLC

BUY
 -
1
+ 16.67%
$83.4 - $93.5
7 $798
Feb 09, 2022 Q4 2021
Geneos Wealth Management Inc.

BUY
 -
1
+ 0.03%
$83.4 - $93.5
2.98K $340K
Mar 14, 2022 Q4 2021
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
0
New
$0 - $0
0 $0
Feb 02, 2022 Q4 2021
Aptus Capital Advisors, LLC

SELL
 -
-3
- 0.12%
$250 - $280
2.52K $287K
Jan 27, 2022 Q4 2021
Investors Research Corp

SELL
 -
-4
- 0.03%
$334 - $374
15.6K $1.78M
Feb 09, 2022 Q4 2021
Baron Financial Group, LLC

Fair Lawn, NJ
SELL
 -
-10
- 0.05%
$834 - $935
21K $2.39M
Jan 20, 2022 Q4 2021
Bangor Savings Bank

Bangor, ME
SELL
 -
-14
- 0.05%
$1.17K - $1.31K
28.9K $3.29M
Jan 26, 2022 Q4 2021
Balasa Dinverno & Foltz LLC

Itasca, IL
SELL
 -
-15
- 0.07%
$1.25K - $1.4K
22.1K $2.51M
Jan 27, 2022 Q4 2021
Peoples Bank

SELL
 -
-15
- 0.18%
$1.25K - $1.4K
8.28K $944K
Feb 07, 2022 Q4 2021
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-16
- 0.44%
$1.33K - $1.5K
3.6K $410K
Feb 09, 2022 Q4 2021
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-18
- 0.3%
$1.5K - $1.68K
6.07K $692K
Jan 27, 2022 Q4 2021
Dougherty Wealth Advisers LLC

SELL
 -
-27
- 8.97%
$2.25K - $2.52K
274 $31.2K
Feb 15, 2022 Q4 2021
Punch & Associates Investment Management, Inc.

Edina, MN
SELL
 -
-28
- 5.86%
$2.34K - $2.62K
450 $51.3K
Feb 04, 2022 Q4 2021
Joseph P. Lucia & Associates, LLC

SELL
 -
-30
Closed
$2.5K - $2.8K
0 $0
Jan 28, 2022 Q4 2021
Ironwood Financial, LLC

SELL
 -
-36
Closed
$3K - $3.37K
0 $0
Jan 31, 2022 Q4 2021
D.A. Davidson & Co.

SELL
 -
-40
- 0.83%
$3.34K - $3.74K
4.8K $547K
Feb 09, 2022 Q4 2021
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-44
- 15.17%
$3.67K - $4.11K
246 $28K
Jan 21, 2022 Q4 2021
Foundations Investment Advisors, LLC

SELL
 -
-44
- 0.64%
$3.67K - $4.11K
6.88K $784K
Jan 26, 2022 Q4 2021
Signature Securities Group Corporation

SELL
 -
-50
- 1.28%
$4.17K - $4.67K
3.87K $441K
Feb 14, 2022 Q4 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-54
- 0.61%
$4.5K - $5.05K
8.73K $995K
Feb 14, 2022 Q4 2021
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-56
- 1.85%
$4.67K - $5.24K
2.97K $339K
Feb 01, 2022 Q4 2021
Ellis Investment Partners, LLC

SELL
 -
-58
- 20.94%
$4.84K - $5.42K
219 $25K
Jan 26, 2022 Q4 2021
4 Thought Financial Group Inc.

SELL
 -
-66
- 3.56%
$5.5K - $6.17K
1.79K $204K
Feb 15, 2022 Q4 2021
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-79
- 0.25%
$6.59K - $7.39K
30.9K $3.52M
Feb 14, 2022 Q4 2021
Money Concepts Capital Corp

SELL
 -
-85
- 7.12%
$7.09K - $7.95K
1.11K $126K
Feb 04, 2022 Q4 2021
Destination Wealth Management

SELL
 -
-89
- 1.0%
$7.42K - $8.32K
8.77K $1M
Jan 21, 2022 Q4 2021
Clear Harbor Asset Management, LLC

SELL
 -
-91
- 1.33%
$7.59K - $8.51K
6.77K $771K
Mar 24, 2022 Q4 2021
Willow Creek Wealth Management Inc.

Sebastopol, CA
SELL
 -
-92
- 1.2%
$7.67K - $8.6K
7.56K $862K
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-92
Closed
$7.67K - $8.6K
0 $0
Jan 24, 2022 Q4 2021
Tci Wealth Advisors, Inc.

SELL
 -
-96
Closed
$8.01K - $8.98K
0 $0
Feb 02, 2022 Q4 2021
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-98
- 1.23%
$8.17K - $9.16K
7.86K $896K
Feb 15, 2022 Q4 2021
Hm Payson & CO

Portland, ME
SELL
 -
-100
- 2.01%
$8.34K - $9.35K
4.88K $556K
Feb 11, 2022 Q4 2021
Firestone Capital Management

SELL
 -
-100
- 4.24%
$8.34K - $9.35K
2.26K $257K
Feb 14, 2022 Q4 2021
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-107
- 1.05%
$8.92K - $10K
10K $1.14M

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