Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
854K+ 139.3% |
$67.8M - $79.7M
|
1.47M
$167M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
519K+ 7764.25% |
$41.2M - $48.4M
|
525K
$59.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
272K+ 1315.48% |
$21.6M - $25.4M
|
292K
$33.3M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
198K+ 28.19% |
$15.7M - $18.4M
|
898K
$102M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
179K+ 4.04% |
$14.2M - $16.7M
|
4.61M
$526M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
132K+ 220.18% |
$10.5M - $12.3M
|
192K
$21.8M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
116KNew |
$9.25M - $10.9M
|
116K
$13.3M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
98.5K+ 51.05% |
$7.83M - $9.2M
|
292K
$33.2M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
67.1K+ 20.14% |
$5.33M - $6.26M
|
400K
$45.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
61.1K+ 171.75% |
$4.85M - $5.7M
|
96.7K
$11M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
60.2K+ 83.52% |
$4.79M - $5.62M
|
132K
$15.1M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
48.4KNew |
$3.84M - $4.51M
|
48.4K
$5.51M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
39.4K+ 1407.25% |
$3.13M - $3.68M
|
42.2K
$4.81M
|
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
37.4K+ 37.35% |
$2.97M - $3.49M
|
137K
$15.7M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
34.9K+ 125.64% |
$2.77M - $3.25M
|
62.6K
$7.13M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
33.2K+ 2362.96% |
$2.64M - $3.1M
|
34.6K
$3.94M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
26.5K+ 94.69% |
$2.11M - $2.48M
|
54.5K
$6.21M
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
25.5K+ 183.71% |
$2.02M - $2.38M
|
39.3K
$4.48M
|
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
22.1KNew |
$1.76M - $2.06M
|
22.1K
$2.52M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22K+ 12.59% |
$1.75M - $2.06M
|
197K
$22.5M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
19.2KNew |
$1.53M - $1.79M
|
19.2K
$2.19M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
19.1K+ 14.22% |
$1.52M - $1.78M
|
153K
$17.5M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
15.2KNew |
$1.21M - $1.42M
|
15.2K
$1.74M
|
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14.8KNew |
$1.18M - $1.39M
|
14.8K
$1.69M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.6K+ 7.13% |
$1.16M - $1.37M
|
220K
$25M
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
13.8K+ 59.6% |
$1.1M - $1.29M
|
37K
$4.21M
|
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
BUY
|
- |
13.4K+ 61.15% |
$1.06M - $1.25M
|
35.2K
$4.01M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.1K+ 9.27% |
$1.04M - $1.23M
|
155K
$17.6M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.2K+ 3.86% |
$893K - $1.05M
|
303K
$34.5M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.8KNew |
$859K - $1.01M
|
10.8K
$1.23M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10.2K+ 230.29% |
$808K - $949K
|
14.6K
$1.66M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.87KNew |
$784K - $921K
|
9.87K
$1.12M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.82K+ 43.85% |
$700K - $823K
|
28.9K
$3.3M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.8K+ 26.81% |
$699K - $821K
|
41.6K
$4.74M
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
8.57K+ 62.38% |
$681K - $800K
|
22.3K
$2.54M
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.2K+ 94.45% |
$651K - $765K
|
16.9K
$1.92M
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.96K+ 183.26% |
$632K - $743K
|
12.3K
$1.4M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.59K+ 220.33% |
$603K - $708K
|
11K
$1.26M
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7.56K+ 98.82% |
$600K - $706K
|
15.2K
$1.73M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.51KNew |
$596K - $701K
|
7.51K
$855K
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
7.5KNew |
$596K - $700K
|
7.5K
$855K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.3K+ 160.0% |
$580K - $682K
|
11.9K
$1.35M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.13K+ 61.55% |
$567K - $666K
|
18.7K
$2.13M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.99K+ 60.08% |
$555K - $653K
|
18.6K
$2.12M
|
|
|
May 16, 2022
Q1 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
6.28KNew |
$499K - $586K
|
6.28K
$715K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
6.24K+ 6.43% |
$496K - $583K
|
103K
$11.8M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.2K+ 113.15% |
$493K - $579K
|
11.7K
$1.33M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.6K+ 52.81% |
$445K - $523K
|
16.2K
$1.85M
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.53K+ 203.79% |
$440K - $516K
|
8.25K
$940K
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
5.44K+ 23.78% |
$432K - $508K
|
28.3K
$3.23M
|