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 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-43.2K- 51.19% |
$4.23M - $4.7M
|
41.2K
$4.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 0.24% |
$489 - $544
|
2.08K
$230K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
58+ 0.22% |
$5.67K - $6.31K
|
26.9K
$2.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-809- 9.85% |
$79.1K - $88K
|
7.41K
$818K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.7K- 1.88% |
$1.54M - $1.71M
|
818K
$90.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
193+ 2.29% |
$18.9K - $21K
|
8.61K
$951K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-21- 0.79% |
$2.05K - $2.28K
|
2.65K
$293K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-12.2K- 83.51% |
$1.19M - $1.33M
|
2.41K
$266K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
33K+ 35.43% |
$3.22M - $3.59M
|
126K
$13.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-99- 0.14% |
$9.68K - $10.8K
|
71.9K
$7.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-107- 3.99% |
$10.5K - $11.6K
|
2.58K
$284K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-82- 2.45% |
$8.02K - $8.92K
|
3.26K
$360K
|
|
|
Nov 07, 2024
Q3 2024
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.16K- 4.09% |
$309K - $343K
|
73.9K
$8.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4.31KNew |
$421K - $468K
|
4.31K
$475K
|
|
|
Nov 07, 2024
Q3 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-212- 5.42% |
$20.7K - $23.1K
|
3.7K
$408K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
6.63K+ 12.84% |
$648K - $721K
|
58.2K
$6.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.35K+ 157.89% |
$425K - $473K
|
7.11K
$785K
|
|
|
Nov 06, 2024
Q3 2024
|
Kbc Group Nv
|
SELL
|
- |
-2.24K- 41.17% |
$219K - $243K
|
3.19K
$353K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.35K+ 3.8% |
$132K - $147K
|
36.8K
$4.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15.6K- 74.49% |
$1.53M - $1.7M
|
5.36K
$592K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
7+ 0.34% |
$685 - $762
|
2.07K
$228K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
33.1K+ 699.2% |
$3.24M - $3.6M
|
37.8K
$4.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
739New |
$72.3K - $80.4K
|
739
$81.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-236K- 9.76% |
$23.1M - $25.7M
|
2.18M
$241M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-6.69K- 65.34% |
$654K - $728K
|
3.55K
$392K
|
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-985- 22.79% |
$96.3K - $107K
|
3.34K
$368K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
169+ 0.7% |
$16.5K - $18.4K
|
24.2K
$2.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.4K- 3.17% |
$333K - $370K
|
104K
$11.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
112+ 3.39% |
$11K - $12.2K
|
3.41K
$377K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12+ 44.44% |
$1.17K - $1.31K
|
39
$4.31K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5.85K+ 4.91% |
$572K - $636K
|
125K
$13.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
67+ 2.09% |
$6.55K - $7.29K
|
3.28K
$362K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-523- 13.12% |
$51.2K - $56.9K
|
3.46K
$382K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
19+ 0.32% |
$1.86K - $2.07K
|
5.94K
$656K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-115- 12.88% |
$11.2K - $12.5K
|
778
$85.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.47K- 9.99% |
$437K - $486K
|
40.2K
$4.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.45K- 12.65% |
$142K - $158K
|
10K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-80- 0.32% |
$7.82K - $8.7K
|
24.9K
$2.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5+ 0.23% |
$489 - $544
|
2.14K
$236K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.86KNew |
$182K - $202K
|
1.86K
$205K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
67New |
$6.55K - $7.29K
|
67
$7.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-110- 46.81% |
$10.8K - $12K
|
125
$13.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$97.8 - $109
|
1
$110
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
14+ 0.27% |
$1.37K - $1.52K
|
5.27K
$581K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-100- 1.54% |
$9.78K - $10.9K
|
6.4K
$707K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
161New |
$15.7K - $17.5K
|
161
$17.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
277+ 9.19% |
$27.1K - $30.1K
|
3.29K
$363K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-242- 3.23% |
$23.7K - $26.3K
|
7.25K
$800K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-122- 1.13% |
$11.9K - $13.3K
|
10.7K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
38+ 0.39% |
$3.72K - $4.13K
|
9.72K
$1.07M
|