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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.34KNew |
$259K - $277K
|
3.34K
$369K
|
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3.74KClosed |
$289K - $310K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-134Closed |
$10.4K - $11.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-200Closed |
$15.5K - $16.6K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.84KClosed |
$220K - $235K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.88KNew |
$145K - $155K
|
1.88K
$207K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.74KClosed |
$444K - $476K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.85KClosed |
$298K - $319K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-13.7KClosed |
$1.06M - $1.13M
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-6Closed |
$464 - $497
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-62- 3.22% |
$4.79K - $5.14K
|
1.87K
$206K
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.04KClosed |
$73.4K - $79.4K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.04KClosed |
$73.4K - $79.4K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.48KClosed |
$245K - $265K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
150New |
$10.6K - $11.5K
|
150
$16.6K
|
|
|
May 17, 2021
Q1 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-5.9KClosed |
$417K - $451K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-37.8KClosed |
$2.67M - $2.88M
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-2Closed |
$141 - $153
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-550Closed |
$38.8K - $42K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-38Closed |
$2.68K - $2.9K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-118Closed |
$8.33K - $9.01K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-374Closed |
$26.4K - $28.6K
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.5KClosed |
$742K - $803K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-1.5KClosed |
$106K - $115K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.35KNew |
$84.3K - $96.9K
|
1.35K
$150K
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-64Closed |
$3.98K - $4.58K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-260Closed |
$16.2K - $18.6K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.87KClosed |
$365K - $420K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
3.93KNew |
$245K - $281K
|
3.93K
$434K
|
|
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
575+ 100.0% |
$35.8K - $41.1K
|
1.15K
$127K
|
|
|
Feb 12, 2021
Q4 2020
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.85KClosed |
$115K - $132K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-480Closed |
$29.9K - $34.3K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
17.3KNew |
$1.08M - $1.24M
|
17.3K
$1.91M
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.71KNew |
$106K - $122K
|
1.71K
$189K
|
|
|
Feb 05, 2021
Q4 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20+ 100.0% |
$1.24K - $1.43K
|
40
$4.42K
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-825Closed |
$51.3K - $59K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.71KClosed |
$106K - $122K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.5K+ 100.0% |
$93.3K - $107K
|
3K
$331K
|
|
|
Jan 20, 2021
Q4 2020
|
Transform Wealth, LLC
|
SELL
|
- |
-2.07KClosed |
$129K - $148K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-3.69KClosed |
$230K - $264K
|
0
$0
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
4.44KNew |
$276K - $318K
|
4.44K
$490K
|
|
|
Jan 12, 2021
Q4 2020
|
Burns J W & CO Inc
|
BUY
|
- |
3.04KNew |
$189K - $218K
|
3.04K
$336K
|
|
|
Jan 12, 2021
Q4 2020
|
Baldwin Brothers LLC
|
BUY
|
- |
200+ 100.0% |
$12.4K - $14.3K
|
400
$44.2K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-157Closed |
$9.32K - $10.7K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-180Closed |
$10.7K - $12.3K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.07KClosed |
$242K - $278K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-780Closed |
$46.3K - $53.3K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-130Closed |
$7.72K - $8.88K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-23.4KClosed |
$1.39M - $1.6M
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.03KClosed |
$299K - $344K
|
0
$0
|
|