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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-277- 6.34% |
$26.1K - $29K
|
4.09K
$452K
|
|
|
Aug 13, 2024
Q2 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.57KNew |
$337K - $374K
|
3.57K
$395K
|
|
|
Aug 13, 2024
Q2 2024
|
Zevenbergen Capital Investments LLC
Seattle, WA |
BUY
|
- |
4.52K+ 202.01% |
$426K - $473K
|
6.75K
$745K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
135+ 16.77% |
$12.7K - $14.1K
|
940
$104K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.58K- 3.65% |
$337K - $375K
|
94.5K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-228- 6.93% |
$21.5K - $23.9K
|
3.06K
$338K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-148- 3.04% |
$14K - $15.5K
|
4.72K
$522K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-108- 0.82% |
$10.2K - $11.3K
|
13.1K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-8- 0.11% |
$754 - $838
|
7.41K
$818K
|
|
|
Aug 12, 2024
Q2 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
3.75KNew |
$354K - $393K
|
3.75K
$415K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-207- 5.19% |
$19.5K - $21.7K
|
3.79K
$418K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.21K+ 9.32% |
$114K - $127K
|
14.2K
$1.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
22New |
$2.07K - $2.3K
|
22
$2.43K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7+ 18.92% |
$660 - $733
|
44
$4.86K
|
|
|
Aug 12, 2024
Q2 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
430+ 21.02% |
$40.5K - $45.1K
|
2.48K
$273K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-6- 0.44% |
$566 - $629
|
1.36K
$150K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20New |
$1.89K - $2.1K
|
20
$2.21K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
218New |
$20.6K - $22.8K
|
218
$24.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
3.57K+ 53.93% |
$337K - $374K
|
10.2K
$1.13M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
75+ 2.01% |
$7.07K - $7.86K
|
3.81K
$420K
|
|
|
Aug 07, 2024
Q2 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
12.2K+ 117.55% |
$1.15M - $1.28M
|
22.6K
$2.49M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-125- 5.46% |
$11.8K - $13.1K
|
2.17K
$239K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-374- 4.84% |
$35.3K - $39.2K
|
7.36K
$812K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-12- 26.67% |
$1.13K - $1.26K
|
33
$3.64K
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-46- 0.74% |
$4.34K - $4.82K
|
6.17K
$681K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
88New |
$8.3K - $9.22K
|
88
$9.72K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
273New |
$25.7K - $28.6K
|
273
$30.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-551- 11.51% |
$51.9K - $57.7K
|
4.24K
$468K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$94.3 - $105
|
18.2K
$2.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-100- 2.05% |
$9.43K - $10.5K
|
4.79K
$529K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-7.61K- 56.94% |
$718K - $798K
|
5.76K
$636K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-244- 2.6% |
$23K - $25.6K
|
9.16K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
2.16K+ 426.48% |
$203K - $226K
|
2.66K
$294K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
27+ 0.54% |
$2.55K - $2.83K
|
5.07K
$559K
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-50- 1.56% |
$4.71K - $5.24K
|
3.16K
$349K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
93New |
$8.77K - $9.74K
|
93
$10.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Zevin Asset Management LLC
|
SELL
|
- |
-1- 0.04% |
$94.3 - $105
|
2.24K
$247K
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
2.84KNew |
$267K - $297K
|
2.84K
$313K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-25- 0.47% |
$2.36K - $2.62K
|
5.35K
$591K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.75KNew |
$354K - $393K
|
3.75K
$414K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
39New |
$3.68K - $4.09K
|
39
$4.31K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
123+ 100.0% |
$11.6K - $12.9K
|
246
$27.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
5New |
$471 - $524
|
5
$552
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1.99K- 82.91% |
$188K - $209K
|
411
$45.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
100+ 0.36% |
$9.43K - $10.5K
|
28.1K
$3.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
60+ 136.36% |
$5.66K - $6.29K
|
104
$11.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.47% |
$94.3 - $105
|
216
$23.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
103+ 3.31% |
$9.71K - $10.8K
|
3.22K
$355K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.08% |
$94.3 - $105
|
1.23K
$136K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
17+ 0.82% |
$1.6K - $1.78K
|
2.1K
$232K
|