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
|
Assetmark, Inc
|
BUY
|
- |
8.71K+ 413.53% |
$606K - $763K
|
10.8K
$1.23M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.21K+ 50.65% |
$571K - $719K
|
24.4K
$2.78M
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.1K+ 152.07% |
$564K - $710K
|
13.4K
$1.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.69K+ 52.75% |
$535K - $674K
|
22.3K
$2.54M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.63KNew |
$531K - $668K
|
7.63K
$869K
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.16K+ 19.36% |
$498K - $627K
|
44.1K
$5.03M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.16KNew |
$498K - $627K
|
7.16K
$815K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.11K+ 2.35% |
$495K - $623K
|
310K
$35.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.11K+ 45.05% |
$495K - $623K
|
22.9K
$2.61M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.04K+ 11.08% |
$420K - $529K
|
60.6K
$6.9M
|
|
|
Jul 22, 2022
Q2 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
5.89KNew |
$410K - $516K
|
5.89K
$672K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
5.88K+ 10.53% |
$409K - $515K
|
61.7K
$7.03M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.83K+ 1.99% |
$405K - $510K
|
298K
$34M
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.8K+ 12.51% |
$404K - $508K
|
52.1K
$5.94M
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
BUY
|
- |
5.64K+ 14.69% |
$392K - $494K
|
44K
$5.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.62K+ 2.55% |
$391K - $493K
|
226K
$25.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.61KNew |
$390K - $491K
|
5.61K
$639K
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.42KNew |
$377K - $475K
|
5.42K
$617K
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.24K+ 48.21% |
$365K - $459K
|
16.1K
$1.84M
|
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
4.99K+ 12.57% |
$347K - $437K
|
44.7K
$5.09M
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
4.87K+ 74.84% |
$339K - $427K
|
11.4K
$1.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.65K+ 7.9% |
$323K - $407K
|
63.5K
$7.23M
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
4.5KNew |
$313K - $394K
|
4.5K
$513K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.42K+ 54.14% |
$308K - $388K
|
12.6K
$1.43M
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
4.32K+ 28.56% |
$301K - $379K
|
19.4K
$2.22M
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
4.31KNew |
$300K - $377K
|
4.31K
$491K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.28KNew |
$298K - $375K
|
4.28K
$487K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.18K+ 18.4% |
$291K - $367K
|
26.9K
$3.07M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.12K+ 40.84% |
$287K - $361K
|
14.2K
$1.62M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.08K+ 113.13% |
$284K - $357K
|
7.68K
$875K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.06K+ 53.17% |
$283K - $356K
|
11.7K
$1.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
3.98K+ 17.83% |
$277K - $349K
|
26.3K
$3M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.89K+ 12.29% |
$271K - $341K
|
35.5K
$4.05M
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
BUY
|
- |
3.8K+ 60.99% |
$264K - $333K
|
10K
$1.14M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
3.74K+ 11.0% |
$260K - $328K
|
37.7K
$4.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3.66KNew |
$255K - $320K
|
3.66K
$417K
|
|
|
Aug 05, 2022
Q2 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
3.64KNew |
$254K - $319K
|
3.64K
$415K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.64K+ 48.53% |
$253K - $319K
|
11.1K
$1.27M
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.52KNew |
$245K - $309K
|
3.52K
$402K
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.46KNew |
$241K - $303K
|
3.46K
$394K
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.38KNew |
$235K - $296K
|
3.38K
$385K
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.35K+ 33.45% |
$233K - $293K
|
13.4K
$1.52M
|
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
3.34K+ 14.32% |
$232K - $293K
|
26.7K
$3.04M
|
|
|
Aug 09, 2022
Q2 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
3.29K+ 52.46% |
$229K - $289K
|
9.57K
$1.09M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.23KNew |
$225K - $283K
|
3.23K
$368K
|
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
BUY
|
- |
3.23KNew |
$225K - $283K
|
3.23K
$368K
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
3.12KNew |
$217K - $273K
|
3.12K
$355K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.1KNew |
$216K - $271K
|
3.1K
$353K
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3.02K+ 69.14% |
$210K - $264K
|
7.38K
$841K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3KNew |
$209K - $263K
|
3K
$342K
|