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 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-112- 4.27% |
$9.34K - $10.5K
|
2.51K
$286K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-123- 0.65% |
$10.3K - $11.5K
|
18.9K
$2.16M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-137- 1.02% |
$11.4K - $12.8K
|
13.3K
$1.52M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-147- 0.1% |
$12.3K - $13.7K
|
141K
$16.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-162- 1.0% |
$13.5K - $15.1K
|
16K
$1.82M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-184Closed |
$15.3K - $17.2K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-187- 0.55% |
$15.6K - $17.5K
|
33.9K
$3.86M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-190- 0.51% |
$15.8K - $17.8K
|
37.2K
$4.24M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-191- 2.93% |
$15.9K - $17.9K
|
6.32K
$720K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-198- 9.18% |
$16.5K - $18.5K
|
1.96K
$223K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-202- 1.68% |
$16.8K - $18.9K
|
11.8K
$1.35M
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-208- 1.2% |
$17.3K - $19.4K
|
17.1K
$1.94M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-245- 0.88% |
$20.4K - $22.9K
|
27.7K
$3.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-250- 2.97% |
$20.9K - $23.4K
|
8.18K
$932K
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-257- 6.55% |
$21.4K - $24K
|
3.66K
$418K
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-271- 4.04% |
$22.6K - $25.3K
|
6.44K
$733K
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-280- 6.05% |
$23.4K - $26.2K
|
4.35K
$495K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-287- 5.8% |
$23.9K - $26.8K
|
4.66K
$531K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-290- 3.69% |
$24.2K - $27.1K
|
7.58K
$863K
|
|
|
Feb 11, 2022
Q4 2021
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-296- 0.84% |
$24.7K - $27.7K
|
35.1K
$4M
|
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-300- 6.29% |
$25K - $28K
|
4.47K
$509K
|
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
SELL
|
- |
-302- 2.43% |
$25.2K - $28.2K
|
12.1K
$1.38M
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-350- 0.79% |
$29.2K - $32.7K
|
44.1K
$5.02M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-359- 1.17% |
$29.9K - $33.6K
|
30.3K
$3.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-380- 13.46% |
$31.7K - $35.5K
|
2.44K
$278K
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-390- 11.8% |
$32.5K - $36.5K
|
2.92K
$332K
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-392- 2.31% |
$32.7K - $36.6K
|
16.5K
$1.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-398- 11.47% |
$33.2K - $37.2K
|
3.07K
$350K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-456Closed |
$38K - $42.6K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
SELL
|
- |
-475- 1.41% |
$39.6K - $44.4K
|
33.3K
$3.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-551- 3.83% |
$46K - $51.5K
|
13.8K
$1.58M
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-590- 2.64% |
$49.2K - $55.2K
|
21.8K
$2.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-600Closed |
$50K - $56.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-608- 0.72% |
$50.7K - $56.8K
|
83.5K
$9.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-618- 2.98% |
$51.5K - $57.8K
|
20.1K
$2.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-683- 22.65% |
$57K - $63.9K
|
2.33K
$266K
|
|
|
Feb 09, 2022
Q4 2021
|
Appleton Group, LLC
|
SELL
|
- |
-694- 13.28% |
$57.9K - $64.9K
|
4.53K
$516K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-698- 6.76% |
$58.2K - $65.3K
|
9.63K
$1.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-713- 1.63% |
$59.5K - $66.7K
|
43K
$4.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-735- 15.19% |
$61.3K - $68.7K
|
4.11K
$468K
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-758- 42.3% |
$63.2K - $70.9K
|
1.03K
$118K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-785- 13.03% |
$65.5K - $73.4K
|
5.24K
$597K
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-792- 4.23% |
$66.1K - $74K
|
17.9K
$2.04M
|
|
|
Jan 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-821- 7.33% |
$68.5K - $76.8K
|
10.4K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-888- 13.94% |
$74.1K - $83K
|
5.48K
$625K
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-925Closed |
$77.1K - $86.5K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.03K- 0.5% |
$85.7K - $96K
|
205K
$23.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.11KClosed |
$92.2K - $103K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.12K- 2.33% |
$93.7K - $105K
|
47.1K
$5.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.14K- 4.84% |
$95K - $106K
|
22.4K
$2.55M
|