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 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
9+ 0.34% |
$880 - $979
|
2.65K
$292K
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-10- 0.15% |
$978 - $1.09K
|
6.5K
$717K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
179+ 0.7% |
$17.5K - $19.5K
|
25.7K
$2.84M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.3% |
$391 - $435
|
1.32K
$146K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5+ 0.13% |
$489 - $544
|
3.84K
$424K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.04K- 0.56% |
$102K - $113K
|
185K
$20.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-13- 0.1% |
$1.27K - $1.41K
|
13.2K
$1.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-73- 13.77% |
$7.14K - $7.94K
|
457
$50.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.32% |
$978 - $1.09K
|
3.16K
$348K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
20.7K+ 834.48% |
$2.02M - $2.25M
|
23.1K
$2.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
884New |
$86.5K - $96.2K
|
884
$97.6K
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
28.6K+ 70.19% |
$2.8M - $3.11M
|
69.4K
$7.66M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-99- 4.6% |
$9.68K - $10.8K
|
2.05K
$227K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-360- 3.34% |
$35.2K - $39.2K
|
10.4K
$1.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-2.16K- 7.92% |
$212K - $235K
|
25.2K
$2.78M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-98- 4.62% |
$9.59K - $10.7K
|
2.02K
$223K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-41- 7.61% |
$4.01K - $4.46K
|
498
$55K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-370- 16.04% |
$36.2K - $40.3K
|
1.94K
$214K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-161K- 20.04% |
$15.8M - $17.5M
|
644K
$71.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-191- 3.01% |
$18.7K - $20.8K
|
6.17K
$681K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-36.1K- 28.37% |
$3.53M - $3.92M
|
91K
$10.1M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-182- 3.6% |
$17.8K - $19.8K
|
4.87K
$538K
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 28.57% |
$9.78K - $10.9K
|
250
$27.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-102- 3.86% |
$9.98K - $11.1K
|
2.54K
$281K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.55K- 2.98% |
$152K - $169K
|
50.5K
$5.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.54K+ 1.88% |
$151K - $168K
|
83.5K
$9.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
341+ 2.3% |
$33.4K - $37.1K
|
15.2K
$1.68M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.88KNew |
$184K - $205K
|
1.88K
$208K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
4+ 0.2% |
$391 - $435
|
2.01K
$222K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-620- 6.62% |
$60.6K - $67.4K
|
8.75K
$966K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
185+ 1.73% |
$18.1K - $20.1K
|
10.9K
$1.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-331- 4.09% |
$32.4K - $36K
|
7.76K
$857K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-178- 5.33% |
$17.4K - $19.4K
|
3.16K
$349K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-28- 13.46% |
$2.74K - $3.05K
|
180
$19.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-20- 0.33% |
$1.96K - $2.18K
|
6.1K
$673K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-20.4K- 10.27% |
$1.99M - $2.22M
|
178K
$19.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
288+ 12.78% |
$28.2K - $31.3K
|
2.54K
$281K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
16.2K+ 116.86% |
$1.58M - $1.76M
|
30.1K
$3.32M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 12.59% |
$19.6K - $21.8K
|
1.39K
$153K
|
|
| Q2 2024 | |||||||
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-46- 0.95% |
$4.34K - $4.82K
|
4.78K
$527K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
614New |
$57.9K - $64.3K
|
614
$67.8K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.54K- 10.1% |
$239K - $266K
|
22.6K
$2.5M
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
2.26KNew |
$213K - $237K
|
2.26K
$250K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
9.19KNew |
$866K - $962K
|
9.19K
$1.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-14- 1.29% |
$1.32K - $1.47K
|
1.07K
$118K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.93KNew |
$182K - $202K
|
1.93K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
74+ 1.6% |
$6.98K - $7.75K
|
4.71K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
75New |
$7.07K - $7.86K
|
75
$8.28K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
28K+ 98.67% |
$2.64M - $2.93M
|
56.4K
$6.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.33KNew |
$125K - $139K
|
1.33K
$147K
|
|