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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-471- 5.83% |
$46.1K - $51.2K
|
7.61K
$840K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-389- 3.48% |
$38K - $42.3K
|
10.8K
$1.19M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-371- 12.95% |
$36.3K - $40.4K
|
2.49K
$275K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
4.85K+ 16.68% |
$474K - $528K
|
33.9K
$3.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-919- 9.62% |
$89.9K - $100K
|
8.63K
$953K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-299- 15.12% |
$29.2K - $32.5K
|
1.68K
$185K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.01K+ 26.29% |
$98.3K - $109K
|
4.83K
$533K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
422+ 0.4% |
$41.3K - $45.9K
|
105K
$11.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
621New |
$60.7K - $67.6K
|
621
$68.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
10.1KNew |
$989K - $1.1M
|
10.1K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-45- 1.43% |
$4.4K - $4.9K
|
3.09K
$341K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$196 - $218
|
2.77K
$306K
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
2.67K+ 11.48% |
$261K - $290K
|
25.9K
$2.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-312- 2.5% |
$30.5K - $33.9K
|
12.2K
$1.34M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-7.66K- 51.23% |
$749K - $833K
|
7.29K
$805K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.71K- 9.77% |
$167K - $186K
|
15.8K
$1.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-277- 9.4% |
$27.1K - $30.1K
|
2.67K
$295K
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-233- 1.39% |
$22.8K - $25.3K
|
16.6K
$1.83M
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-104- 4.09% |
$10.2K - $11.3K
|
2.44K
$269K
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
6.44K+ 5.34% |
$630K - $701K
|
127K
$14M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-98- 2.08% |
$9.59K - $10.7K
|
4.61K
$509K
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
SELL
|
- |
-182- 4.71% |
$17.8K - $19.8K
|
3.69K
$407K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.16K- 17.71% |
$113K - $126K
|
5.38K
$594K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-307- 1.24% |
$30K - $33.4K
|
24.5K
$2.71M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-37- 1.71% |
$3.62K - $4.03K
|
2.12K
$234K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-732- 6.09% |
$71.6K - $79.6K
|
11.3K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-169- 3.16% |
$16.5K - $18.4K
|
5.19K
$573K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.41K- 16.87% |
$333K - $371K
|
16.8K
$1.85M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.32K+ 4.94% |
$423K - $470K
|
91.8K
$10.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
259+ 3.24% |
$25.3K - $28.2K
|
8.25K
$911K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 2.56% |
$97.8 - $109
|
40
$4.42K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.01K- 3.01% |
$392K - $436K
|
129K
$14.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-751- 3.03% |
$73.5K - $81.7K
|
24.1K
$2.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
169+ 1.28% |
$16.5K - $18.4K
|
13.4K
$1.48M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-5.09K- 11.11% |
$498K - $554K
|
40.7K
$4.5M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-111- 3.11% |
$10.9K - $12.1K
|
3.46K
$382K
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1.42K- 15.51% |
$139K - $154K
|
7.72K
$853K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-551- 4.85% |
$53.9K - $59.9K
|
10.8K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-519- 12.61% |
$50.8K - $56.5K
|
3.6K
$397K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.06K+ 12.29% |
$104K - $115K
|
9.68K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.45% |
$196 - $218
|
443
$48.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4K- 13.23% |
$391K - $435K
|
26.2K
$2.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-15- 17.65% |
$1.47K - $1.63K
|
70
$7.73K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
537New |
$52.5K - $58.4K
|
537
$59.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
35+ 0.68% |
$3.42K - $3.81K
|
5.22K
$576K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-514- 2.82% |
$50.3K - $55.9K
|
17.7K
$1.96M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.45K+ 24.14% |
$142K - $157K
|
7.44K
$822K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
119+ 0.66% |
$11.6K - $12.9K
|
18.2K
$2.01M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-38- 0.67% |
$3.72K - $4.13K
|
5.6K
$618K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
29New |
$2.84K - $3.15K
|
29
$3.2K
|