Purchases and Sales Made in Q2 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 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
Jul 11, 2022 Q2 2022
Revolve Wealth Partners, LLC

BUY
 -
2.99K
New
$208K - $262K
2.99K $341K
Jul 14, 2022 Q2 2022
Brio Consultants, LLC

BUY
 -
2.97K
+ 8.44%
$207K - $260K
38.2K $4.35M
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

BUY
 -
2.77K
+ 32.09%
$193K - $243K
11.4K $1.3M
Aug 09, 2022 Q2 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
2.76K
+ 26.95%
$192K - $242K
13K $1.48M
Aug 10, 2022 Q2 2022
Ubs Group Ag

BUY
 -
2.7K
+ 0.44%
$188K - $236K
615K $70M
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
2.64K
+ 95.86%
$184K - $231K
5.4K $615K
Aug 11, 2022 Q2 2022
Baron Financial Group, LLC

Fair Lawn, NJ
BUY
 -
2.48K
+ 11.45%
$173K - $217K
24.1K $2.75M
Jul 20, 2022 Q2 2022
Wealthfront Advisers LLC

BUY
 -
2.39K
+ 14.15%
$166K - $209K
19.3K $2.2M
Aug 16, 2022 Q2 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
2K
+ 202.53%
$139K - $176K
2.99K $341K
Aug 16, 2022 Q2 2022
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
1.99K
+ 19.25%
$138K - $174K
12.3K $1.4M
Aug 11, 2022 Q2 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.83K
+ 27.99%
$128K - $161K
8.38K $955K
Aug 11, 2022 Q2 2022
Franklin Resources Inc

San Mateo, CA
BUY
 -
1.81K
+ 5.73%
$126K - $159K
33.4K $3.81M
Aug 15, 2022 Q2 2022
Affinia Financial Group, LLC

Burlington, MA
BUY
 -
1.68K
+ 12.79%
$117K - $147K
14.8K $1.69M
Aug 12, 2022 Q2 2022
Kestra Private Wealth Services, LLC

BUY
 -
1.65K
+ 5.71%
$115K - $145K
30.6K $3.48M
Jul 18, 2022 Q2 2022
Brinker Capital Investments, LLC

BUY
 -
1.63K
+ 4.39%
$113K - $143K
38.8K $4.42M
Jul 26, 2022 Q2 2022
Great Diamond Partners, LLC

BUY
 -
1.63K
+ 22.05%
$113K - $143K
9.01K $1.03M
Aug 11, 2022 Q2 2022
Cribstone Capital Management, LLC

Augusta, ME
BUY
 -
1.6K
+ 3.59%
$111K - $140K
46K $5.24M
Aug 02, 2022 Q2 2022
Comerica Bank

BUY
 -
1.59K
+ 66.22%
$111K - $140K
4K $456K
Aug 01, 2022 Q2 2022
Lindbrook Capital, LLC

BUY
 -
1.56K
+ 27.62%
$109K - $137K
7.21K $821K
Aug 12, 2022 Q2 2022
Bbr Partners, LLC

New York, NY
BUY
 -
1.52K
+ 9.55%
$106K - $133K
17.4K $1.99M
Aug 12, 2022 Q2 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
1.48K
+ 9.73%
$103K - $130K
16.7K $1.9M
Aug 10, 2022 Q2 2022
Geller Advisors LLC

New York, NY
BUY
 -
1.47K
+ 2.81%
$102K - $129K
53.7K $6.12M
Aug 12, 2022 Q2 2022
Pitcairn CO

Jenkintown, PA
BUY
 -
1.45K
+ 5.3%
$101K - $127K
28.9K $3.29M
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

BUY
 -
1.43K
New
$99.2K - $125K
1.43K $162K
Nov 06, 2024 Q2 2022
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
1.39K
+ 6.44%
$96.4K - $121K
22.9K $2.61M
Aug 12, 2022 Q2 2022
First Foundation Advisors

Irvine, CA
BUY
 -
1.34K
+ 23.61%
$93.5K - $118K
7.04K $802K
Jul 29, 2022 Q2 2022
Peak Financial Management, Inc.

BUY
 -
1.33K
+ 34.11%
$92.6K - $117K
5.23K $596K
Jul 19, 2022 Q2 2022
Columbia Trust CO 01012016

BUY
 -
1.2K
+ 2.94%
$83.5K - $105K
42K $4.79M
Jul 28, 2022 Q2 2022
National Bank Of Canada

BUY
 -
1.18K
+ 7.3%
$82.1K - $103K
17.3K $1.97M
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
1.14K
New
$79.4K - $100K
1.14K $130K
Jul 28, 2022 Q2 2022
Cranbrook Wealth Management, LLC

BUY
 -
1.14K
+ 2.97%
$79.1K - $99.5K
39.4K $4.49M
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.12K
+ 26.47%
$77.8K - $98K
5.34K $609K
Aug 12, 2022 Q2 2022
Credit Suisse Ag

Zurich, V8
BUY
 -
1.09K
New
$75.9K - $95.6K
1.09K $124K
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.05K
New
$72.8K - $91.7K
1.05K $119K
Aug 05, 2022 Q2 2022
Topel & Distasi Wealth Management, LLC

BUY
 -
1.03K
+ 6.92%
$71.7K - $90.2K
15.9K $1.81M
Aug 09, 2022 Q2 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
966
+ 6.29%
$67.2K - $84.6K
16.3K $1.86M
Jul 07, 2022 Q2 2022
Massmutual Trust CO Fsb

BUY
 -
920
+ 8.72%
$64K - $80.6K
11.5K $1.31M
Aug 03, 2022 Q2 2022
Main Street Investment Advisors LLC

BUY
 -
920
+ 8.72%
$64K - $80.6K
11.5K $1.31M
Aug 15, 2022 Q2 2022
St Germain D J CO Inc

Springfield, MA
BUY
 -
895
+ 5.84%
$62.3K - $78.4K
16.2K $1.85M
Jul 27, 2022 Q2 2022
Bailard, Inc.

BUY
 -
886
+ 2.67%
$61.7K - $77.6K
34.1K $3.89M
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
878
+ 5.72%
$61.1K - $76.9K
16.2K $1.85M
Aug 01, 2022 Q2 2022
Ever Source Wealth Advisors, LLC

BUY
 -
872
+ 24.89%
$60.7K - $76.4K
4.38K $499K
Jul 27, 2022 Q2 2022
West Wealth Group, LLC

BUY
 -
867
+ 16.8%
$60.3K - $76K
6.03K $687K
Jul 28, 2022 Q2 2022
Whittier Trust CO Of Nevada Inc

BUY
 -
806
+ 6.53%
$56.1K - $70.6K
13.2K $1.5M
Sep 16, 2022 Q2 2022
Private Trust CO Na

BUY
 -
800
New
$55.7K - $70.1K
800 $91.2K
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

BUY
 -
779
+ 16.13%
$54.2K - $68.3K
5.61K $639K
Aug 04, 2022 Q2 2022
Altfest L J & CO Inc

BUY
 -
735
+ 2.68%
$51.2K - $64.4K
28.1K $3.21M
Aug 05, 2022 Q2 2022
Fingerlakes Wealth Management, Inc.

BUY
 -
701
+ 5.35%
$48.8K - $61.4K
13.8K $1.57M
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
685
+ 12.27%
$47.7K - $60K
6.27K $714K

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