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
Aug 15, 2022 Q2 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
675
+ 9.61%
$47K - $59.1K
7.7K $877K
Jul 08, 2022 Q2 2022
Bremer Bank National Association

BUY
 -
655
+ 2.66%
$45.6K - $57.4K
25.3K $2.88M
Aug 03, 2022 Q2 2022
Baker Avenue Asset Management, LP

BUY
 -
650
+ 3.84%
$45.2K - $57K
17.6K $2.01M
Aug 12, 2022 Q2 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
632
+ 16.69%
$44K - $55.4K
4.42K $504K
Jul 24, 2024 Q2 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
622
+ 6.3%
$43.3K - $54.5K
10.5K $1.2M
Aug 15, 2022 Q2 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
614
New
$42.7K - $53.8K
614 $70K
Jul 20, 2022 Q2 2022
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
602
+ 13.43%
$41.9K - $52.7K
5.08K $579K
Aug 09, 2022 Q2 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
565
+ 17.9%
$39.3K - $49.5K
3.72K $424K
Aug 15, 2022 Q2 2022
Qube Research & Technologies LTD

London, X0
BUY
 -
544
New
$37.9K - $47.7K
544 $62K
Jul 20, 2022 Q2 2022
Clear Harbor Asset Management, LLC

BUY
 -
530
+ 6.2%
$36.9K - $46.4K
9.07K $1.03M
Aug 05, 2022 Q2 2022
Clearview Wealth Advisors LLC

BUY
 -
524
+ 680.52%
$36.5K - $45.9K
601 $68.5K
Jul 20, 2022 Q2 2022
White Lighthouse Investment Management Inc.

BUY
 -
521
+ 3.23%
$36.3K - $45.7K
16.6K $1.89M
Jul 19, 2022 Q2 2022
Tci Wealth Advisors, Inc.

BUY
 -
502
New
$34.9K - $44K
502 $57.2K
Aug 15, 2022 Q2 2022
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
482
+ 1.62%
$33.5K - $42.2K
30.2K $3.44M
Aug 08, 2022 Q2 2022
Keybank National Association

BUY
 -
479
+ 1.69%
$33.3K - $42K
28.8K $3.28M
Aug 04, 2022 Q2 2022
Fifth Third Bancorp

BUY
 -
463
+ 4.38%
$32.2K - $40.6K
11K $1.26M
Jul 11, 2022 Q2 2022
Prism Advisors, Inc.

BUY
 -
438
+ 4.24%
$30.5K - $38.4K
10.8K $1.23M
Jul 12, 2022 Q2 2022
Boston Standard Wealth Management, LLC

BUY
 -
425
+ 4.15%
$29.6K - $37.2K
10.7K $1.22M
Jul 13, 2022 Q2 2022
Arlington Financial Advisors, LLC

BUY
 -
353
+ 1.11%
$24.6K - $30.9K
32.1K $3.66M
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
318
+ 1.35%
$22.1K - $27.9K
23.9K $2.72M
Aug 11, 2022 Q2 2022
Magnus Financial Group LLC

New York, NY
BUY
 -
317
+ 7.75%
$22.1K - $27.8K
4.41K $502K
Jul 22, 2022 Q2 2022
Forbes J M & CO LLP

BUY
 -
314
+ 2.65%
$21.9K - $27.5K
12.2K $1.39M
Jun 17, 2024 Q2 2022
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
305
+ 5.41%
$21.2K - $26.7K
5.94K $677K
Aug 12, 2022 Q2 2022
Gibson Capital, LLC

Wexford, PA
BUY
 -
257
+ 0.73%
$17.9K - $22.5K
35.4K $4.03M
Aug 15, 2022 Q2 2022
Hm Payson & CO

Portland, ME
BUY
 -
215
+ 4.23%
$15K - $18.8K
5.3K $603K
Jul 18, 2022 Q2 2022
Kfa Private Wealth Group, LLC

BUY
 -
213
+ 6.74%
$14.8K - $18.7K
3.38K $385K
Aug 05, 2022 Q2 2022
Bridgewater Advisors Inc.

BUY
 -
193
+ 4.02%
$13.4K - $16.9K
5K $569K
Aug 11, 2022 Q2 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
191
+ 2.64%
$13.3K - $16.7K
7.42K $845K
Aug 05, 2022 Q2 2022
Trellis Advisors, LLC

BUY
 -
190
+ 0.57%
$13.2K - $16.6K
33.5K $3.81M
Jul 21, 2022 Q2 2022
Investors Research Corp

BUY
 -
187
+ 1.19%
$13K - $16.4K
15.9K $1.81M
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
151
+ 1.5%
$10.5K - $13.2K
10.2K $1.16M
Jul 22, 2022 Q2 2022
Jnba Financial Advisors

BUY
 -
151
+ 4.5%
$10.5K - $13.2K
3.51K $400K
Aug 12, 2022 Q2 2022
Headinvest, LLC

Portland, ME
BUY
 -
143
+ 0.43%
$9.95K - $12.5K
33.3K $3.79M
Aug 01, 2022 Q2 2022
Investors Asset Management Of Georgia Inc

BUY
 -
134
New
$9.33K - $11.7K
134 $15.3K
Jul 25, 2022 Q2 2022
Onyx Bridge Wealth Group LLC

BUY
 -
131
+ 2.25%
$9.12K - $11.5K
5.97K $680K
Jan 09, 2024 Q2 2022
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
129
+ 39.21%
$8.98K - $11.3K
458 $52.2K
Aug 01, 2022 Q2 2022
Valmark Advisers, Inc.

BUY
 -
125
+ 1.61%
$8.7K - $11K
7.91K $901K
Aug 19, 2022 Q2 2022
Eagle Bay Advisors LLC

New York, NY
BUY
 -
123
New
$8.56K - $10.8K
123 $14K
Feb 27, 2023 Q2 2022
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
120
+ 0.45%
$8.35K - $10.5K
26.5K $3.02M
Jul 29, 2022 Q2 2022
Parsons Capital Management Inc

BUY
 -
106
+ 2.27%
$7.38K - $9.29K
4.77K $543K
Jul 07, 2022 Q2 2022
Advisor Net Financial, Inc

BUY
 -
102
+ 1.59%
$7.1K - $8.94K
6.52K $743K
Aug 16, 2022 Q2 2022
Svb Wealth LLC

Boston, MA
BUY
 -
90
+ 0.3%
$6.26K - $7.89K
30.1K $3.43M
Jul 22, 2022 Q2 2022
Wood Trust Financial Corp

BUY
 -
89
+ 2.14%
$6.19K - $7.8K
4.24K $483K
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

BUY
 -
84
+ 3.92%
$5.85K - $7.36K
2.23K $254K
Aug 04, 2022 Q2 2022
Nvwm, LLC

BUY
 -
66
New
$4.59K - $5.78K
66 $7.52K
Jul 29, 2022 Q2 2022
Destination Wealth Management

BUY
 -
65
+ 0.75%
$4.52K - $5.7K
8.76K $999K
Jul 25, 2022 Q2 2022
Institute For Wealth Management, Llc.

BUY
 -
64
+ 0.28%
$4.45K - $5.61K
23K $2.62M
Aug 10, 2022 Q2 2022
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
60
+ 2.03%
$4.18K - $5.26K
3.01K $343K
Aug 10, 2022 Q2 2022
Wells Financial Advisors Inc

BUY
 -
58
+ 10.43%
$4.04K - $5.08K
614 $70K

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