Purchases and Sales Made in Q3 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 Q3 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
Nov 14, 2022 Q3 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
229K
+ 73.9%
$15.3M - $18.7M
539K $61.4M
Nov 14, 2022 Q3 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
141K
+ 19.23%
$9.47M - $11.6M
877K $99.9M
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
67.6K
+ 4.37%
$4.53M - $5.53M
1.62M $184M
Nov 10, 2022 Q3 2022
Envestnet Asset Management Inc

BUY
 -
59.8K
+ 1.75%
$4.01M - $4.89M
3.48M $396M
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
32.9K
New
$2.2M - $2.69M
32.9K $3.75M
Nov 14, 2022 Q3 2022
Jane Street Group, LLC

New York, NY
BUY
 -
28.4K
New
$1.9M - $2.32M
28.4K $3.24M
Oct 17, 2022 Q3 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
27.4K
+ 37.76%
$1.84M - $2.24M
100K $11.4M
Nov 14, 2022 Q3 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
27.1K
+ 130.57%
$1.82M - $2.22M
47.9K $5.46M
Nov 16, 2022 Q3 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
26.4K
+ 260.59%
$1.77M - $2.16M
36.5K $4.16M
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
BUY
 -
24.3K
+ 218.34%
$1.63M - $1.99M
35.5K $4.04M
Oct 13, 2022 Q3 2022
Francis Financial, Inc.

New York, NY
BUY
 -
21.9K
+ 22.41%
$1.47M - $1.79M
120K $13.6M
Nov 02, 2022 Q3 2022
Sharkey, Howes & Javer

BUY
 -
16.3K
+ 25.63%
$1.09M - $1.33M
79.9K $9.1M
Nov 09, 2022 Q3 2022
Trillium Asset Management, LLC

Boston, MA
BUY
 -
14.4K
+ 31.44%
$968K - $1.18M
60.4K $6.88M
Nov 14, 2022 Q3 2022
Hrt Financial LP

New York, NY
BUY
 -
14.4K
+ 417.18%
$966K - $1.18M
17.9K $2.04M
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
13.5K
+ 22.34%
$906K - $1.11M
74.1K $8.44M
Nov 01, 2022 Q3 2022
Park Avenue Securities LLC

BUY
 -
13.2K
+ 6.64%
$887K - $1.08M
213K $24.3M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
12.5K
+ 2.72%
$836K - $1.02M
472K $53.7M
Nov 04, 2022 Q3 2022
Vontobel Holding Ltd.

BUY
 -
12.2K
New
$816K - $995K
12.2K $1.39M
Nov 14, 2022 Q3 2022
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
12.1K
New
$808K - $986K
12.1K $1.37M
Nov 04, 2022 Q3 2022
Bordeaux Wealth Advisors LLC

BUY
 -
12K
New
$804K - $980K
12K $1.37M
Nov 08, 2022 Q3 2022
Manchester Capital Management LLC

Manchester, VT
BUY
 -
10.5K
+ 10.85%
$705K - $860K
108K $12.3M
Oct 18, 2022 Q3 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
9.95K
New
$666K - $813K
9.95K $1.13M
Nov 14, 2022 Q3 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
8.92K
+ 5.37%
$597K - $729K
175K $20M
Nov 03, 2022 Q3 2022
Lincoln National Corp

BUY
 -
7.04K
+ 18.1%
$471K - $575K
45.9K $5.23M
Nov 01, 2022 Q3 2022
Assetmark, Inc

BUY
 -
6.98K
+ 64.51%
$467K - $570K
17.8K $2.03M
Oct 25, 2022 Q3 2022
Ma Private Wealth

BUY
 -
6.86K
New
$460K - $561K
6.86K $782K
Oct 25, 2022 Q3 2022
Janney Montgomery Scott LLC

BUY
 -
6.56K
+ 22.84%
$439K - $536K
35.3K $4.02M
Oct 19, 2022 Q3 2022
Brooklyn Fi, LLC

New York, NY
BUY
 -
6.48K
+ 2173.15%
$434K - $529K
6.77K $772K
Nov 08, 2022 Q3 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
6.08K
+ 137.47%
$407K - $496K
10.5K $1.2M
Oct 18, 2022 Q3 2022
Mascoma Wealth Management LLC

BUY
 -
5.64K
+ 5.51%
$377K - $460K
108K $12.3M
Nov 14, 2022 Q3 2022
Bahl & Gaynor Inc

BUY
 -
5.5K
New
$368K - $449K
5.5K $626K
Oct 26, 2022 Q3 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
5.49K
New
$368K - $449K
5.49K $626K
Oct 18, 2022 Q3 2022
Karp Capital Management Corp

BUY
 -
5.18K
New
$347K - $423K
5.18K $591K
Nov 10, 2022 Q3 2022
Mariner, LLC

Overland Park, KS
BUY
 -
5.1K
+ 2.26%
$342K - $417K
231K $26.3M
Nov 14, 2022 Q3 2022
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
4.86K
+ 8.43%
$326K - $397K
62.6K $7.13M
Oct 27, 2022 Q3 2022
Aj Wealth Strategies, LLC

BUY
 -
4.84K
+ 28.83%
$324K - $395K
21.6K $2.47M
Oct 27, 2022 Q3 2022
Prospera Financial Services Inc

BUY
 -
4.59K
New
$308K - $375K
4.59K $523K
Oct 05, 2022 Q3 2022
Impac Tfolio, LLC

BUY
 -
4.56K
New
$305K - $373K
4.56K $520K
Nov 15, 2022 Q3 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
4.53K
+ 34.83%
$303K - $370K
17.5K $2M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
4.22K
New
$283K - $345K
4.22K $481K
Oct 13, 2022 Q3 2022
Beacon Financial Group

BUY
 -
4.1K
New
$275K - $335K
4.1K $467K
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
3.97K
+ 60.86%
$266K - $324K
10.5K $1.19M
Nov 09, 2022 Q3 2022
Blair William & CO

Chicago, IL
BUY
 -
3.9K
+ 10.47%
$261K - $319K
41.2K $4.69M
Nov 07, 2022 Q3 2022
Mount Yale Investment Advisors, LLC

BUY
 -
3.89K
+ 99.56%
$261K - $318K
7.8K $888K
Oct 12, 2022 Q3 2022
Mission Wealth Management, LP

BUY
 -
3.85K
New
$258K - $315K
3.85K $439K
Oct 28, 2022 Q3 2022
Walkner Condon Financial Advisors LLC

BUY
 -
3.77K
New
$252K - $308K
3.77K $429K
Nov 09, 2022 Q3 2022
W.H. Cornerstone Investments Inc.

Kingston, MA
BUY
 -
3.62K
New
$242K - $296K
3.62K $413K
Nov 07, 2022 Q3 2022
Comerica Securities,Inc.

BUY
 -
3.35K
New
$224K - $274K
3.35K $382K
Oct 12, 2022 Q3 2022
Revolve Wealth Partners, LLC

BUY
 -
3.34K
+ 111.46%
$223K - $272K
6.33K $721K

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