Purchases and Sales Made in Q4 2021 in Ishares Msci Kld 400 Social Et (DSI)
This table provides information about the institutional ownership of Ishares Msci Kld 400 Social Et (DSI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-1.18K- 34.6% |
$98.4K - $110K
|
2.23K
$246K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.28K- 4.0% |
$106K - $119K
|
30.6K
$3.38M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.37K- 1.86% |
$114K - $128K
|
72.1K
$7.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.44K- 3.04% |
$120K - $135K
|
45.9K
$5.07M
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.51K- 14.42% |
$126K - $141K
|
8.96K
$989K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.51K- 14.42% |
$126K - $141K
|
8.96K
$989K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-1.52K- 8.32% |
$127K - $142K
|
16.8K
$1.85M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1.6K- 22.52% |
$133K - $149K
|
5.49K
$606K
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.7K- 30.2% |
$142K - $159K
|
3.93K
$434K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.89KClosed |
$158K - $177K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-2.15K- 3.95% |
$179K - $201K
|
52.2K
$5.77M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.38K- 9.65% |
$199K - $223K
|
22.3K
$2.46M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.55K- 5.8% |
$213K - $238K
|
41.5K
$4.58M
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
SELL
|
- |
-2.92KClosed |
$244K - $273K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
SELL
|
- |
-3.06KClosed |
$256K - $286K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.61K- 69.61% |
$301K - $337K
|
1.57K
$174K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-3.61K- 69.61% |
$301K - $337K
|
1.57K
$174K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-3.77KClosed |
$314K - $352K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.97K- 36.11% |
$331K - $371K
|
7.02K
$775K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4K- 18.34% |
$334K - $374K
|
17.8K
$1.97M
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.02K- 22.49% |
$335K - $376K
|
13.8K
$1.53M
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
SELL
|
- |
-4.02K- 6.12% |
$336K - $376K
|
61.7K
$6.81M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-4.04K- 7.05% |
$337K - $378K
|
53.2K
$5.88M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-4.05K- 61.53% |
$338K - $379K
|
2.53K
$280K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.21K- 47.97% |
$351K - $393K
|
4.57K
$504K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.25K- 8.23% |
$354K - $397K
|
47.3K
$5.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.52KClosed |
$377K - $422K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.59K- 3.09% |
$383K - $429K
|
144K
$15.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5K- 34.31% |
$417K - $468K
|
9.57K
$1.06M
|
|
|
Jan 27, 2022
Q4 2021
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-5.34K- 18.66% |
$446K - $500K
|
23.3K
$2.57M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.26K- 69.1% |
$522K - $585K
|
2.8K
$309K
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-6.6KClosed |
$550K - $617K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.95K- 22.76% |
$580K - $650K
|
23.6K
$2.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-7.51K- 3.54% |
$626K - $702K
|
205K
$22.6M
|
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-7.89KClosed |
$658K - $737K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9K- 45.9% |
$750K - $841K
|
10.6K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-10.1KClosed |
$842K - $944K
|
0
$0
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-10.1K- 26.81% |
$844K - $946K
|
27.6K
$3.05M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-14.6K- 34.26% |
$1.22M - $1.37M
|
28.1K
$3.1M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-16.3K- 12.89% |
$1.36M - $1.52M
|
110K
$12.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-19.3K- 6.92% |
$1.61M - $1.8M
|
259K
$28.6M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-22.7K- 21.05% |
$1.89M - $2.12M
|
85.1K
$9.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-23.2K- 60.71% |
$1.94M - $2.17M
|
15K
$1.66M
|
|
|
Jan 28, 2022
Q4 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-25.3KClosed |
$2.11M - $2.37M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-28.3K- 56.86% |
$2.36M - $2.65M
|
21.5K
$2.37M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-40.3K- 57.2% |
$3.36M - $3.77M
|
30.2K
$3.33M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-62.4K- 8.17% |
$5.2M - $5.83M
|
702K
$77.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-78.4K- 19.05% |
$6.54M - $7.33M
|
333K
$36.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-292K- 82.99% |
$24.4M - $27.3M
|
59.9K
$6.61M
|