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 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-1.06K- 12.79% |
$104K - $115K
|
7.23K
$799K
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-16.1K- 13.2% |
$1.58M - $1.76M
|
106K
$11.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-473- 8.14% |
$46.3K - $51.5K
|
5.34K
$589K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-489- 4.96% |
$47.8K - $53.2K
|
9.38K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-177- 2.11% |
$17.3K - $19.3K
|
8.21K
$907K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.57K+ 6.53% |
$251K - $279K
|
41.9K
$4.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.96K- 10.3% |
$192K - $213K
|
17.1K
$1.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
25.4KNew |
$2.49M - $2.76M
|
25.4K
$2.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.13K+ 13.76% |
$209K - $232K
|
17.6K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-949- 3.23% |
$92.8K - $103K
|
28.4K
$3.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.39% |
$293 - $326
|
780
$86.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-80.7K- 11.57% |
$7.9M - $8.78M
|
617K
$68.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-2.39K- 39.49% |
$234K - $260K
|
3.66K
$404K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-79- 0.73% |
$7.73K - $8.59K
|
10.7K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-434- 1.69% |
$42.4K - $47.2K
|
25.2K
$2.78M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-392- 14.31% |
$38.3K - $42.6K
|
2.35K
$259K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
6.07K+ 94.7% |
$594K - $660K
|
12.5K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
230+ 1.23% |
$22.5K - $25K
|
19K
$2.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-49- 1.07% |
$4.79K - $5.33K
|
4.52K
$499K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-283- 1.84% |
$27.7K - $30.8K
|
15.1K
$1.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
86+ 4.02% |
$8.41K - $9.36K
|
2.22K
$245K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-191- 1.13% |
$18.7K - $20.8K
|
16.7K
$1.85M
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-64- 1.76% |
$6.26K - $6.96K
|
3.57K
$394K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.26K- 7.08% |
$906K - $1.01M
|
122K
$13.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
143+ 55.43% |
$14K - $15.6K
|
401
$44.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-89- 1.06% |
$8.71K - $9.68K
|
8.33K
$920K
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
20+ 0.05% |
$1.96K - $2.18K
|
39.3K
$4.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.31% |
$3.03K - $3.37K
|
9.86K
$1.09M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-35- 0.1% |
$3.42K - $3.81K
|
33.6K
$3.71M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-797- 6.03% |
$78K - $86.7K
|
12.4K
$1.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
60+ 1.44% |
$5.87K - $6.53K
|
4.22K
$466K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-84- 2.88% |
$8.22K - $9.14K
|
2.83K
$312K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.27K- 88.04% |
$418K - $464K
|
580
$64K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-303- 1.74% |
$29.6K - $33K
|
17.1K
$1.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.04% |
$97.8 - $109
|
2.34K
$259K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.2K- 6.78% |
$313K - $348K
|
44K
$4.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
721+ 17.17% |
$70.5K - $78.4K
|
4.92K
$543K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2KNew |
$195K - $217K
|
2K
$221K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.03K- 1.22% |
$100K - $112K
|
83.2K
$9.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.09KNew |
$204K - $227K
|
2.09K
$231K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
214K+ 121.86% |
$20.9M - $23.3M
|
390K
$43M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.07KNew |
$202K - $225K
|
2.07K
$228K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.7K- 5.94% |
$166K - $185K
|
26.9K
$2.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-102- 3.21% |
$9.98K - $11.1K
|
3.08K
$340K
|
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-858- 2.17% |
$83.9K - $93.3K
|
38.8K
$4.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-216- 9.14% |
$21.1K - $23.5K
|
2.15K
$237K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-336- 2.48% |
$32.9K - $36.6K
|
13.2K
$1.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
54+ 0.23% |
$5.28K - $5.87K
|
23.7K
$2.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-25- 0.66% |
$2.45K - $2.72K
|
3.76K
$416K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 10.81% |
$108K - $120K
|
11.3K
$1.25M
|