Purchases and Sales Made in Q1 2022 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 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 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
5.36K
+ 39.23%
$426K - $500K
19K $2.1M
May 06, 2022 Q1 2022
Austin Private Wealth, LLC

BUY
 -
5.33K
New
$423K - $497K
5.33K $588K
May 10, 2022 Q1 2022
Western Wealth Management, LLC

BUY
 -
5.31K
+ 26.36%
$422K - $495K
25.4K $2.81M
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

BUY
 -
5.27K
+ 181.98%
$419K - $492K
8.17K $902K
May 03, 2022 Q1 2022
Mount Yale Investment Advisors, LLC

BUY
 -
5.24K
New
$416K - $489K
5.24K $579K
Mar 23, 2023 Q1 2022
Prostatis Group LLC

Hanover, MD
BUY
 -
5.2K
+ 4.04%
$413K - $485K
134K $14.8M
Apr 29, 2022 Q1 2022
Addison Advisors LLC

BUY
 -
5.19K
+ 160.58%
$412K - $484K
8.41K $929K
May 10, 2022 Q1 2022
Wealth Alliance

Mellville, NY
BUY
 -
5.18K
+ 154.58%
$412K - $484K
8.54K $943K
May 10, 2022 Q1 2022
Miramar Capital, LLC

BUY
 -
5.13K
New
$407K - $478K
5.13K $566K
May 12, 2022 Q1 2022
Pitcairn CO

Jenkintown, PA
BUY
 -
5.03K
+ 22.45%
$399K - $469K
27.4K $3.03M
May 06, 2022 Q1 2022
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
4.95K
+ 91.92%
$393K - $462K
10.3K $1.14M
Apr 26, 2022 Q1 2022
Kestra Advisory Services, LLC

BUY
 -
4.79K
+ 26.89%
$380K - $447K
22.6K $2.49M
Apr 20, 2022 Q1 2022
Concord Wealth Partners

BUY
 -
4.56K
+ 15.49%
$362K - $425K
34K $3.75M
Apr 21, 2022 Q1 2022
Joel Isaacson & Co., LLC

BUY
 -
4.46K
New
$355K - $417K
4.46K $493K
Apr 18, 2022 Q1 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
4.46K
+ 16.41%
$354K - $416K
31.7K $3.5M
May 05, 2022 Q1 2022
National Bank Of Canada

BUY
 -
4.37K
+ 37.05%
$347K - $408K
16.2K $1.78M
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
BUY
 -
4.35K
+ 2.01%
$345K - $406K
220K $24.3M
May 11, 2022 Q1 2022
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
4.16K
+ 7.61%
$330K - $388K
58.8K $6.49M
May 12, 2022 Q1 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
4.09K
New
$325K - $382K
4.09K $452K
May 09, 2022 Q1 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
3.93K
+ 62.46%
$313K - $367K
10.2K $1.13M
May 10, 2022 Q1 2022
Keystone Financial Services

BUY
 -
3.82K
+ 158.77%
$303K - $357K
6.23K $687K
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
3.79K
New
$301K - $353K
3.79K $418K
May 13, 2022 Q1 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
3.78K
+ 13.58%
$300K - $353K
31.6K $3.49M
Nov 06, 2024 Q1 2022
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
3.69K
+ 20.72%
$293K - $344K
21.5K $2.37M
Apr 15, 2022 Q1 2022
Resolute Financial, LLC

BUY
 -
3.52K
New
$279K - $328K
3.52K $388K
May 16, 2022 Q1 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
3.43K
+ 111.75%
$273K - $321K
6.51K $719K
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

BUY
 -
3.3K
+ 26.48%
$262K - $308K
15.8K $1.74M
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
3.24K
+ 73.7%
$258K - $303K
7.64K $844K
Apr 12, 2022 Q1 2022
Market Street Wealth Management Advisors LLC

BUY
 -
3.2K
+ 47.27%
$254K - $299K
9.98K $1.1M
Apr 08, 2022 Q1 2022
First International Bank & Trust

Watford City, ND
BUY
 -
3.02K
New
$240K - $282K
3.02K $334K
May 17, 2022 Q1 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.99K
New
$238K - $279K
2.99K $330K
Apr 25, 2022 Q1 2022
Prism Advisors, Inc.

BUY
 -
2.96K
+ 40.1%
$235K - $276K
10.3K $1.14M
May 19, 2022 Q1 2022
Orion Portfolio Solutions, LLC

BUY
 -
2.87K
+ 49.88%
$228K - $268K
8.64K $954K
May 16, 2022 Q1 2022
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
2.74K
+ 0.64%
$218K - $256K
433K $47.9M
Apr 19, 2022 Q1 2022
Baystate Wealth Management LLC

BUY
 -
2.61K
+ 4.91%
$208K - $244K
55.8K $6.16M
May 06, 2022 Q1 2022
Accredited Investors Inc.

BUY
 -
2.55K
+ 7.12%
$203K - $238K
38.4K $4.24M
Apr 12, 2022 Q1 2022
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
2.44K
+ 7.97%
$194K - $228K
33.1K $3.65M
Apr 27, 2022 Q1 2022
Comerica Bank

BUY
 -
2.41K
New
$191K - $225K
2.41K $266K
May 12, 2022 Q1 2022
Raymond James Trust N.A.

BUY
 -
2.38K
+ 12.58%
$189K - $222K
21.3K $2.35M
May 16, 2022 Q1 2022
Two Sigma Securities, LLC

New York, NY
BUY
 -
2.33K
New
$185K - $217K
2.33K $257K
May 09, 2022 Q1 2022
Dentgroup LLC

BUY
 -
2.15K
+ 80.93%
$171K - $200K
4.8K $530K
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
2.13K
+ 9.93%
$169K - $198K
23.5K $2.6M
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

BUY
 -
2.05K
+ 33.17%
$163K - $192K
8.24K $910K
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
2.01K
+ 15.06%
$160K - $187K
15.3K $1.69M
Jun 17, 2024 Q1 2022
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
2K
+ 50.88%
$159K - $187K
5.93K $655K
May 12, 2022 Q1 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
1.86K
+ 37.51%
$147K - $173K
6.8K $751K
Apr 07, 2022 Q1 2022
Bremer Bank National Association

BUY
 -
1.85K
+ 8.11%
$147K - $173K
24.6K $2.72M
May 10, 2022 Q1 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
1.83K
+ 13.55%
$146K - $171K
15.4K $1.7M
May 10, 2022 Q1 2022
Clear Harbor Asset Management, LLC

BUY
 -
1.78K
+ 26.28%
$141K - $166K
8.54K $943K

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