Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Nov 09, 2021 Q3 2021
Members Trust CO

BUY
 -
4.06K
+ 57.18%
$334K - $357K
11.2K $1.23M
Nov 12, 2021 Q3 2021
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
3.94K
+ 148.85%
$324K - $346K
6.58K $727K
Nov 02, 2021 Q3 2021
Signature Securities Group Corporation

BUY
 -
3.92K
New
$322K - $344K
3.92K $432K
Nov 12, 2021 Q3 2021
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
3.76K
+ 4.68%
$309K - $330K
84.1K $9.28M
Nov 12, 2021 Q3 2021
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
3.64K
New
$299K - $319K
3.64K $401K
Nov 12, 2021 Q3 2021
Frontier Wealth Management LLC

Kansas City, MO
BUY
 -
3.56K
+ 2.9%
$293K - $313K
127K $14M
Nov 12, 2021 Q3 2021
American Money Management, LLC

BUY
 -
3.42K
New
$281K - $300K
3.42K $378K
Nov 15, 2021 Q3 2021
Northwestern Mutual Wealth Management CO

BUY
 -
3.25K
+ 7.23%
$267K - $285K
48.2K $5.32M
Nov 12, 2021 Q3 2021
Arlington Financial Advisors, LLC

BUY
 -
3.23K
+ 8.44%
$265K - $283K
41.5K $4.58M
Nov 12, 2021 Q3 2021
Accredited Investors Inc.

BUY
 -
3.13K
+ 9.97%
$257K - $275K
34.5K $3.81M
Nov 01, 2021 Q3 2021
Neumann Capital Management, LLC

BUY
 -
3.09K
+ 16.01%
$254K - $271K
22.4K $2.47M
Nov 02, 2021 Q3 2021
Cambridge Investment Research Advisors, Inc.

BUY
 -
3K
+ 5.27%
$247K - $264K
60K $6.63M
Nov 12, 2021 Q3 2021
Financial Insights, Inc.

BUY
 -
2.72K
+ 7.66%
$224K - $239K
38.3K $4.22M
Nov 15, 2021 Q3 2021
Mariner, LLC

Overland Park, KS
BUY
 -
2.58K
+ 1.22%
$212K - $227K
214K $23.6M
Nov 09, 2021 Q3 2021
Roof Eidam & Maycock

BUY
 -
2.55K
New
$210K - $224K
2.55K $282K
Oct 21, 2021 Q3 2021
Financial Services Advisory Inc

BUY
 -
2.52K
+ 13.63%
$207K - $222K
21K $2.32M
Nov 05, 2021 Q3 2021
Pfg Advisors

BUY
 -
2.48K
+ 7.84%
$204K - $218K
34.2K $3.77M
Oct 12, 2021 Q3 2021
Altfest L J & CO Inc

BUY
 -
2.28K
+ 9.27%
$188K - $200K
26.9K $2.97M
Nov 15, 2021 Q3 2021
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
2.26K
+ 3.36%
$186K - $198K
69.4K $7.66M
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
2.19K
+ 5.61%
$180K - $192K
41.2K $4.55M
Nov 15, 2021 Q3 2021
First Horizon Advisors, Inc.

BUY
 -
2.15K
+ 2.86%
$176K - $189K
77.3K $8.53M
Oct 14, 2021 Q3 2021
Columbia Trust CO 01012016

BUY
 -
1.87K
+ 5.02%
$154K - $164K
39.1K $4.32M
Nov 15, 2021 Q3 2021
Institute For Wealth Management, Llc.

BUY
 -
1.72K
+ 9.39%
$141K - $151K
20K $2.21M
Nov 15, 2021 Q3 2021
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.63K
+ 0.87%
$134K - $143K
189K $20.9M
Nov 15, 2021 Q3 2021
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
1.61K
+ 5.8%
$132K - $141K
29.4K $3.24M
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

BUY
 -
1.61K
+ 117.03%
$132K - $141K
2.98K $329K
Nov 12, 2021 Q3 2021
Main Management LLC

San Francisco, CA
BUY
 -
1.59K
+ 6.94%
$130K - $139K
24.5K $2.7M
Nov 01, 2021 Q3 2021
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
1.55K
+ 80.22%
$127K - $136K
3.47K $383K
Nov 15, 2021 Q3 2021
Premier Asset Management LLC

Chicago, IL
BUY
 -
1.54K
+ 46.67%
$127K - $135K
4.84K $534K
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.47K
+ 32.32%
$121K - $129K
6.03K $665K
Nov 15, 2021 Q3 2021
Bailard, Inc.

BUY
 -
1.38K
+ 4.23%
$114K - $122K
34.1K $3.77M
Nov 01, 2021 Q3 2021
Miracle Mile Advisors, LLC

BUY
 -
1.3K
+ 3.06%
$107K - $114K
43.6K $4.82M
Oct 04, 2021 Q3 2021
Enterprise Bank & Trust CO

BUY
 -
1.2K
+ 9.84%
$98.6K - $105K
13.4K $1.48M
Nov 15, 2021 Q3 2021
Meristem Family Wealth, LLC

Minnetonka, MN
BUY
 -
1.17K
+ 16.66%
$96K - $103K
8.18K $903K
Nov 12, 2021 Q3 2021
Cornerstone Wealth Management, LLC

BUY
 -
1.13K
+ 5.33%
$92.9K - $99.2K
22.3K $2.46M
Nov 12, 2021 Q3 2021
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.12K
+ 14.63%
$92K - $98.3K
8.77K $969K
Oct 13, 2021 Q3 2021
West Financial Advisors, LLC

BUY
 -
1.12K
+ 19.99%
$91.8K - $98.1K
6.71K $740K
Nov 15, 2021 Q3 2021
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
1K
New
$82.2K - $87.8K
1K $110K
Nov 04, 2021 Q3 2021
Kelman Lazarov, Inc.

Memphis, TN
BUY
 -
963
+ 18.79%
$79.1K - $84.6K
6.09K $672K
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
921
+ 94.85%
$75.7K - $80.9K
1.89K $209K
Nov 10, 2021 Q3 2021
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
860
+ 3.61%
$70.7K - $75.5K
24.7K $2.73M
Nov 05, 2021 Q3 2021
Lincoln National Corp

BUY
 -
843
+ 3.24%
$69.3K - $74K
26.8K $2.96M
Nov 05, 2021 Q3 2021
Forbes J M & CO LLP

BUY
 -
837
+ 7.21%
$68.8K - $73.5K
12.4K $1.37M
Oct 20, 2021 Q3 2021
White Lighthouse Investment Management Inc.

BUY
 -
834
+ 5.07%
$68.5K - $73.2K
17.3K $1.91M
Nov 16, 2021 Q3 2021
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
816
+ 17.47%
$67.1K - $71.7K
5.49K $606K
Nov 03, 2021 Q3 2021
Kovack Advisors, Inc.

BUY
 -
806
+ 6.0%
$66.2K - $70.8K
14.2K $1.57M
Nov 15, 2021 Q3 2021
Baker Avenue Asset Management, LP

BUY
 -
742
+ 3.92%
$61K - $65.2K
19.7K $2.17M
Nov 01, 2021 Q3 2021
Whittier Trust CO Of Nevada Inc

BUY
 -
675
+ 7.54%
$55.5K - $59.3K
9.62K $1.06M
Nov 01, 2021 Q3 2021
Ae Wealth Management LLC

BUY
 -
675
+ 19.85%
$55.5K - $59.3K
4.08K $450K

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