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 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.84K- 7.9% |
$278K - $309K
|
33.1K
$3.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
20.9K+ 4031.6% |
$2.05M - $2.28M
|
21.4K
$2.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.3K- 8.15% |
$1M - $1.12M
|
116K
$12.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
18+ 0.32% |
$1.76K - $1.96K
|
5.71K
$630K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.49K+ 4.56% |
$146K - $162K
|
34.1K
$3.77M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-346- 0.92% |
$33.8K - $37.6K
|
37.2K
$4.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17- 0.01% |
$1.66K - $1.85K
|
218K
$24M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.16K+ 2.3% |
$114K - $126K
|
51.7K
$5.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-642- 8.35% |
$62.8K - $69.8K
|
7.05K
$778K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.94KNew |
$190K - $211K
|
1.94K
$214K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.06KNew |
$201K - $224K
|
2.06K
$227K
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-234- 2.92% |
$22.9K - $25.5K
|
7.77K
$858K
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-10- 0.52% |
$978 - $1.09K
|
1.93K
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-845- 18.8% |
$82.6K - $91.9K
|
3.65K
$403K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-363- 4.32% |
$35.5K - $39.5K
|
8.04K
$887K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
606+ 3.8% |
$59.3K - $65.9K
|
16.5K
$1.83M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-25.7K- 62.61% |
$2.51M - $2.8M
|
15.4K
$1.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.36% |
$196 - $218
|
550
$60.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
840+ 31.32% |
$82.2K - $91.4K
|
3.52K
$389K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
478+ 8.75% |
$46.8K - $52K
|
5.94K
$656K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.08KNew |
$203K - $226K
|
2.08K
$229K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.38% |
$293 - $326
|
795
$87.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-278- 2.86% |
$27.2K - $30.2K
|
9.45K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.7KNew |
$362K - $403K
|
3.7K
$409K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.37K- 39.05% |
$330K - $367K
|
5.26K
$581K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
72+ 3.0% |
$7.04K - $7.83K
|
2.47K
$273K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3.84K- 38.09% |
$375K - $418K
|
6.24K
$689K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
428+ 23.8% |
$41.9K - $46.6K
|
2.23K
$246K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-41- 0.16% |
$4.01K - $4.46K
|
25.2K
$2.79M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.9K+ 32.26% |
$1.26M - $1.4M
|
52.8K
$5.83M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.01K- 12.07% |
$685K - $762K
|
51K
$5.63M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.1K- 15.45% |
$304K - $338K
|
17K
$1.87M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.04KNew |
$591K - $657K
|
6.04K
$667K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
7.05KNew |
$690K - $767K
|
7.05K
$779K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-794- 1.51% |
$77.7K - $86.4K
|
51.8K
$5.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-790- 6.03% |
$77.3K - $85.9K
|
12.3K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.86K+ 11.74% |
$182K - $202K
|
17.7K
$1.95M
|
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-295- 0.46% |
$28.9K - $32.1K
|
64.1K
$7.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-322- 6.22% |
$31.5K - $35K
|
4.86K
$536K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-329- 11.44% |
$32.2K - $35.8K
|
2.55K
$281K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-213- 0.57% |
$20.8K - $23.2K
|
37.5K
$4.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
3.08K+ 26.83% |
$301K - $335K
|
14.5K
$1.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-104- 1.65% |
$10.2K - $11.3K
|
6.2K
$685K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-360- 9.59% |
$35.2K - $39.2K
|
3.39K
$375K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.94K+ 4.06% |
$190K - $211K
|
49.7K
$5.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
473+ 5.48% |
$46.3K - $51.5K
|
9.11K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
First Pacific Financial
|
BUY
|
- |
3.42KNew |
$334K - $372K
|
3.42K
$377K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
30+ 0.63% |
$2.93K - $3.26K
|
4.78K
$527K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-25- 0.4% |
$2.45K - $2.72K
|
6.27K
$692K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-5.52K- 20.57% |
$540K - $600K
|
21.3K
$2.35M
|