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 05, 2022 Q1 2022
Zevin Asset Management LLC

SELL
 -
-378
- 11.71%
$30K - $35.3K
2.85K $325K
Apr 12, 2022 Q1 2022
Old Port Advisors

SELL
 -
-379
- 5.64%
$30.1K - $35.4K
6.34K $722K
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-397
- 0.62%
$31.5K - $37.1K
63.9K $7.28M
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-546
- 0.61%
$43.4K - $51K
89.6K $10.2M
Apr 26, 2022 Q1 2022
Marquette Asset Management, LLC

SELL
 -
-550
Closed
$43.7K - $51.3K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-568
Closed
$45.1K - $53K
0 $0
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-572
- 10.91%
$45.4K - $53.4K
4.67K $532K
May 16, 2022 Q1 2022
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-578
- 2.19%
$45.9K - $54K
25.8K $2.94M
May 04, 2022 Q1 2022
Aptus Capital Advisors, LLC

SELL
 -
-594
- 23.6%
$47.2K - $55.4K
1.92K $219K
Apr 25, 2022 Q1 2022
Wood Trust Financial Corp

SELL
 -
-632
- 13.21%
$50.2K - $59K
4.15K $473K
May 11, 2022 Q1 2022
Meristem Family Wealth, LLC

Minnetonka, MN
SELL
 -
-724
- 8.85%
$57.5K - $67.6K
7.46K $850K
Apr 25, 2022 Q1 2022
Miracle Mile Advisors, LLC

SELL
 -
-737
- 1.57%
$58.5K - $68.8K
46.3K $5.28M
Apr 21, 2022 Q1 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-821
- 17.56%
$65.2K - $76.6K
3.85K $439K
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

SELL
 -
-839
- 28.13%
$66.7K - $78.3K
2.14K $244K
May 11, 2022 Q1 2022
Main Management LLC

San Francisco, CA
SELL
 -
-853
- 3.34%
$67.8K - $79.6K
24.7K $2.81M
Apr 20, 2022 Q1 2022
White Lighthouse Investment Management Inc.

SELL
 -
-957
- 5.61%
$76K - $89.3K
16.1K $1.84M
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-1.05K
- 8.52%
$83.7K - $98.4K
11.3K $1.29M
May 13, 2022 Q1 2022
Shepherd Financial Partners LLC

Winchester, MA
SELL
 -
-1.14K
- 3.71%
$90.8K - $107K
29.7K $3.38M
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-1.19K
- 2.52%
$94.4K - $111K
45.9K $5.23M
May 05, 2022 Q1 2022
West Wealth Group, LLC

SELL
 -
-1.31K
- 20.25%
$104K - $122K
5.16K $588K
May 18, 2022 Q1 2022
Td Capital Management LLC

Memphis, TN
SELL
 -
-1.33K
Closed
$106K - $124K
0 $0
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-1.35K
- 19.41%
$107K - $126K
5.58K $636K
May 16, 2022 Q1 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-1.57K
- 1.09%
$124K - $146K
142K $16.2M
Apr 19, 2022 Q1 2022
Foundations Investment Advisors, LLC

SELL
 -
-1.58K
- 22.92%
$125K - $147K
5.3K $604K
May 12, 2022 Q1 2022
Citigroup Inc

SELL
 -
-1.86K
- 33.93%
$148K - $174K
3.63K $413K
Apr 19, 2022 Q1 2022
Wedbush Securities Inc

SELL
 -
-1.96K
- 30.93%
$155K - $182K
4.37K $497K
May 09, 2022 Q1 2022
Prentiss Smith & CO Inc

Brattleboro, VT
SELL
 -
-2.17K
Closed
$172K - $202K
0 $0
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-2.2K
Closed
$175K - $205K
0 $0
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-2.2K
Closed
$175K - $205K
0 $0
May 16, 2022 Q1 2022
Price T Rowe Associates Inc

Baltimore, MD
SELL
 -
-2.23K
Closed
$177K - $208K
0 $0
May 09, 2022 Q1 2022
M&T Bank Corp

SELL
 -
-2.23K
Closed
$177K - $208K
0 $0
May 03, 2022 Q1 2022
Walkner Condon Financial Advisors LLC

SELL
 -
-2.25K
Closed
$178K - $210K
0 $0
May 03, 2022 Q1 2022
Firestone Capital Management

SELL
 -
-2.26K
Closed
$179K - $211K
0 $0
May 06, 2022 Q1 2022
Weaver Consulting Group

SELL
 -
-2.28K
Closed
$181K - $213K
0 $0
May 13, 2022 Q1 2022
Blair William & CO

Chicago, IL
SELL
 -
-2.36K
- 5.89%
$188K - $220K
37.7K $4.3M
Apr 26, 2022 Q1 2022
Ridgecrest Wealth Partners, LLC

SELL
 -
-2.38K
Closed
$189K - $223K
0 $0
May 05, 2022 Q1 2022
Stockman Wealth Management, Inc.

SELL
 -
-2.52K
Closed
$200K - $235K
0 $0
May 09, 2022 Q1 2022
Lincoln National Corp

SELL
 -
-2.76K
- 10.19%
$220K - $258K
24.4K $2.78M
May 16, 2022 Q1 2022
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-2.8K
- 24.12%
$223K - $262K
8.81K $1M
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-2.85K
- 47.44%
$226K - $266K
3.16K $360K
May 16, 2022 Q1 2022
Baker Avenue Asset Management, LP

SELL
 -
-2.89K
- 14.58%
$230K - $270K
16.9K $1.93M
May 13, 2022 Q1 2022
Braun Bostich & Associates Inc.

Canonsburg, PA
SELL
 -
-2.96K
Closed
$235K - $276K
0 $0
May 02, 2022 Q1 2022
Altfest L J & CO Inc

SELL
 -
-3.09K
- 10.13%
$245K - $288K
27.4K $3.12M
May 02, 2022 Q1 2022
Regentatlantic Capital LLC

Morristown, NJ
SELL
 -
-3.17K
- 11.41%
$252K - $296K
24.6K $2.8M
May 04, 2022 Q1 2022
Litman Gregory Wealth Management LLC

SELL
 -
-3.28K
- 7.63%
$260K - $306K
39.7K $4.52M
Apr 14, 2022 Q1 2022
De Dora Capital, Inc.

SELL
 -
-3.48K
- 41.82%
$276K - $325K
4.84K $552K
May 09, 2022 Q1 2022
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-3.61K
- 24.02%
$287K - $337K
11.4K $1.3M
May 12, 2022 Q1 2022
Private Advisor Group, LLC

SELL
 -
-3.82K
- 2.71%
$304K - $357K
137K $15.6M
May 05, 2022 Q1 2022
Great Diamond Partners, LLC

SELL
 -
-4K
- 35.13%
$317K - $373K
7.38K $841K

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