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 |
|---|---|---|---|---|---|---|---|
|
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
$498K
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-480Closed |
$29.9K - $34.3K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
575+ 100.0% |
$35.8K - $41.1K
|
1.15K
$146K
|
|
|
Feb 12, 2021
Q4 2020
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.85KClosed |
$115K - $132K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
17.3KNew |
$1.08M - $1.24M
|
17.3K
$2.19M
|
|
|
Feb 05, 2021
Q4 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20+ 100.0% |
$1.24K - $1.43K
|
40
$5.06K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.71KNew |
$106K - $122K
|
1.71K
$216K
|
|
|
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
$380K
|
|
|
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
|
Baldwin Brothers LLC
|
BUY
|
- |
200+ 100.0% |
$12.4K - $14.3K
|
400
$50.6K
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
4.44KNew |
$276K - $318K
|
4.44K
$562K
|
|
| 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
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-780Closed |
$46.3K - $53.3K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.07KClosed |
$242K - $278K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-130Closed |
$7.72K - $8.88K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.03KClosed |
$299K - $344K
|
0
$0
|
|
|
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
$82.2K
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-458Closed |
$21.4K - $28K
|
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
|
|
| 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
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.02KClosed |
$42.9K - $65.1K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-555Closed |
$23.4K - $35.5K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.73KClosed |
$115K - $175K
|
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
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-45Closed |
$1.9K - $2.88K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5.81KClosed |
$245K - $372K
|
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 | |||||||
|
Oct 06, 2025
Q4 2019
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-395- 32.92% |
$21.2K - $23.8K
|
805
$102K
|
|
|
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
|
|