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 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
57+ 2.54% |
$3.97K - $4.99K
|
2.3K
$263K
|
|
|
Aug 03, 2022
Q2 2022
|
Miramar Capital, LLC
|
BUY
|
- |
55+ 1.07% |
$3.83K - $4.82K
|
5.18K
$590K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
55New |
$3.83K - $4.82K
|
55
$6.27K
|
|
|
Jul 14, 2022
Q2 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
50+ 1.43% |
$3.48K - $4.38K
|
3.56K
$405K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
47+ 1.01% |
$3.27K - $4.12K
|
4.72K
$537K
|
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
45+ 2.46% |
$3.13K - $3.94K
|
1.88K
$214K
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
44+ 0.94% |
$3.06K - $3.86K
|
4.71K
$536K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
39New |
$2.71K - $3.42K
|
39
$4.44K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
34+ 0.13% |
$2.37K - $2.98K
|
25.8K
$2.94M
|
|
|
Oct 07, 2024
Q2 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
30+ 15.0% |
$2.09K - $2.63K
|
230
$26.2K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
29+ 23.97% |
$2.02K - $2.54K
|
150
$17.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
27+ 23.48% |
$1.88K - $2.37K
|
142
$16.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
27New |
$1.88K - $2.37K
|
27
$3.08K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
23+ 0.13% |
$1.6K - $2.02K
|
17.2K
$1.96M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 0.14% |
$1.18K - $1.49K
|
11.9K
$1.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
15+ 0.49% |
$1.04K - $1.31K
|
3.06K
$349K
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
15+ 0.27% |
$1.04K - $1.31K
|
5.67K
$646K
|
|
|
Aug 09, 2022
Q2 2022
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
15+ 0.5% |
$1.04K - $1.31K
|
3.01K
$343K
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
14+ 0.25% |
$974 - $1.23K
|
5.69K
$649K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13New |
$905 - $1.14K
|
13
$1.48K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
9+ 0.37% |
$626 - $789
|
2.47K
$281K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.27% |
$209 - $263
|
1.11K
$126K
|
|
|
Jul 28, 2022
Q2 2022
|
Harfst & Associates, Inc.
|
BUY
|
- |
3+ 0.03% |
$209 - $263
|
9.04K
$1.03M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.15% |
$209 - $263
|
1.97K
$224K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3+ 0.27% |
$209 - $263
|
1.1K
$125K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.4% |
$209 - $263
|
748
$85.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2+ 0.01% |
$139 - $175
|
22.1K
$2.52M
|
|
|
Jul 12, 2022
Q2 2022
|
Parkside Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$69.6 - $87.6
|
5.25K
$598K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-2- 0.03% |
$139 - $175
|
7.53K
$858K
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-5- 0.12% |
$348 - $438
|
4.04K
$461K
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-5- 1.95% |
$348 - $438
|
251
$28.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-8- 0.03% |
$557 - $701
|
24.6K
$2.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10- 0.1% |
$696 - $876
|
9.65K
$1.1M
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-15- 0.31% |
$1.04K - $1.31K
|
4.82K
$549K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-25- 0.02% |
$1.74K - $2.19K
|
102K
$11.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-35- 8.05% |
$2.44K - $3.07K
|
400
$45.6K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-35- 1.43% |
$2.44K - $3.07K
|
2.42K
$276K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-37- 1.31% |
$2.58K - $3.24K
|
2.78K
$317K
|
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-42- 17.07% |
$2.92K - $3.68K
|
204
$23.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Members Trust CO
|
SELL
|
- |
-51- 0.91% |
$3.55K - $4.47K
|
5.54K
$631K
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-59- 0.52% |
$4.11K - $5.17K
|
11.4K
$1.29M
|
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-63- 0.5% |
$4.38K - $5.52K
|
12.5K
$1.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-66- 2.15% |
$4.59K - $5.78K
|
3K
$342K
|
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-68- 0.67% |
$4.73K - $5.96K
|
10.1K
$1.15M
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-68- 0.6% |
$4.73K - $5.96K
|
11.2K
$1.28M
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-70- 1.41% |
$4.87K - $6.13K
|
4.9K
$558K
|
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-70- 1.14% |
$4.87K - $6.13K
|
6.07K
$691K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-72- 0.16% |
$5.01K - $6.31K
|
45.8K
$5.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-80- 0.31% |
$5.57K - $7.01K
|
25.7K
$2.93M
|