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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1.86K+ 11.74% |
$182K - $202K
|
17.7K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.85KNew |
$181K - $202K
|
1.85K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.74K+ 2.97% |
$170K - $189K
|
60.2K
$6.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.71K+ 3.79% |
$167K - $186K
|
46.8K
$5.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.49K+ 4.56% |
$146K - $162K
|
34.1K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.38K+ 3.43% |
$135K - $151K
|
41.7K
$4.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.38K+ 7.79% |
$135K - $150K
|
19K
$2.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
1.16K+ 2.3% |
$114K - $126K
|
51.7K
$5.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.16K+ 8.29% |
$113K - $126K
|
15.1K
$1.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 10.81% |
$108K - $120K
|
11.3K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1.02K+ 25.35% |
$99.8K - $111K
|
5.04K
$581K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$97.8K - $109K
|
1K
$115K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
884New |
$86.5K - $96.2K
|
884
$102K
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
790+ 19.18% |
$77.3K - $85.9K
|
4.91K
$565K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
739New |
$72.3K - $80.4K
|
739
$85.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
721+ 17.17% |
$70.5K - $78.4K
|
4.92K
$567K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
668+ 65.36% |
$65.3K - $72.7K
|
1.69K
$195K
|
|
|
Nov 13, 2024
Q3 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
652+ 9.94% |
$63.8K - $70.9K
|
7.21K
$830K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
629+ 1.83% |
$61.5K - $68.4K
|
34.9K
$4.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
623New |
$60.9K - $67.8K
|
623
$71.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
623+ 3.05% |
$60.9K - $67.8K
|
21K
$2.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
621New |
$60.7K - $67.6K
|
621
$71.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
571+ 2.86% |
$55.8K - $62.1K
|
20.5K
$2.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
537New |
$52.5K - $58.4K
|
537
$61.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
473+ 5.48% |
$46.3K - $51.5K
|
9.11K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
442+ 11.88% |
$43.2K - $48.1K
|
4.16K
$479K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
428+ 23.8% |
$41.9K - $46.6K
|
2.23K
$256K
|
|
|
Oct 24, 2024
Q3 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
422+ 0.4% |
$41.3K - $45.9K
|
105K
$12.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
359+ 0.83% |
$35.1K - $39.1K
|
43.4K
$4.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
351+ 1.72% |
$34.3K - $38.2K
|
20.8K
$2.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
341+ 2.3% |
$33.4K - $37.1K
|
15.2K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
308+ 8.53% |
$30.1K - $33.5K
|
3.92K
$451K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
277+ 9.19% |
$27.1K - $30.1K
|
3.29K
$379K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
259+ 3.24% |
$25.3K - $28.2K
|
8.25K
$950K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
247+ 0.62% |
$24.2K - $26.9K
|
40.3K
$4.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
230+ 1.23% |
$22.5K - $25K
|
19K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
229+ 5.12% |
$22.4K - $24.9K
|
4.7K
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
204+ 7.79% |
$20K - $22.2K
|
2.82K
$325K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
193+ 2.29% |
$18.9K - $21K
|
8.61K
$992K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
192New |
$18.8K - $20.9K
|
192
$22.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
186+ 9.47% |
$18.2K - $20.2K
|
2.15K
$248K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
185+ 1.73% |
$18.1K - $20.1K
|
10.9K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
179+ 0.7% |
$17.5K - $19.5K
|
25.7K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
175+ 1.19% |
$17.1K - $19K
|
14.9K
$1.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
169+ 0.7% |
$16.5K - $18.4K
|
24.2K
$2.79M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
169+ 1.28% |
$16.5K - $18.4K
|
13.4K
$1.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
161New |
$15.7K - $17.5K
|
161
$18.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
143+ 55.43% |
$14K - $15.6K
|
401
$46.2K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
140+ 0.95% |
$13.7K - $15.2K
|
14.8K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
139+ 1.19% |
$13.6K - $15.1K
|
11.8K
$1.36M
|