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
Money Concepts Capital Corp

BUY
 -
1.7K
+ 153.52%
$135K - $159K
2.81K $320K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

BUY
 -
1.68K
New
$133K - $156K
1.68K $191K
Apr 15, 2022 Q1 2022
Columbia Trust CO 01012016

BUY
 -
1.67K
+ 4.27%
$133K - $156K
40.8K $4.65M
May 25, 2022 Q1 2022
Affinia Financial Group, LLC

Burlington, MA
BUY
 -
1.65K
+ 14.32%
$131K - $154K
13.1K $1.5M
May 09, 2022 Q1 2022
Onyx Bridge Wealth Group LLC

BUY
 -
1.64K
+ 38.99%
$130K - $153K
5.84K $665K
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.6K
+ 3.37%
$127K - $149K
48.9K $5.58M
May 02, 2022 Q1 2022
Main Street Investment Advisors LLC

BUY
 -
1.59K
+ 17.69%
$126K - $148K
10.5K $1.2M
Apr 08, 2022 Q1 2022
Massmutual Trust CO Fsb

BUY
 -
1.59K
+ 17.69%
$126K - $148K
10.5K $1.2M
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.57K
+ 6.9%
$124K - $146K
24.3K $2.76M
Apr 21, 2022 Q1 2022
Cornerstone Wealth Management, LLC

BUY
 -
1.57K
+ 6.47%
$124K - $146K
25.7K $2.93M
May 09, 2022 Q1 2022
Neumann Capital Management, LLC

BUY
 -
1.52K
+ 6.97%
$121K - $142K
23.3K $2.66M
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.46K
+ 15.52%
$116K - $136K
10.9K $1.24M
May 12, 2022 Q1 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
1.24K
+ 5.76%
$98.3K - $116K
22.7K $2.59M
Apr 29, 2022 Q1 2022
Bigelow Investment Advisors, LLC

BUY
 -
1.22K
+ 13.08%
$97K - $114K
10.6K $1.2M
Apr 14, 2022 Q1 2022
Bangor Savings Bank

Bangor, ME
BUY
 -
1.2K
+ 4.15%
$95K - $112K
30K $3.42M
May 23, 2022 Q1 2022
Advisory Services Network, LLC

BUY
 -
1.18K
+ 1.16%
$93.5K - $110K
103K $11.7M
Apr 21, 2022 Q1 2022
Topel & Distasi Wealth Management, LLC

BUY
 -
1.16K
+ 8.48%
$92.4K - $109K
14.9K $1.69M
May 13, 2022 Q1 2022
Headinvest, LLC

Portland, ME
BUY
 -
1.14K
+ 3.56%
$90.4K - $106K
33.1K $3.78M
May 09, 2022 Q1 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
1.12K
+ 4.76%
$89.1K - $105K
24.7K $2.81M
Apr 20, 2022 Q1 2022
Gps Wealth Strategies Group, LLC

BUY
 -
1.12K
+ 132.0%
$88.8K - $104K
1.97K $224K
May 13, 2022 Q1 2022
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
1.11K
+ 12.13%
$88.2K - $104K
10.3K $1.17M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
1.09K
New
$86.7K - $102K
1.09K $124K
May 13, 2022 Q1 2022
Win Advisors, Inc

BUY
 -
1.04K
+ 0.41%
$82.9K - $97.4K
255K $29M
May 12, 2022 Q1 2022
Cranbrook Wealth Management, LLC

BUY
 -
1.04K
+ 2.8%
$82.7K - $97.2K
38.3K $4.36M
Apr 28, 2022 Q1 2022
Sage Financial Management Group, Inc.

BUY
 -
990
+ 23.87%
$78.6K - $92.4K
5.14K $585K
Jun 17, 2022 Q1 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
989
New
$78.6K - $92.3K
989 $113K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
953
+ 52.89%
$75.7K - $89K
2.76K $314K
May 12, 2022 Q1 2022
St Germain D J CO Inc

Springfield, MA
BUY
 -
871
+ 6.02%
$69.2K - $81.3K
15.3K $1.75M
May 05, 2022 Q1 2022
Bridgewater Advisors Inc.

BUY
 -
812
+ 20.35%
$64.5K - $75.8K
4.8K $547K
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
BUY
 -
764
+ 1.66%
$60.7K - $71.3K
46.7K $5.32M
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
764
+ 13.52%
$60.7K - $71.3K
6.42K $731K
Apr 18, 2022 Q1 2022
Rede Wealth, LLC

BUY
 -
719
+ 9.94%
$57.1K - $67.1K
7.95K $906K
May 13, 2022 Q1 2022
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
685
+ 3.27%
$54.4K - $63.9K
21.7K $2.47M
May 16, 2022 Q1 2022
Bbr Partners, LLC

New York, NY
BUY
 -
676
+ 4.43%
$53.7K - $63.1K
15.9K $1.81M
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
605
+ 14.32%
$48.1K - $56.5K
4.83K $550K
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

BUY
 -
576
+ 34.47%
$45.8K - $53.8K
2.25K $256K
Apr 20, 2022 Q1 2022
Bank Of New Hampshire

BUY
 -
510
New
$40.5K - $47.6K
510 $58.1K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
467
+ 4.85%
$37.1K - $43.6K
10.1K $1.15M
Apr 21, 2022 Q1 2022
Private Capital Group, LLC

BUY
 -
438
+ 16.84%
$34.8K - $40.9K
3.04K $346K
May 12, 2022 Q1 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
390
+ 15.4%
$31K - $36.4K
2.92K $333K
May 12, 2022 Q1 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
384
+ 2.58%
$30.5K - $35.8K
15.2K $1.74M
Apr 18, 2022 Q1 2022
Spire Wealth Management

BUY
 -
375
+ 0.88%
$29.8K - $35K
42.8K $4.87M
Apr 29, 2022 Q1 2022
Institute For Wealth Management, Llc.

BUY
 -
362
+ 1.6%
$28.8K - $33.8K
22.9K $2.61M
May 13, 2022 Q1 2022
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
307
+ 0.24%
$24.4K - $28.7K
128K $14.6M
May 16, 2022 Q1 2022
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
282
+ 0.64%
$22.4K - $26.3K
44.4K $5.06M
May 11, 2022 Q1 2022
Vicus Capital

State College, PA
BUY
 -
242
+ 1.63%
$19.2K - $22.6K
15.1K $1.72M
Apr 20, 2022 Q1 2022
Peak Financial Management, Inc.

BUY
 -
235
+ 6.41%
$18.7K - $21.9K
3.9K $444K
May 10, 2022 Q1 2022
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
233
+ 3.84%
$18.5K - $21.7K
6.3K $718K
May 05, 2022 Q1 2022
Charter Oak Capital Management, LLC

BUY
 -
232
+ 1.37%
$18.4K - $21.7K
17.1K $1.95M

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