Latest Institutional Transactions on Ishares Msci Kld 400 Social Et (DSI)
This table provides information on the latest institutional transactions involving Ishares Msci Kld 400 Social Et (DSI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.27K- 30.5% |
$222K - $247K
|
5.17K
$589K
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
2.11KNew |
$206K - $229K
|
2.11K
$240K
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
SELL
|
- |
-65- 0.7% |
$6.36K - $7.07K
|
9.19K
$1.05M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
30.1KNew |
$2.95M - $3.28M
|
30.1K
$3.43M
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-495- 26.76% |
$48.4K - $53.9K
|
1.36K
$154K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-49- 3.7% |
$4.79K - $5.33K
|
1.28K
$146K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.8K- 13.85% |
$2.03M - $2.26M
|
129K
$14.7M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.04K- 7.8% |
$102K - $113K
|
12.3K
$1.4M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.31K- 13.17% |
$520K - $578K
|
35K
$3.99M
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
359+ 0.83% |
$35.1K - $39.1K
|
43.4K
$4.94M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-261- 1.94% |
$25.5K - $28.4K
|
13.2K
$1.5M
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-37.7K- 22.69% |
$3.68M - $4.1M
|
128K
$14.6M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.13K- 3.61% |
$111K - $123K
|
30.2K
$3.44M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.04K- 1.58% |
$689K - $766K
|
440K
$50.1M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-807- 4.06% |
$78.9K - $87.8K
|
19.1K
$2.17M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.23K- 12.34% |
$121K - $134K
|
8.75K
$997K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.97K- 11.19% |
$388K - $432K
|
31.5K
$3.59M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.78K- 87.83% |
$272K - $302K
|
385
$43.9K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.1K- 1.81% |
$1.77M - $1.97M
|
983K
$112M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-40- 0.18% |
$3.91K - $4.35K
|
22.2K
$2.53M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.38K+ 3.43% |
$135K - $151K
|
41.7K
$4.76M
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-53- 0.86% |
$5.18K - $5.77K
|
6.12K
$697K
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.93KNew |
$385K - $428K
|
3.93K
$448K
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
229+ 5.12% |
$22.4K - $24.9K
|
4.7K
$535K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 15.12% |
$1.22M - $1.36M
|
70.1K
$7.98M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.4K+ 67.37% |
$1.8M - $2M
|
45.7K
$5.21M
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-867- 0.59% |
$84.8K - $94.3K
|
145K
$16.6M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3+ 0.05% |
$293 - $326
|
5.57K
$635K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-660- 57.14% |
$64.6K - $71.8K
|
495
$56.4K
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-419- 1.96% |
$41K - $45.6K
|
20.9K
$2.38M
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
668+ 65.36% |
$65.3K - $72.7K
|
1.69K
$193K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.9K- 2.01% |
$969K - $1.08M
|
482K
$55M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.79K+ 5.64% |
$860K - $956K
|
165K
$18.8M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.9K- 2.59% |
$675K - $751K
|
260K
$29.6M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41+ 2.69% |
$4.01K - $4.46K
|
1.57K
$178K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-216- 0.79% |
$21.1K - $23.5K
|
27.1K
$3.09M
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
17.1KNew |
$1.67M - $1.86M
|
17.1K
$1.95M
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-60- 2.63% |
$5.87K - $6.53K
|
2.22K
$253K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100+ 14.29% |
$9.78K - $10.9K
|
800
$91.2K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.38K+ 7.79% |
$135K - $150K
|
19K
$2.17M
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.17KNew |
$310K - $345K
|
3.17K
$361K
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.42KNew |
$236K - $263K
|
2.42K
$275K
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-10- 0.17% |
$978 - $1.09K
|
5.95K
$678K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.44K- 1.63% |
$239K - $266K
|
148K
$16.8M
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.82K- 5.66% |
$374K - $415K
|
63.6K
$7.25M
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
186+ 9.47% |
$18.2K - $20.2K
|
2.15K
$245K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.71K+ 3.79% |
$167K - $186K
|
46.8K
$5.33M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.16K+ 8.29% |
$113K - $126K
|
15.1K
$1.72M
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
18+ 0.31% |
$1.76K - $1.96K
|
5.81K
$663K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-305- 8.2% |
$29.8K - $33.2K
|
3.42K
$389K
|