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 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
230+ 3.05% |
$18.3K - $21.5K
|
7.78K
$859K
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
222+ 3.51% |
$17.6K - $20.7K
|
6.55K
$723K
|
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
220+ 65.48% |
$17.5K - $20.5K
|
556
$61.4K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
207New |
$16.4K - $19.3K
|
207
$22.9K
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
201+ 3.71% |
$16K - $18.8K
|
5.61K
$620K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
200+ 4.1% |
$15.9K - $18.7K
|
5.08K
$561K
|
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
191+ 5.06% |
$15.2K - $17.8K
|
3.96K
$438K
|
|
|
Apr 12, 2022
Q1 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
188+ 1.87% |
$14.9K - $17.5K
|
10.2K
$1.13M
|
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
183+ 4.73% |
$14.5K - $17.1K
|
4.05K
$447K
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
179+ 0.75% |
$14.2K - $16.7K
|
24.1K
$2.66M
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
158+ 0.52% |
$12.6K - $14.7K
|
30.8K
$3.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
140+ 3.61% |
$11.1K - $13.1K
|
4.02K
$444K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
130New |
$10.3K - $12.1K
|
130
$14.4K
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
120+ 0.45% |
$9.53K - $11.2K
|
26.5K
$2.93M
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
118+ 0.91% |
$9.37K - $11K
|
13.1K
$1.45M
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
116+ 1.42% |
$9.22K - $10.8K
|
8.29K
$916K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
116+ 1.17% |
$9.22K - $10.8K
|
10K
$1.11M
|
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
BUY
|
- |
115+ 0.56% |
$9.14K - $10.7K
|
20.6K
$2.28M
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
94+ 229.27% |
$7.47K - $8.77K
|
135
$14.9K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
90+ 5.03% |
$7.15K - $8.4K
|
1.88K
$207K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
90+ 0.54% |
$7.15K - $8.4K
|
16.8K
$1.86M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
86+ 0.9% |
$6.83K - $8.03K
|
9.66K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
80+ 1.64% |
$6.36K - $7.47K
|
4.97K
$549K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
80+ 0.81% |
$6.36K - $7.47K
|
9.91K
$1.09M
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
79+ 0.51% |
$6.28K - $7.37K
|
15.7K
$1.73M
|
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
BUY
|
- |
79+ 3.05% |
$6.28K - $7.37K
|
2.67K
$294K
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
73+ 27.34% |
$5.8K - $6.81K
|
340
$37.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
70+ 1000.0% |
$5.56K - $6.53K
|
77
$8.5K
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
70+ 2.43% |
$5.56K - $6.53K
|
2.95K
$326K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
65+ 3.56% |
$5.16K - $6.07K
|
1.89K
$209K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
63+ 0.09% |
$5K - $5.88K
|
74K
$8.17M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
55+ 83.33% |
$4.37K - $5.13K
|
121
$13.4K
|
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
49+ 0.35% |
$3.89K - $4.57K
|
13.9K
$1.53M
|
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
43+ 2.4% |
$3.42K - $4.01K
|
1.83K
$202K
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
40+ 1.71% |
$3.18K - $3.73K
|
2.37K
$262K
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
36+ 0.16% |
$2.86K - $3.36K
|
22.1K
$2.44M
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
30+ 15.0% |
$2.38K - $2.8K
|
230
$25.4K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
30+ 0.63% |
$2.38K - $2.8K
|
4.83K
$533K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
30New |
$2.38K - $2.8K
|
30
$3.31K
|
|
|
May 13, 2022
Q1 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
23+ 0.04% |
$1.83K - $2.15K
|
52.3K
$5.77M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
21+ 3.35% |
$1.67K - $1.96K
|
647
$71.4K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19+ 0.15% |
$1.51K - $1.77K
|
12.8K
$1.41M
|
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
15+ 0.13% |
$1.19K - $1.4K
|
11.9K
$1.31M
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
15+ 0.23% |
$1.19K - $1.4K
|
6.45K
$712K
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
14+ 0.25% |
$1.11K - $1.31K
|
5.68K
$627K
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
13+ 0.23% |
$1.03K - $1.21K
|
5.65K
$624K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
12+ 0.49% |
$953 - $1.12K
|
2.46K
$271K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9+ 0.37% |
$715 - $840
|
2.46K
$272K
|
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
7+ 0.22% |
$556 - $653
|
3.16K
$349K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6+ 5.5% |
$477 - $560
|
115
$12.7K
|