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
Wealthspire Advisors, LLC

New York, NY
BUY
 -
3.33K
+ 9.95%
$223K - $272K
36.8K $4.12M
Nov 14, 2022 Q3 2022
Baker Avenue Asset Management, LP

BUY
 -
3.25K
+ 18.47%
$218K - $266K
20.8K $2.33M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
3.1K
+ 11.52%
$208K - $253K
30K $3.36M
Oct 18, 2022 Q3 2022
Smith & Howard Wealth Management, LLC

BUY
 -
3.09K
New
$207K - $252K
3.09K $345K
Feb 14, 2023 Q3 2022
Y Intercept (Hong Kong) LTD

BUY
 -
3.03K
New
$203K - $248K
3.03K $339K
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

BUY
 -
3.01K
+ 13.13%
$201K - $245K
25.9K $2.89M
Nov 10, 2022 Q3 2022
Citigroup Inc

BUY
 -
2.78K
+ 100.32%
$186K - $227K
5.55K $621K
Oct 07, 2022 Q3 2022
Soa Wealth Advisors, Llc.

BUY
 -
2.72K
+ 3.98%
$182K - $222K
71.1K $7.95M
Nov 10, 2022 Q3 2022
Bank Of Montreal

Toronto, A6
BUY
 -
2.6K
+ 5.82%
$174K - $212K
47.3K $5.29M
Nov 03, 2022 Q3 2022
Trustcore Financial Services, LLC

BUY
 -
2.5K
+ 23.91%
$167K - $204K
12.9K $1.45M
Oct 26, 2022 Q3 2022
Cranbrook Wealth Management, LLC

BUY
 -
2.45K
+ 6.21%
$164K - $200K
41.9K $4.68M
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
2.11K
+ 91.58%
$141K - $172K
4.41K $493K
Nov 14, 2022 Q3 2022
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
2.1K
+ 8.16%
$140K - $171K
27.8K $3.11M
Nov 08, 2022 Q3 2022
Strategic Wealth Partners Group LLC

Deerfield, IL
BUY
 -
2.01K
+ 7.65%
$135K - $164K
28.3K $3.16M
Nov 14, 2022 Q3 2022
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
1.97K
+ 17.34%
$132K - $161K
13.4K $1.49M
Oct 18, 2022 Q3 2022
Mc Ilrath & Eck, LLC

BUY
 -
1.84K
New
$123K - $150K
1.84K $206K
Nov 10, 2022 Q3 2022
Baystate Wealth Management LLC

BUY
 -
1.71K
+ 2.77%
$114K - $140K
63.4K $7.09M
Nov 06, 2024 Q3 2022
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
1.68K
+ 7.36%
$113K - $137K
24.6K $2.75M
Nov 14, 2022 Q3 2022
Wealthfront Advisers LLC

BUY
 -
1.68K
+ 8.7%
$112K - $137K
20.9K $2.34M
Oct 28, 2022 Q3 2022
Wood Trust Financial Corp

BUY
 -
1.64K
+ 38.6%
$110K - $134K
5.88K $657K
Nov 10, 2022 Q3 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
1.59K
+ 9.71%
$106K - $130K
17.9K $2M
Oct 31, 2022 Q3 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
1.52K
+ 5.22%
$102K - $124K
30.6K $3.43M
Nov 15, 2022 Q3 2022
Altfest L J & CO Inc

BUY
 -
1.5K
+ 5.33%
$100K - $122K
29.6K $3.31M
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
1.47K
+ 11.69%
$98.6K - $120K
14.1K $1.57M
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1.44K
+ 4.08%
$96.1K - $117K
36.6K $4.09M
Jun 17, 2024 Q3 2022
Traphagen Investment Advisors LLC

Oradell, NJ
BUY
 -
1.4K
+ 23.6%
$93.9K - $115K
7.34K $821K
Oct 27, 2022 Q3 2022
Verity Wealth Advisors

BUY
 -
1.4K
+ 23.61%
$93.6K - $114K
7.32K $818K
Nov 14, 2022 Q3 2022
Fiduciary Trust CO

Boston, MA
BUY
 -
1.39K
+ 0.94%
$93.2K - $114K
150K $16.7M
Oct 24, 2022 Q3 2022
Horst & Graben Wealth Management LLC

BUY
 -
1.39K
+ 4.27%
$93K - $113K
33.9K $3.79M
Nov 14, 2022 Q3 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
1.39K
+ 32.46%
$93K - $113K
5.66K $633K
Nov 09, 2022 Q3 2022
Td Capital Management LLC

Memphis, TN
BUY
 -
1.32K
New
$88.7K - $108K
1.32K $148K
Nov 14, 2022 Q3 2022
Kestra Private Wealth Services, LLC

BUY
 -
1.27K
+ 4.14%
$84.9K - $104K
31.8K $3.56M
Nov 07, 2022 Q3 2022
Cambridge Trust CO

Boston, MA
BUY
 -
1.24K
+ 32.31%
$83.1K - $101K
5.08K $568K
Nov 10, 2022 Q3 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.2K
+ 46.07%
$80.4K - $98K
3.81K $425K
Oct 18, 2022 Q3 2022
Institute For Wealth Management, Llc.

BUY
 -
1.1K
+ 4.78%
$73.7K - $89.9K
24.1K $2.7M
Dec 13, 2022 Q3 2022
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.03K
+ 12.26%
$68.8K - $83.9K
9.41K $1.05M
Nov 15, 2022 Q3 2022
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
1K
New
$67K - $81.7K
1K $112K
Nov 14, 2022 Q3 2022
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
1K
+ 15.78%
$67K - $81.7K
7.34K $820K
Nov 14, 2022 Q3 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
982
+ 93.88%
$65.8K - $80.2K
2.03K $227K
Nov 09, 2022 Q3 2022
Orion Portfolio Solutions, LLC

BUY
 -
924
+ 8.1%
$61.9K - $75.5K
12.3K $1.38M
Oct 27, 2022 Q3 2022
Keybank National Association

BUY
 -
912
+ 3.17%
$61.1K - $74.5K
29.7K $3.32M
Nov 03, 2022 Q3 2022
Creative Planning

Overland Park, KS
BUY
 -
911
+ 0.48%
$61K - $74.4K
192K $21.5M
Nov 10, 2022 Q3 2022
Credit Suisse Ag

Zurich, V8
BUY
 -
874
+ 80.11%
$58.5K - $71.4K
1.97K $220K
Dec 28, 2022 Q3 2022
Headinvest, LLC

Portland, ME
BUY
 -
809
+ 2.43%
$54.2K - $66.1K
34.1K $3.81M
Nov 08, 2022 Q3 2022
Hill Island Financial LLC

Grand Rapids, MI
BUY
 -
791
+ 0.58%
$53K - $64.6K
138K $15.4M
Oct 13, 2022 Q3 2022
Boston Standard Wealth Management, LLC

BUY
 -
695
+ 6.51%
$46.5K - $56.8K
11.4K $1.27M
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
666
New
$44.6K - $54.4K
666 $74.5K
Oct 24, 2022 Q3 2022
Miracle Mile Advisors, LLC

BUY
 -
659
+ 1.26%
$44.1K - $53.8K
52.8K $5.9M
Oct 13, 2022 Q3 2022
Onyx Bridge Wealth Group LLC

BUY
 -
646
+ 10.83%
$43.3K - $52.8K
6.61K $739K

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