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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
727+ 1.76% |
$56.5K - $66.3K
|
42.1K
$4.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
150New |
$11.7K - $13.7K
|
150
$16.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
158New |
$12.3K - $14.4K
|
158
$17.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.33K+ 5.64% |
$103K - $121K
|
24.8K
$2.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.09% |
$77.7 - $91.2
|
1.06K
$118K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.95KNew |
$229K - $269K
|
2.95K
$329K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-825- 4.63% |
$64.1K - $75.3K
|
17K
$1.89M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
140+ 2.76% |
$10.9K - $12.8K
|
5.21K
$581K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-34- 5.54% |
$2.75K - $2.97K
|
580
$64.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.6KNew |
$1.99M - $2.15M
|
24.6K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
96+ 33.8% |
$7.75K - $8.38K
|
380
$42.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
225+ 5.43% |
$18.2K - $19.6K
|
4.37K
$488K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3K- 37.8% |
$242K - $261K
|
4.93K
$550K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-27.2KClosed |
$2.2M - $2.38M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
575+ 10.53% |
$46.4K - $50.2K
|
6.04K
$673K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-57- 50.44% |
$4.6K - $4.97K
|
56
$6.25K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-172K- 40.87% |
$13.9M - $15M
|
248K
$27.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-4.31KClosed |
$348K - $376K
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
14.9KNew |
$1.21M - $1.3M
|
14.9K
$1.67M
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.43KNew |
$277K - $299K
|
3.43K
$382K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.03K- 12.82% |
$164K - $177K
|
13.8K
$1.54M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-87- 1.18% |
$7.03K - $7.59K
|
7.28K
$812K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-249- 5.83% |
$20.1K - $21.7K
|
4.02K
$448K
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-16- 0.22% |
$1.29K - $1.4K
|
7.3K
$814K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
212New |
$17.1K - $18.5K
|
212
$23.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.82KNew |
$147K - $159K
|
1.82K
$203K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
400New |
$32.3K - $34.9K
|
400
$44.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
550+ 1.53% |
$44.4K - $48K
|
36.4K
$4.06M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
116+ 1.66% |
$9.37K - $10.1K
|
7.11K
$793K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$16.2K - $17.5K
|
200
$22.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
436New |
$35.2K - $38K
|
436
$48.6K
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-32- 0.12% |
$2.44K - $2.7K
|
26.3K
$2.94M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.32KNew |
$634K - $701K
|
8.32K
$928K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
150New |
$11.4K - $12.6K
|
150
$16.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.84K- 6.05% |
$141K - $155K
|
28.6K
$3.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-20K- 50.0% |
$1.52M - $1.68M
|
20K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-100- 2.15% |
$7.62K - $8.42K
|
4.55K
$507K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
477+ 10.38% |
$36.4K - $40.2K
|
5.07K
$566K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
8.24KNew |
$628K - $694K
|
8.24K
$918K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.2K- 54.48% |
$1.39M - $1.53M
|
15.2K
$1.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
304New |
$23.2K - $25.6K
|
304
$33.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-437- 2.32% |
$33.3K - $36.8K
|
18.4K
$2.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.36% |
$76.2 - $84.2
|
275
$30.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.18KNew |
$89.9K - $99.3K
|
1.18K
$131K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
SELL
|
- |
-113- 3.12% |
$8.62K - $9.52K
|
3.51K
$392K
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.34KNew |
$560K - $619K
|
7.34K
$819K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14New |
$1.07K - $1.18K
|
14
$1.56K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-21- 0.3% |
$1.6K - $1.77K
|
7.05K
$786K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-50- 50.0% |
$3.81K - $4.21K
|
50
$5.58K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-50- 1.22% |
$3.81K - $4.21K
|
4.06K
$453K
|
|