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 06, 2022 Q1 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
5
+ 0.14%
$397 - $467
3.6K $411K
May 31, 2023 Q1 2022
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
5
+ 0.11%
$397 - $467
4.35K $496K
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
5
+ 0.05%
$397 - $467
10K $1.14M
Apr 20, 2022 Q1 2022
Psi Advisors, LLC

BUY
 -
5
+ 1.99%
$397 - $467
256 $29.2K
Apr 22, 2022 Q1 2022
Rise Advisors, LLC

BUY
 -
3
+ 0.27%
$238 - $280
1.1K $126K
Apr 29, 2022 Q1 2022
Focused Wealth Management, Inc

BUY
 -
2
+ 0.1%
$159 - $187
1.96K $223K
Jan 09, 2024 Q1 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
1
+ 0.3%
$79.4 - $93.3
329 $37.5K
May 09, 2022 Q1 2022
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
1
+ 0.01%
$79.4 - $93.3
7.53K $858K
May 03, 2022 Q1 2022
Ellis Investment Partners, LLC

BUY
 -
1
+ 0.46%
$79.4 - $93.3
220 $25.1K
May 03, 2022 Q1 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
0
New
$0 - $0
0 $0
Apr 28, 2022 Q1 2022
Flputnam Investment Management CO

Portland, ME
SELL
 -
-4
- 0.04%
$318 - $373
8.93K $1.02M
Apr 29, 2022 Q1 2022
Gibson Capital, LLC

Wexford, PA
SELL
 -
-6
- 0.02%
$477 - $560
35.1K $4M
May 16, 2022 Q1 2022
Punch & Associates Investment Management, Inc.

Edina, MN
SELL
 -
-15
- 3.33%
$1.19K - $1.4K
435 $49.6K
Apr 28, 2022 Q1 2022
Harfst & Associates, Inc.

SELL
 -
-16
- 0.18%
$1.27K - $1.49K
9.04K $1.03M
May 12, 2022 Q1 2022
Cambridge Trust CO

Boston, MA
SELL
 -
-16
- 0.17%
$1.27K - $1.49K
9.65K $1.1M
May 12, 2022 Q1 2022
Claraphi Advisory Network, LLC

SELL
 -
-26
- 0.22%
$2.07K - $2.43K
11.8K $1.34M
Apr 27, 2022 Q1 2022
Sargent Bickham Lagudis LLC

SELL
 -
-26
- 0.09%
$2.07K - $2.43K
30.3K $3.45M
May 20, 2022 Q1 2022
Van Hulzen Asset Management, LLC

SELL
 -
-28
- 1.11%
$2.22K - $2.61K
2.49K $283K
May 13, 2022 Q1 2022
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
SELL
 -
-30
- 2.67%
$2.38K - $2.8K
1.09K $125K
May 02, 2022 Q1 2022
Parsons Capital Management Inc

SELL
 -
-30
- 0.64%
$2.38K - $2.8K
4.66K $531K
May 06, 2022 Q1 2022
Tortoise Investment Management, LLC

SELL
 -
-40
- 31.01%
$3.18K - $3.73K
89 $10.1K
May 13, 2022 Q1 2022
Assetmark, Inc

SELL
 -
-44
- 2.05%
$3.5K - $4.11K
2.11K $240K
May 04, 2022 Q1 2022
Trellis Advisors, LLC

SELL
 -
-60
- 0.18%
$4.77K - $5.6K
33.3K $3.79M
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-67
- 0.82%
$5.32K - $6.25K
8.11K $924K
Apr 12, 2022 Q1 2022
Crestwood Advisors Group LLC

SELL
 -
-71
- 1.45%
$5.64K - $6.63K
4.83K $551K
May 12, 2022 Q1 2022
Destination Wealth Management

SELL
 -
-76
- 0.87%
$6.04K - $7.09K
8.7K $991K
Apr 13, 2022 Q1 2022
Parkside Advisors LLC

SELL
 -
-79
- 1.48%
$6.28K - $7.37K
5.25K $598K
Apr 19, 2022 Q1 2022
Wny Asset Management, LLC

Williamsville, NY
SELL
 -
-82
- 0.27%
$6.51K - $7.65K
30.8K $3.51M
May 16, 2022 Q1 2022
Pathstone Family Office, LLC

Englewood, NJ
SELL
 -
-110
- 3.29%
$8.74K - $10.3K
3.23K $368K
Apr 26, 2022 Q1 2022
Newbridge Financial Services Group, Inc.

SELL
 -
-113
- 76.87%
$8.98K - $10.5K
34 $3.87K
May 10, 2022 Q1 2022
Callan Capital, LLC

La Jolla, CA
SELL
 -
-114
- 2.07%
$9.06K - $10.6K
5.4K $615K
May 03, 2022 Q1 2022
Peoples Bank

SELL
 -
-125
- 1.51%
$9.93K - $11.7K
8.16K $929K
Apr 27, 2022 Q1 2022
1900 Wealth Management LLC

SELL
 -
-145
- 0.8%
$11.5K - $13.5K
18K $2.05M
May 16, 2022 Q1 2022
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-159
- 5.35%
$12.6K - $14.8K
2.82K $321K
Apr 25, 2022 Q1 2022
Mascoma Wealth Management LLC

SELL
 -
-165
- 0.16%
$13.1K - $15.4K
102K $11.7M
May 13, 2022 Q1 2022
Svb Wealth LLC

Boston, MA
SELL
 -
-175
- 0.58%
$13.9K - $16.3K
30K $3.42M
May 06, 2022 Q1 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
SELL
 -
-200
- 13.69%
$15.9K - $18.7K
1.26K $144K
Apr 08, 2022 Q1 2022
Lowe Wealth Advisors, LLC

SELL
 -
-200
- 3.74%
$15.9K - $18.7K
5.15K $586K
May 11, 2022 Q1 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
SELL
 -
-231
- 1.03%
$18.4K - $21.6K
22.1K $2.52M
Apr 19, 2022 Q1 2022
Fifth Third Bancorp

SELL
 -
-234
- 2.17%
$18.6K - $21.8K
10.6K $1.2M
May 13, 2022 Q1 2022
Gould Asset Management LLC

Claremont, CA
SELL
 -
-235
- 6.25%
$18.7K - $21.9K
3.52K $401K
Apr 13, 2022 Q1 2022
Enterprise Bank & Trust CO

SELL
 -
-275
- 2.05%
$21.8K - $25.7K
13.1K $1.49M
May 09, 2022 Q1 2022
Forbes J M & CO LLP

SELL
 -
-277
- 2.28%
$22K - $25.9K
11.9K $1.35M
May 11, 2022 Q1 2022
Financial Insights, Inc.

SELL
 -
-291
- 0.76%
$23.1K - $27.2K
38.1K $4.34M
May 20, 2022 Q1 2022
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-343
- 7.33%
$27.2K - $32K
4.33K $494K
Apr 20, 2022 Q1 2022
Well Done, LLC

SELL
 -
-346
- 6.85%
$27.5K - $32.3K
4.7K $536K
Apr 19, 2022 Q1 2022
Polaris Wealth Advisory Group, LLC

SELL
 -
-362
- 5.3%
$28.8K - $33.8K
6.47K $737K
Apr 26, 2022 Q1 2022
Bond & Devick Financial Network, Inc.

SELL
 -
-363
- 2.8%
$28.8K - $33.9K
12.6K $1.44M
Apr 28, 2022 Q1 2022
Ballew Advisors, Inc

SELL
 -
-367
- 11.03%
$29.2K - $34.3K
2.96K $337K

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