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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.1KNew |
$187K - $211K
|
2.1K
$250K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
2KNew |
$179K - $202K
|
2K
$238K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-334- 14.3% |
$29.8K - $33.7K
|
2K
$238K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
2KNew |
$179K - $202K
|
2K
$238K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.24% |
$179 - $202
|
826
$98.4K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
2.05KNew |
$183K - $207K
|
2.05K
$244K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-4.38K- 98.29% |
$391K - $442K
|
76
$9.05K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
500+ 7.0% |
$44.6K - $50.4K
|
7.64K
$910K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.82KNew |
$341K - $385K
|
3.82K
$455K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
20.1KNew |
$1.79M - $2.02M
|
20.1K
$2.39M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
14.7KNew |
$1.32M - $1.49M
|
14.7K
$1.76M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.01K+ 3.05% |
$180K - $203K
|
67.9K
$8.09M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
996New |
$88.9K - $100K
|
996
$119K
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
2.17KNew |
$194K - $219K
|
2.17K
$258K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2K- 4.2% |
$179K - $202K
|
45.7K
$5.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2KNew |
$178K - $201K
|
2K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.04KNew |
$182K - $206K
|
2.04K
$243K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
26+ 0.14% |
$2.32K - $2.62K
|
19.2K
$2.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
30+ 1.08% |
$2.68K - $3.02K
|
2.8K
$334K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
406New |
$36.2K - $40.9K
|
406
$48.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-2.75K- 35.62% |
$245K - $277K
|
4.97K
$592K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.92KNew |
$350K - $395K
|
3.92K
$467K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
104New |
$9.28K - $10.5K
|
104
$12.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-11- 4.89% |
$982 - $1.11K
|
214
$25.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-140- 4.24% |
$12.5K - $14.1K
|
3.16K
$376K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
32.2KNew |
$2.88M - $3.25M
|
32.2K
$3.84M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
5.44KNew |
$486K - $549K
|
5.44K
$648K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
146+ 102.1% |
$11.4K - $13.3K
|
289
$34.4K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
521New |
$40.5K - $47.5K
|
521
$62.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
133New |
$10.3K - $12.1K
|
133
$15.8K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
241New |
$18.7K - $22K
|
241
$28.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.85KNew |
$144K - $169K
|
1.85K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-890- 21.59% |
$69.2K - $81.2K
|
3.23K
$385K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-275- 40.5% |
$21.4K - $25.1K
|
404
$48.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
1.85KNew |
$144K - $169K
|
1.85K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.04KNew |
$469K - $551K
|
6.04K
$719K
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
4.18KNew |
$325K - $381K
|
4.18K
$498K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.9KNew |
$1.01M - $1.18M
|
12.9K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
180New |
$14K - $16.4K
|
180
$21.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
217+ 8.82% |
$16.9K - $19.8K
|
2.68K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1K- 3.04% |
$77.7K - $91.2K
|
31.9K
$3.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
75New |
$5.83K - $6.84K
|
75
$8.93K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
802+ 3.96% |
$62.3K - $73.2K
|
21.1K
$2.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
1.76KNew |
$137K - $160K
|
1.76K
$210K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
19.2KNew |
$1.49M - $1.75M
|
19.2K
$2.29M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
2.23KNew |
$174K - $204K
|
2.23K
$266K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.23KNew |
$95.6K - $112K
|
1.23K
$147K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
37New |
$2.88K - $3.38K
|
37
$4.41K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
60+ 10.62% |
$4.66K - $5.47K
|
625
$74.5K
|
|