Latest Institutional Purchases of Ishares Msci Kld 400 Social Et (DSI)
This list provides information on the latest institutional transactions involving Ishares Msci Kld 400 Social Et (DSI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 2.21% |
$10.3M - $11.4M
|
4.87M
$561M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
33.1K+ 699.2% |
$3.24M - $3.6M
|
37.8K
$4.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
33K+ 35.43% |
$3.22M - $3.59M
|
126K
$14.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
30.1KNew |
$2.95M - $3.28M
|
30.1K
$3.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.7K+ 10.24% |
$2.61M - $2.91M
|
288K
$33.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
25.4KNew |
$2.49M - $2.76M
|
25.4K
$2.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
20.9K+ 4031.6% |
$2.05M - $2.28M
|
21.4K
$2.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
20.7K+ 834.48% |
$2.02M - $2.25M
|
23.1K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.4K+ 67.37% |
$1.8M - $2M
|
45.7K
$5.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
17.2KNew |
$1.69M - $1.88M
|
17.2K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
17.1KNew |
$1.67M - $1.86M
|
17.1K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
10.4K+ 3.76% |
$1.01M - $1.13M
|
286K
$32.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
10.1KNew |
$989K - $1.1M
|
10.1K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.79K+ 5.64% |
$860K - $956K
|
165K
$19M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.38K+ 1817.73% |
$722K - $803K
|
7.79K
$896K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
7.05KNew |
$690K - $767K
|
7.05K
$812K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.47KNew |
$633K - $704K
|
6.47K
$745K
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
6.07K+ 94.7% |
$594K - $660K
|
12.5K
$1.44M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5.85K+ 4.91% |
$572K - $636K
|
125K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.94K+ 1.62% |
$483K - $538K
|
309K
$35.6M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
4.85K+ 16.68% |
$474K - $528K
|
33.9K
$3.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.64KNew |
$454K - $505K
|
4.64K
$535K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.35K+ 157.89% |
$425K - $473K
|
7.11K
$818K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4.31KNew |
$421K - $468K
|
4.31K
$496K
|
|
|
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
4.25KNew |
$416K - $462K
|
4.25K
$489K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.13K+ 234.64% |
$404K - $450K
|
5.89K
$679K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
3.93KNew |
$385K - $428K
|
3.93K
$453K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.5KNew |
$342K - $381K
|
3.5K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.27KNew |
$319K - $355K
|
3.27K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.17KNew |
$310K - $345K
|
3.17K
$365K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
3.08K+ 26.83% |
$301K - $335K
|
14.5K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.9K+ 4.82% |
$284K - $316K
|
63.2K
$7.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
2.67K+ 11.48% |
$261K - $290K
|
25.9K
$2.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
2.57K+ 6.53% |
$251K - $279K
|
41.9K
$4.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.42KNew |
$236K - $263K
|
2.42K
$278K
|
|
|
Nov 08, 2024
Q3 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
2.2KNew |
$215K - $239K
|
2.2K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.13K+ 13.76% |
$209K - $232K
|
17.6K
$2.03M
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
2.11KNew |
$206K - $229K
|
2.11K
$243K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.09KNew |
$204K - $227K
|
2.09K
$241K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.08KNew |
$203K - $226K
|
2.08K
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.07KNew |
$202K - $225K
|
2.07K
$238K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.06KNew |
$201K - $224K
|
2.06K
$237K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2KNew |
$195K - $217K
|
2K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.95K+ 10.24% |
$191K - $212K
|
21K
$2.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.94KNew |
$190K - $211K
|
1.94K
$223K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.94K+ 4.06% |
$190K - $211K
|
49.7K
$5.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.91KNew |
$187K - $207K
|
1.91K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
1.91KNew |
$186K - $207K
|
1.91K
$219K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.88KNew |
$184K - $205K
|
1.88K
$217K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.86KNew |
$182K - $202K
|
1.86K
$214K
|