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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
460New |
$43.4K - $48.2K
|
460
$50.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
78.4KNew |
$7.39M - $8.21M
|
78.4K
$8.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
SELL
|
- |
-259- 10.97% |
$24.4K - $27.1K
|
2.1K
$232K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3+ 0.02% |
$283 - $314
|
12K
$1.33M
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.62K+ 509.75% |
$153K - $170K
|
1.94K
$214K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
750+ 10.2% |
$70.7K - $78.6K
|
8.1K
$894K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.87KNew |
$647K - $719K
|
6.87K
$758K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-245- 0.88% |
$23.1K - $25.7K
|
27.7K
$3.06M
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-35- 0.93% |
$3.3K - $3.67K
|
3.74K
$413K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
89New |
$8.39K - $9.32K
|
89
$9.83K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-59- 1.56% |
$5.56K - $6.18K
|
3.72K
$410K
|
|
|
Jul 09, 2024
Q2 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-505- 12.78% |
$47.6K - $52.9K
|
3.45K
$381K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.42KNew |
$395K - $446K
|
4.42K
$488K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-119- 20.0% |
$10.6K - $12K
|
476
$52.6K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-160- 3.27% |
$14.3K - $16.1K
|
4.73K
$522K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
3.35KNew |
$299K - $338K
|
3.35K
$370K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-240- 3.15% |
$21.4K - $24.2K
|
7.37K
$814K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.01KNew |
$179K - $202K
|
2.01K
$221K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.85KNew |
$611K - $690K
|
6.85K
$756K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.7K- 33.62% |
$1.31M - $1.48M
|
28.9K
$3.2M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.26K- 21.97% |
$470K - $531K
|
18.7K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
28+ 3.78% |
$2.5K - $2.82K
|
768
$84.8K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.17K- 62.76% |
$104K - $118K
|
692
$76.4K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.65K+ 78.01% |
$682K - $771K
|
17.4K
$1.93M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.81K- 3.61% |
$161K - $182K
|
48.2K
$5.33M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.1K+ 77.4% |
$1.26M - $1.42M
|
32.2K
$3.56M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
10+ 0.13% |
$893 - $1.01K
|
7.91K
$873K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.1KNew |
$187K - $211K
|
2.1K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-19- 0.17% |
$1.7K - $1.92K
|
11.2K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
2KNew |
$179K - $202K
|
2K
$221K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-334- 14.3% |
$29.8K - $33.7K
|
2K
$221K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
2KNew |
$179K - $202K
|
2K
$221K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.24% |
$179 - $202
|
826
$91.2K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
2.05KNew |
$183K - $207K
|
2.05K
$226K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-4.38K- 98.29% |
$391K - $442K
|
76
$8.39K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
50New |
$4.46K - $5.04K
|
50
$5.52K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
173+ 5.4% |
$15.4K - $17.4K
|
3.38K
$373K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-343- 6.27% |
$30.6K - $34.6K
|
5.13K
$566K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
14.7KNew |
$1.32M - $1.49M
|
14.7K
$1.63M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
500+ 7.0% |
$44.6K - $50.4K
|
7.64K
$844K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.82KNew |
$341K - $385K
|
3.82K
$422K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
20.1KNew |
$1.79M - $2.02M
|
20.1K
$2.21M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.01K+ 3.05% |
$180K - $203K
|
67.9K
$7.5M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
996New |
$88.9K - $100K
|
996
$110K
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
2.17KNew |
$194K - $219K
|
2.17K
$239K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2K- 4.2% |
$179K - $202K
|
45.7K
$5.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2KNew |
$178K - $201K
|
2K
$220K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.04KNew |
$182K - $206K
|
2.04K
$225K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
26+ 0.14% |
$2.32K - $2.62K
|
19.2K
$2.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
30+ 1.08% |
$2.68K - $3.02K
|
2.8K
$309K
|
|