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 03, 2022 Q2 2022
Simplex Trading, LLC

SELL
 -
-80
Closed
$5.57K - $7.01K
0 $0
Jul 19, 2022 Q2 2022
Asset Dedication, LLC

SELL
 -
-86
Closed
$5.99K - $7.54K
0 $0
Aug 08, 2022 Q2 2022
Flputnam Investment Management CO

Portland, ME
SELL
 -
-87
- 0.97%
$6.06K - $7.62K
8.84K $1.01M
Jul 08, 2022 Q2 2022
Foundations Investment Advisors, LLC

SELL
 -
-118
- 2.23%
$8.21K - $10.3K
5.19K $591K
Aug 15, 2022 Q2 2022
Hill Island Financial LLC

Grand Rapids, MI
SELL
 -
-125
- 0.09%
$8.7K - $11K
137K $15.6M
Jul 13, 2022 Q2 2022
Flagship Harbor Advisors, LLC

SELL
 -
-138
- 2.46%
$9.6K - $12.1K
5.48K $624K
Jul 18, 2022 Q2 2022
Wealth Advisors Of Tampa Bay, LLC

SELL
 -
-138
- 4.59%
$9.6K - $12.1K
2.87K $327K
Aug 04, 2022 Q2 2022
Addison Advisors LLC

SELL
 -
-175
- 2.08%
$12.2K - $15.3K
8.24K $939K
Jul 13, 2022 Q2 2022
Sargent Bickham Lagudis LLC

SELL
 -
-177
- 0.58%
$12.3K - $15.5K
30.1K $3.43M
Jul 28, 2022 Q2 2022
Arbor Investment Advisors, LLC

SELL
 -
-178
- 0.99%
$12.4K - $15.6K
17.7K $2.02M
Aug 02, 2022 Q2 2022
American Money Management, LLC

SELL
 -
-200
- 5.85%
$13.9K - $17.5K
3.22K $367K
Jul 12, 2022 Q2 2022
Baldrige Asset Management LLC

SELL
 -
-202
Closed
$14.1K - $17.7K
0 $0
Jul 29, 2022 Q2 2022
Aptus Capital Advisors, LLC

SELL
 -
-211
- 10.97%
$14.7K - $18.5K
1.71K $195K
Jul 21, 2022 Q2 2022
Rede Wealth, LLC

SELL
 -
-222
- 2.79%
$15.5K - $19.5K
7.73K $881K
Jul 29, 2022 Q2 2022
Close Asset Management LTD

SELL
 -
-260
- 5.96%
$18.1K - $22.8K
4.1K $468K
Aug 15, 2022 Q2 2022
Bangor Savings Bank

Bangor, ME
SELL
 -
-265
- 0.88%
$18.4K - $23.2K
29.8K $3.39M
Jul 07, 2022 Q2 2022
Lowe Wealth Advisors, LLC

SELL
 -
-279
- 5.42%
$19.4K - $24.4K
4.87K $555K
Aug 12, 2022 Q2 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-295
- 1.22%
$20.5K - $25.8K
24K $2.73M
Jul 13, 2022 Q2 2022
First Affirmative Financial Network

SELL
 -
-330
- 0.6%
$23K - $28.9K
54.8K $6.25M
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-340
Closed
$23.7K - $29.8K
0 $0
Jul 06, 2022 Q2 2022
Enterprise Bank & Trust CO

SELL
 -
-375
- 2.86%
$26.1K - $32.9K
12.7K $1.45M
Aug 12, 2022 Q2 2022
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-405
- 5.0%
$28.2K - $35.5K
7.7K $878K
Aug 08, 2022 Q2 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-442
- 3.46%
$30.8K - $38.7K
12.3K $1.4M
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
SELL
 -
-456
- 1.21%
$31.7K - $40K
37.3K $4.25M
Aug 11, 2022 Q2 2022
Sandy Cove Advisors, LLC

Hingham, MA
SELL
 -
-520
Closed
$36.2K - $45.6K
0 $0
Aug 15, 2022 Q2 2022
Callan Capital, LLC

La Jolla, CA
SELL
 -
-598
- 11.08%
$41.6K - $52.4K
4.8K $547K
Jul 18, 2022 Q2 2022
Bigelow Investment Advisors, LLC

SELL
 -
-623
- 5.9%
$43.4K - $54.6K
9.94K $1.13M
Jul 14, 2022 Q2 2022
Raymond James Trust N.A.

SELL
 -
-638
- 3.0%
$44.4K - $55.9K
20.7K $2.35M
Dec 13, 2023 Q2 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-694
- 18.3%
$48.3K - $60.8K
3.1K $353K
Jul 08, 2022 Q2 2022
Old Port Advisors

SELL
 -
-701
- 11.07%
$48.8K - $61.4K
5.63K $642K
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-742
- 1.76%
$51.6K - $65K
41.5K $4.72M
Aug 05, 2022 Q2 2022
Tempus Wealth Planning, LLC

SELL
 -
-794
- 5.72%
$55.3K - $69.6K
13.1K $1.49M
Aug 10, 2022 Q2 2022
Citigroup Inc

SELL
 -
-854
- 23.55%
$59.4K - $74.8K
2.77K $316K
Aug 15, 2022 Q2 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-927
- 4.27%
$64.5K - $81.2K
20.8K $2.37M
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-979
- 0.76%
$68.1K - $85.8K
127K $14.5M
Aug 15, 2022 Q2 2022
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-1K
- 1.33%
$69.6K - $87.6K
74.3K $8.46M
Aug 15, 2022 Q2 2022
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-1K
Closed
$69.6K - $87.6K
0 $0
Jul 27, 2022 Q2 2022
De Dora Capital, Inc.

SELL
 -
-1.02K
- 21.07%
$71K - $89.4K
3.82K $435K
Jul 21, 2022 Q2 2022
Cra Financial Services, LLC

SELL
 -
-1.04K
- 24.33%
$72.4K - $91.1K
3.23K $369K
Jul 28, 2022 Q2 2022
Whittier Trust CO

SELL
 -
-1.19K
- 7.03%
$82.5K - $104K
15.7K $1.78M
Aug 12, 2022 Q2 2022
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-1.32K
- 4.0%
$92.2K - $116K
31.8K $3.62M
Aug 02, 2022 Q2 2022
Mount Yale Investment Advisors, LLC

SELL
 -
-1.33K
- 25.44%
$92.8K - $117K
3.91K $445K
Jul 28, 2022 Q2 2022
Prentice Wealth Management LLC

SELL
 -
-1.47K
Closed
$102K - $129K
0 $0
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-1.6K
- 56.89%
$111K - $140K
1.21K $138K
Aug 11, 2022 Q2 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
SELL
 -
-1.65K
- 5.36%
$115K - $144K
29.1K $3.32M
Aug 08, 2022 Q2 2022
Prospera Financial Services Inc

SELL
 -
-1.68K
Closed
$117K - $147K
0 $0
Jul 13, 2022 Q2 2022
Allworth Financial LP

SELL
 -
-1.72K
- 7.15%
$119K - $150K
22.3K $2.54M
Aug 12, 2022 Q2 2022
Parcion Private Wealth LLC

Bellevue, WA
SELL
 -
-1.77K
- 39.02%
$123K - $155K
2.76K $314K
Aug 11, 2022 Q2 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-1.99K
- 4.26%
$138K - $174K
44.7K $5.09M

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