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 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.5KNew |
$342K - $381K
|
3.5K
$386K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
60+ 1.38% |
$5.87K - $6.53K
|
4.4K
$486K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
39+ 0.72% |
$3.81K - $4.24K
|
5.49K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.84K- 8.08% |
$376K - $418K
|
43.7K
$4.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.24K- 32.52% |
$611K - $679K
|
13K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-585- 3.99% |
$57.2K - $63.6K
|
14.1K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
140+ 0.95% |
$13.7K - $15.2K
|
14.8K
$1.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.91KNew |
$187K - $207K
|
1.91K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
10.4K+ 3.76% |
$1.01M - $1.13M
|
286K
$31.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$293 - $326
|
4.97K
$548K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
204+ 7.79% |
$20K - $22.2K
|
2.82K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
175+ 1.19% |
$17.1K - $19K
|
14.9K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
67+ 2.26% |
$6.55K - $7.29K
|
3.04K
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-994- 12.72% |
$97.2K - $108K
|
6.82K
$753K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-993- 27.25% |
$97.1K - $108K
|
2.65K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-3.92K- 38.61% |
$383K - $426K
|
6.23K
$688K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20.5K- 46.85% |
$2.01M - $2.23M
|
23.3K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.47KNew |
$633K - $704K
|
6.47K
$714K
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
442+ 11.88% |
$43.2K - $48.1K
|
4.16K
$460K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.95K+ 10.24% |
$191K - $212K
|
21K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.04K- 16.2% |
$102K - $113K
|
5.37K
$593K
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
790+ 19.18% |
$77.3K - $85.9K
|
4.91K
$542K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-72- 13.9% |
$7.04K - $7.83K
|
446
$49.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.13K+ 234.64% |
$404K - $450K
|
5.89K
$651K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.85KNew |
$181K - $202K
|
1.85K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-82- 0.27% |
$8.02K - $8.92K
|
30.4K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-324- 9.15% |
$31.7K - $35.2K
|
3.22K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.9K+ 4.82% |
$284K - $316K
|
63.2K
$6.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
SELL
|
- |
-109- 2.2% |
$10.7K - $11.9K
|
4.85K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-127- 6.34% |
$12.4K - $13.8K
|
1.88K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
139+ 1.19% |
$13.6K - $15.1K
|
11.8K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
10+ 0.32% |
$978 - $1.09K
|
3.1K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
247+ 0.62% |
$24.2K - $26.9K
|
40.3K
$4.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-146- 3.32% |
$14.3K - $15.9K
|
4.25K
$470K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
101+ 2.44% |
$9.88K - $11K
|
4.23K
$467K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
571+ 2.86% |
$55.8K - $62.1K
|
20.5K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.66K- 1.0% |
$260K - $289K
|
264K
$29.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.38K+ 1817.73% |
$722K - $803K
|
7.79K
$860K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
351+ 1.72% |
$34.3K - $38.2K
|
20.8K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.59K+ 5.98% |
$156K - $173K
|
28.2K
$3.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
2.2KNew |
$215K - $239K
|
2.2K
$242K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.03K- 23.71% |
$100K - $112K
|
3.3K
$365K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-351- 15.83% |
$34.3K - $38.2K
|
1.87K
$206K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-560- 10.41% |
$54.8K - $60.9K
|
4.82K
$532K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.7K- 1.34% |
$2.02M - $2.25M
|
1.53M
$169M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
297+ 8.28% |
$29K - $32.3K
|
3.89K
$429K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-983- 3.21% |
$96.1K - $107K
|
29.7K
$3.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.64KNew |
$454K - $505K
|
4.64K
$513K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.16% |
$196 - $218
|
1.23K
$136K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.28K- 6.42% |
$517K - $575K
|
77K
$8.5M
|