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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.8K- 54.84% |
$2.13M - $2.37M
|
18K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-74.3K- 4.55% |
$7.27M - $8.08M
|
1.56M
$172M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 2.21% |
$10.3M - $11.4M
|
4.87M
$538M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-235- 2.79% |
$23K - $25.6K
|
8.19K
$904K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.02K+ 25.35% |
$99.8K - $111K
|
5.04K
$557K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.27KNew |
$319K - $355K
|
3.27K
$361K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.88K- 2.71% |
$183K - $204K
|
67.3K
$7.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-377- 11.53% |
$36.9K - $41K
|
2.89K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-13- 0.32% |
$1.27K - $1.41K
|
4.07K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
1.91KNew |
$186K - $207K
|
1.91K
$210K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.28K- 4.01% |
$125K - $139K
|
30.7K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 2.06% |
$167K - $185K
|
80.8K
$8.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.13K- 5.53% |
$795K - $885K
|
139K
$15.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-224- 1.35% |
$21.9K - $24.4K
|
16.4K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
29+ 6.3% |
$2.84K - $3.15K
|
489
$54K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-280- 6.5% |
$27.4K - $30.5K
|
4.03K
$445K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.77K- 17.51% |
$467K - $519K
|
22.5K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.8K- 24.32% |
$176K - $196K
|
5.6K
$618K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.6K- 2.91% |
$156K - $174K
|
53.2K
$5.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.7K+ 10.24% |
$2.61M - $2.91M
|
288K
$31.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.13K- 2.88% |
$111K - $123K
|
38.2K
$4.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
308+ 8.53% |
$30.1K - $33.5K
|
3.92K
$433K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$97.8K - $109K
|
1K
$110K
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
17.2KNew |
$1.69M - $1.88M
|
17.2K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.74K+ 2.97% |
$170K - $189K
|
60.2K
$6.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.3K- 7.08% |
$127K - $142K
|
17.1K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.44K- 71.51% |
$140K - $156K
|
572
$63.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.2K- 6.93% |
$1.39M - $1.54M
|
191K
$21.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
192New |
$18.8K - $20.9K
|
192
$21.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
23+ 1.14% |
$2.25K - $2.5K
|
2.04K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.23K- 20.33% |
$120K - $133K
|
4.81K
$531K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
53+ 1.56% |
$5.18K - $5.77K
|
3.46K
$382K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
623+ 3.05% |
$60.9K - $67.8K
|
21K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.6K- 2.84% |
$352K - $392K
|
123K
$13.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-633- 5.78% |
$61.9K - $68.9K
|
10.3K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
623New |
$60.9K - $67.8K
|
623
$68.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
26+ 0.33% |
$2.54K - $2.83K
|
7.91K
$873K
|
|
|
Nov 13, 2024
Q3 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
652+ 9.94% |
$63.8K - $70.9K
|
7.21K
$796K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-155- 5.6% |
$15.2K - $16.9K
|
2.62K
$289K
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.56K- 7.33% |
$250K - $278K
|
32.3K
$3.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.81K- 3.86% |
$568K - $632K
|
145K
$16M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.99K- 4.07% |
$977K - $1.09M
|
235K
$26M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-601- 3.1% |
$58.8K - $65.4K
|
18.8K
$2.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.94K+ 1.62% |
$483K - $538K
|
309K
$34.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-304- 10.72% |
$29.7K - $33.1K
|
2.53K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-20- 1.1% |
$1.96K - $2.18K
|
1.81K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.09K- 4.54% |
$107K - $119K
|
22.9K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-735- 6.82% |
$71.9K - $80K
|
10K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Close Asset Management LTD
|
SELL
|
- |
-164- 4.23% |
$16K - $17.8K
|
3.72K
$410K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
629+ 1.83% |
$61.5K - $68.4K
|
34.9K
$3.86M
|