Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.95M+ 133.15% |
$136M - $171M
|
3.42M
$390M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
319K+ 70.64% |
$22.2M - $28M
|
771K
$87.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
192K+ 10.18% |
$13.4M - $16.9M
|
2.08M
$237M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
168K+ 57.45% |
$11.7M - $14.7M
|
459K
$52.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
149K+ 67.6% |
$10.3M - $13M
|
368K
$42M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
120K+ 41.46% |
$8.36M - $10.5M
|
410K
$46.7M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
116K+ 185.47% |
$8.08M - $10.2M
|
179K
$20.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
103K+ 106.51% |
$7.17M - $9.02M
|
200K
$22.7M
|
|
|
Sep 08, 2022
Q2 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
97.8KNew |
$6.8M - $8.57M
|
97.8K
$11.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
96.3K+ 67.63% |
$6.7M - $8.43M
|
239K
$27.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
70.8K+ 35.35% |
$4.92M - $6.2M
|
271K
$30.9M
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
45.4K+ 369.17% |
$3.16M - $3.98M
|
57.7K
$6.58M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.5K+ 0.88% |
$2.82M - $3.55M
|
4.66M
$530M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.5K+ 0.88% |
$2.82M - $3.55M
|
4.66M
$530M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.9K+ 504.64% |
$2.64M - $3.32M
|
45.4K
$5.17M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
36.5K+ 60.53% |
$2.54M - $3.2M
|
96.7K
$11M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
34.6KNew |
$2.41M - $3.03M
|
34.6K
$3.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
34.2K+ 151.3% |
$2.38M - $2.99M
|
56.8K
$6.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30.9K+ 12.52% |
$2.15M - $2.71M
|
278K
$31.7M
|
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
28.1K+ 281.56% |
$1.95M - $2.46M
|
38.1K
$4.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25.4K+ 52.48% |
$1.77M - $2.22M
|
73.7K
$8.4M
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
25K+ 333.35% |
$1.74M - $2.19M
|
32.5K
$3.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
24.8KNew |
$1.73M - $2.17M
|
24.8K
$2.83M
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
24.3K+ 61.67% |
$1.69M - $2.13M
|
63.6K
$7.25M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
24.1KNew |
$1.68M - $2.11M
|
24.1K
$2.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
23.2K+ 210.47% |
$1.62M - $2.03M
|
34.2K
$3.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.4K+ 179.89% |
$1.49M - $1.87M
|
33.2K
$3.79M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
20.9K+ 178.97% |
$1.46M - $1.83M
|
32.6K
$3.72M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.1K+ 84.84% |
$1.12M - $1.41M
|
35.2K
$4.01M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
14.5K+ 59.63% |
$1.01M - $1.27M
|
38.9K
$4.43M
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
14.1K+ 2.25% |
$984K - $1.24M
|
642K
$73.1M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13.9K+ 17.29% |
$966K - $1.22M
|
94.1K
$10.7M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.7KNew |
$885K - $1.11M
|
12.7K
$1.45M
|
|
|
Jul 12, 2022
Q2 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
12.7K+ 196.4% |
$884K - $1.11M
|
19.2K
$2.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.6K+ 153.26% |
$880K - $1.11M
|
20.9K
$2.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.2K+ 29.23% |
$846K - $1.07M
|
53.8K
$6.13M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12KNew |
$833K - $1.05M
|
12K
$1.36M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.5K+ 7.4% |
$797K - $1M
|
166K
$18.9M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
11.4K+ 11.14% |
$796K - $1M
|
114K
$13M
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
11K+ 133.14% |
$764K - $961K
|
19.2K
$2.19M
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.9K+ 58.43% |
$761K - $958K
|
29.7K
$3.38M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.9K+ 2.52% |
$759K - $956K
|
444K
$50.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
10.8KNew |
$752K - $947K
|
10.8K
$1.23M
|
|
|
Aug 08, 2022
Q2 2022
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
10.1K+ 28.28% |
$705K - $888K
|
46K
$5.24M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.1K+ 54.26% |
$704K - $886K
|
28.7K
$3.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.62K+ 2.4% |
$669K - $843K
|
410K
$46.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9.47K+ 110.94% |
$659K - $830K
|
18K
$2.05M
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.28K+ 7.01% |
$646K - $813K
|
142K
$16.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.79K+ 35.59% |
$612K - $770K
|
33.5K
$3.82M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.73K+ 13.67% |
$608K - $765K
|
72.6K
$8.28M
|