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 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.03KNew |
$231K - $255K
|
3.03K
$335K
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.27KNew |
$249K - $275K
|
3.27K
$361K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.41KNew |
$107K - $118K
|
1.41K
$155K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.16K- 39.83% |
$82.5K - $92K
|
1.75K
$194K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-84- 7.57% |
$5.97K - $6.65K
|
1.03K
$113K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-581- 14.24% |
$41.3K - $46K
|
3.5K
$386K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
36New |
$2.56K - $2.85K
|
36
$3.98K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-38- 18.63% |
$2.7K - $3.01K
|
166
$18.3K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.49K- 10.09% |
$177K - $197K
|
22.2K
$2.45M
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
18.4K+ 128.32% |
$1.3M - $1.45M
|
32.7K
$3.61M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
80+ 1.06% |
$5.69K - $6.34K
|
7.63K
$842K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
56New |
$3.98K - $4.44K
|
56
$6.18K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-809- 21.41% |
$57.5K - $64.1K
|
2.97K
$328K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.12K- 88.42% |
$79.2K - $88.3K
|
146
$16.1K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-52- 53.61% |
$3.7K - $4.12K
|
45
$4.97K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
777KNew |
$55.2M - $61.5M
|
777K
$85.8M
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
360+ 195.65% |
$25.6K - $28.5K
|
544
$60.1K
|
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-108- 0.83% |
$7.68K - $8.55K
|
12.9K
$1.43M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
30+ 4.55% |
$2.13K - $2.38K
|
690
$76.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-146- 0.87% |
$10.4K - $11.6K
|
16.6K
$1.84M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
10+ 0.08% |
$711 - $792
|
12.1K
$1.34M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
204+ 4.53% |
$14.5K - $16.2K
|
4.71K
$520K
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
60+ 1.46% |
$4.26K - $4.75K
|
4.18K
$461K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-202- 4.69% |
$14.4K - $16K
|
4.11K
$453K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
438New |
$31.1K - $34.7K
|
438
$48.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-750- 5.89% |
$53.3K - $59.4K
|
12K
$1.32M
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
170New |
$11.3K - $13.1K
|
170
$18.8K
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-275- 5.94% |
$18.2K - $21.2K
|
4.35K
$481K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
606New |
$40.2K - $46.6K
|
606
$66.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
500New |
$33.2K - $38.5K
|
500
$55.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.94K+ 159.79% |
$128K - $149K
|
3.15K
$347K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-745- 1.63% |
$49.4K - $57.3K
|
45.1K
$4.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
56New |
$3.72K - $4.31K
|
56
$6.18K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.03KClosed |
$201K - $233K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.77K+ 21.41% |
$184K - $213K
|
15.7K
$1.73M
|
|
|
Feb 10, 2023
Q4 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
3.64KNew |
$242K - $280K
|
3.64K
$402K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-920- 42.69% |
$61.1K - $70.8K
|
1.24K
$136K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
468+ 312.0% |
$31.1K - $36K
|
618
$68.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.13KNew |
$208K - $241K
|
3.13K
$346K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
92New |
$6.11K - $7.08K
|
92
$10.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
222New |
$14.7K - $17.1K
|
222
$24.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
434+ 1.14% |
$28.8K - $33.4K
|
38.5K
$4.25M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
17New |
$1.13K - $1.31K
|
17
$1.88K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1K+ 3.33% |
$66.5K - $77.1K
|
31.1K
$3.43M
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-92- 2.43% |
$6.11K - $7.08K
|
3.7K
$409K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2New |
$133 - $154
|
2
$221
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
329New |
$21.8K - $25.3K
|
329
$36.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
150New |
$9.95K - $11.5K
|
150
$16.6K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
428+ 27.19% |
$28.7K - $35K
|
2K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
6+ 0.02% |
$402 - $490
|
24.6K
$2.71M
|
|