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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2020
Q3 2020
|
Tri Star Advisors Inc.
|
SELL
|
- |
-4.55KClosed |
$270K - $311K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Northside Capital Management, LLC
|
SELL
|
- |
-6.6KClosed |
$392K - $451K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-26- 3.85% |
$1.21K - $1.59K
|
649
$71.7K
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-458Closed |
$21.4K - $28K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-436Closed |
$20.3K - $26.7K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-15KClosed |
$700K - $919K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-3.24KClosed |
$151K - $199K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-467Closed |
$21.8K - $28.6K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Community Bank, N.A.
|
SELL
|
- |
-97Closed |
$4.53K - $5.94K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-100Closed |
$4.67K - $6.12K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-22Closed |
$928 - $1.41K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-3.89KClosed |
$164K - $249K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-14.2KClosed |
$600K - $911K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.73KClosed |
$115K - $175K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-12.5KClosed |
$528K - $801K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-555Closed |
$23.4K - $35.5K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.02KClosed |
$42.9K - $65.1K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Rice Partnership, LLC
|
SELL
|
- |
-35Closed |
$1.48K - $2.24K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
E Rn Financial, LLC
|
SELL
|
- |
-2.01KClosed |
$84.6K - $128K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.53KClosed |
$107K - $162K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5.81KClosed |
$245K - $372K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-45Closed |
$1.9K - $2.88K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-458Closed |
$19.3K - $29.3K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.7KClosed |
$198K - $301K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
John G Ullman & Associates Inc
|
SELL
|
- |
-3.7KClosed |
$156K - $237K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 12, 2020
Q4 2019
|
North Rock Partners, LLC
|
SELL
|
- |
-2.99KClosed |
$161K - $181K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.67KClosed |
$197K - $222K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-75Closed |
$4.03K - $4.53K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-716Closed |
$38.5K - $43.2K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Loomis Sayles & CO L P
|
SELL
|
- |
-13Closed |
$717 - $730
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-42.9KClosed |
$2.37M - $2.41M
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-611Closed |
$33.7K - $34.3K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.27% |
$55.2 - $56.2
|
368
$40.6K
|
|
|
Oct 24, 2019
Q3 2019
|
Avondale Wealth Management
|
SELL
|
- |
-33Closed |
$1.82K - $1.85K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-82.7KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.04KNew |
N/A
|
3.04K
$335K
|
|
|
Aug 06, 2019
Q2 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-89Closed |
N/A
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.4KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-537Closed |
N/A
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-738Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-21Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.17KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Apr 22, 2019
Q1 2019
|
Miller Howard Investments Inc
|
SELL
|
- |
-17.7KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-525Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-640Closed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-2.84KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-88.3KClosed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-119Closed |
N/A
|
0
$0
|
|