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 09, 2022 Q2 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-2.14K
- 9.87%
$149K - $187K
19.5K $2.16M
Aug 15, 2022 Q2 2022
Two Sigma Securities, LLC

New York, NY
SELL
 -
-2.33K
Closed
$162K - $204K
0 $0
Aug 02, 2022 Q2 2022
Financial Counselors Inc

SELL
 -
-2.37K
Closed
$165K - $208K
0 $0
Aug 15, 2022 Q2 2022
Evergreen Capital Management LLC

Bellevue, WA
SELL
 -
-2.48K
- 28.08%
$172K - $217K
6.34K $700K
Aug 04, 2022 Q2 2022
Van Hulzen Asset Management, LLC

SELL
 -
-2.49K
Closed
$173K - $218K
0 $0
Aug 05, 2022 Q2 2022
Roof Eidam & Maycock

SELL
 -
-2.55K
Closed
$177K - $223K
0 $0
Aug 01, 2022 Q2 2022
Us Bancorp \De\

SELL
 -
-2.61K
- 1.37%
$182K - $229K
189K $20.8M
Aug 09, 2022 Q2 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
SELL
 -
-2.65K
Closed
$184K - $232K
0 $0
Jul 15, 2022 Q2 2022
Karp Capital Management Corp

SELL
 -
-2.67K
Closed
$186K - $234K
0 $0
Jul 15, 2022 Q2 2022
Wilson & Boucher Capital Management, LLC

SELL
 -
-2.77K
Closed
$193K - $243K
0 $0
Jul 26, 2022 Q2 2022
Ballew Advisors, Inc

SELL
 -
-2.96K
Closed
$206K - $259K
0 $0
Aug 11, 2022 Q2 2022
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-2.99K
Closed
$208K - $262K
0 $0
Jul 15, 2022 Q2 2022
Wealth Management Partners, LLC

SELL
 -
-3K
- 18.75%
$209K - $263K
13K $1.44M
Aug 09, 2022 Q2 2022
First International Bank & Trust

Watford City, ND
SELL
 -
-3.02K
Closed
$210K - $265K
0 $0
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

SELL
 -
-3.04K
Closed
$212K - $266K
0 $0
Aug 16, 2022 Q2 2022
Colony Group LLC

Boston, MA
SELL
 -
-3.43K
Closed
$239K - $301K
0 $0
Jul 25, 2022 Q2 2022
Sage Financial Group Inc

SELL
 -
-3.47K
- 16.84%
$242K - $304K
17.1K $1.89M
Aug 02, 2022 Q2 2022
Resolute Financial, LLC

SELL
 -
-3.52K
Closed
$245K - $308K
0 $0
Aug 25, 2022 Q2 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-3.85K
Closed
$268K - $338K
0 $0
Aug 09, 2022 Q2 2022
New Edge Wealth, LLC

Pittsburgh, PA
SELL
 -
-3.93K
- 11.46%
$273K - $344K
30.3K $3.35M
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-4K
- 8.18%
$279K - $351K
44.9K $4.96M
Aug 03, 2022 Q2 2022
Financial Insights, Inc.

SELL
 -
-4.79K
- 12.58%
$334K - $420K
33.3K $3.68M
Aug 09, 2022 Q2 2022
Laurel Wealth Planning LLC

Edina, MN
SELL
 -
-4.81K
- 6.6%
$335K - $422K
68K $7.51M
Aug 01, 2022 Q2 2022
1900 Wealth Management LLC

SELL
 -
-4.98K
- 27.71%
$347K - $437K
13K $1.44M
Aug 12, 2022 Q2 2022
Fiduciary Trust CO

Boston, MA
SELL
 -
-5.09K
- 3.32%
$354K - $446K
148K $16.4M
Aug 09, 2022 Q2 2022
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-5.26K
- 66.87%
$366K - $461K
2.61K $288K
Aug 10, 2022 Q2 2022
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-5.61K
- 3.64%
$391K - $492K
149K $16.4M
Jul 13, 2022 Q2 2022
Soa Wealth Advisors, Llc.

SELL
 -
-5.65K
- 7.64%
$393K - $495K
68.4K $7.55M
Aug 16, 2022 Q2 2022
Cambridge Trust CO

Boston, MA
SELL
 -
-5.81K
- 60.21%
$405K - $509K
3.84K $424K
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
SELL
 -
-5.92K
- 3.01%
$412K - $519K
191K $21.1M
Jul 12, 2022 Q2 2022
My Legacy Advisors, LLC

SELL
 -
-6.11K
- 27.64%
$425K - $536K
16K $1.77M
Aug 08, 2022 Q2 2022
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-6.3K
Closed
$439K - $552K
0 $0
Aug 12, 2022 Q2 2022
Brooklyn Fi, LLC

New York, NY
SELL
 -
-6.53K
- 95.64%
$455K - $573K
298 $32.9K
Jul 22, 2022 Q2 2022
Gemmer Asset Management LLC

SELL
 -
-7.39K
- 7.15%
$514K - $647K
95.9K $10.6M
Aug 11, 2022 Q2 2022
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-7.61K
- 49.92%
$530K - $667K
7.63K $843K
Aug 10, 2022 Q2 2022
Kovack Advisors, Inc.

SELL
 -
-7.77K
Closed
$541K - $681K
0 $0
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

SELL
 -
-8.12K
- 31.94%
$565K - $712K
17.3K $1.91M
Jul 11, 2022 Q2 2022
Brookstone Capital Management

SELL
 -
-8.74K
- 21.84%
$608K - $766K
31.3K $3.45M
Jul 19, 2022 Q2 2022
Claraphi Advisory Network, LLC

SELL
 -
-8.91K
- 75.59%
$620K - $781K
2.88K $318K
Nov 26, 2024 Q2 2022
Erste Asset Management Gmb H

Vienna, C4
SELL
 -
-8.92K
- 23.62%
$621K - $781K
28.8K $3.18M
Aug 12, 2022 Q2 2022
Financial Advisors, LLC

Andover, MA
SELL
 -
-8.97K
Closed
$624K - $786K
0 $0
Jul 22, 2022 Q2 2022
Truist Financial Corp

SELL
 -
-11K
- 4.35%
$764K - $962K
242K $26.7M
Aug 15, 2022 Q2 2022
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-11.2K
Closed
$779K - $981K
0 $0
Jul 13, 2022 Q2 2022
Private Advisor Group, LLC

SELL
 -
-14.1K
- 10.27%
$981K - $1.24M
123K $13.6M
Aug 15, 2022 Q2 2022
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-14.8K
Closed
$1.03M - $1.3M
0 $0
Aug 16, 2022 Q2 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-15.2K
Closed
$1.06M - $1.34M
0 $0
Jul 11, 2022 Q2 2022
Gradient Investments LLC

SELL
 -
-16.8K
- 10.98%
$1.17M - $1.47M
136K $15M
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-22.1K
- 51.64%
$1.54M - $1.93M
20.7K $2.28M
Aug 09, 2022 Q2 2022
Personal Wealth Partners

Bloomington, MN
SELL
 -
-24.1K
Closed
$1.68M - $2.11M
0 $0

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