Latest Institutional Purchases of Ishares Msci Kld 400 Social Et (DSI)

DSI Quotes by TradingView

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 21, 2024 Q3 2024
Castleview Partners, LLC

Dallas, TX
BUY
 -
2
+ 0.45%
$196 - $218
443 $49.6K
Oct 17, 2024 Q3 2024
Financial Advisory Service, Inc.

BUY
 -
2
+ 0.36%
$196 - $218
550 $61.6K
Nov 04, 2024 Q3 2024
Abound Wealth Management

Franklin, TN
BUY
 -
1
New
$97.8 - $109
1 $112
Oct 22, 2024 Q3 2024
Macroview Investment Management LLC

BUY
 -
1
+ 2.56%
$97.8 - $109
40 $4.48K
Q2 2024
Jul 19, 2024 Q2 2024
Williams Financial, LLC

Bennington, VT
BUY
 -
78.4K
New
$7.39M - $8.21M
78.4K $8.78M
Aug 14, 2024 Q2 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
28K
+ 98.67%
$2.64M - $2.93M
56.4K $6.31M
Aug 07, 2024 Q2 2024
Schneider Downs Wealth Management Advisors, LP

BUY
 -
12.2K
+ 117.55%
$1.15M - $1.28M
22.6K $2.53M
Aug 19, 2024 Q2 2024
Hershey Financial Advisers, LLC

Lancaster, PA
BUY
 -
9.19K
New
$866K - $962K
9.19K $1.03M
Aug 13, 2024 Q2 2024
Zevenbergen Capital Investments LLC

Seattle, WA
BUY
 -
4.52K
+ 202.01%
$426K - $473K
6.75K $756K
Aug 12, 2024 Q2 2024
Vanguard Personalized Indexing Management, LLC

Oakland, CA
BUY
 -
3.75K
New
$354K - $393K
3.75K $420K
Aug 09, 2024 Q2 2024
Citizens Financial Group Inc

BUY
 -
3.57K
+ 53.93%
$337K - $374K
10.2K $1.14M
Jul 29, 2024 Q2 2024
Sage Capital Management, LLC

Stockton, NJ
BUY
 -
2.84K
New
$267K - $297K
2.84K $318K
Aug 30, 2024 Q2 2024
Brown Financial Advisors

Milford, OH
BUY
 -
2.26K
New
$213K - $237K
2.26K $253K
Jul 31, 2024 Q2 2024
Bradley & Co. Private Wealth Management, LLC

BUY
 -
2.16K
+ 426.48%
$203K - $226K
2.66K $298K
Aug 15, 2024 Q2 2024
High Falls Advisors, Inc

Rochester, NY
BUY
 -
1.93K
New
$182K - $202K
1.93K $216K
Aug 14, 2024 Q2 2024
Widmann Financial Services, Inc.

BUY
 -
1.33K
New
$125K - $139K
1.33K $149K
Aug 12, 2024 Q2 2024
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
1.21K
+ 9.32%
$114K - $127K
14.2K $1.59M
Sep 30, 2024 Q2 2024
Mattson Financial Services, LLC

Kentwood, MI
BUY
 -
614
New
$57.9K - $64.3K
614 $68.8K
Jul 22, 2024 Q2 2024
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
460
New
$43.4K - $48.2K
460 $51.5K
Aug 12, 2024 Q2 2024
Somerset Group LLC

Wayzata, MN
BUY
 -
430
+ 21.02%
$40.5K - $45.1K
2.48K $277K
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
273
New
$25.7K - $28.6K
273 $30.6K
Aug 09, 2024 Q2 2024
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
218
New
$20.6K - $22.8K
218 $24.4K
Aug 13, 2024 Q2 2024
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
135
+ 16.77%
$12.7K - $14.1K
940 $105K
Jul 26, 2024 Q2 2024
Eagle Bay Advisors LLC

New York, NY
BUY
 -
123
+ 100.0%
$11.6K - $12.9K
246 $27.6K
Jul 23, 2024 Q2 2024
Gyl Financial Synergies, LLC

BUY
 -
103
+ 3.31%
$9.71K - $10.8K
3.22K $360K
Jul 25, 2024 Q2 2024
Raymond James Trust N.A.

BUY
 -
100
+ 0.36%
$9.43K - $10.5K
28.1K $3.15M
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
93
New
$8.77K - $9.74K
93 $10.4K
Jul 10, 2024 Q2 2024
Founders Capital Management

BUY
 -
89
New
$8.39K - $9.32K
89 $9.97K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
88
New
$8.3K - $9.22K
88 $9.86K
Aug 14, 2024 Q2 2024
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
75
New
$7.07K - $7.86K
75 $8.4K
Aug 08, 2024 Q2 2024
Abbrea Capital, LLC

BUY
 -
75
+ 2.01%
$7.07K - $7.86K
3.81K $426K
Aug 14, 2024 Q2 2024
Ellevest, Inc.

BUY
 -
74
+ 1.6%
$6.98K - $7.75K
4.71K $528K
Jul 24, 2024 Q2 2024
Fin Trust Capital Advisors, LLC

BUY
 -
60
+ 136.36%
$5.66K - $6.29K
104 $11.6K
Jul 26, 2024 Q2 2024
Avion Wealth

The Woodlands, TX
BUY
 -
39
New
$3.68K - $4.09K
39 $4.37K
Jul 31, 2024 Q2 2024
Lindbrook Capital, LLC

BUY
 -
27
+ 0.54%
$2.55K - $2.83K
5.07K $567K
Aug 12, 2024 Q2 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
22
New
$2.07K - $2.3K
22 $2.46K
Aug 09, 2024 Q2 2024
Tucker Asset Management LLC

Littleton, CO
BUY
 -
20
New
$1.89K - $2.1K
20 $2.24K
Aug 12, 2024 Q2 2024
Kelly Financial Services LLC

Braintree, MA
BUY
 -
7
+ 18.92%
$660 - $733
44 $4.93K
Jul 25, 2024 Q2 2024
Simplex Trading, LLC

BUY
 -
5
New
$471 - $524
5 $560
Aug 01, 2024 Q2 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
1
+ 0.01%
$94.3 - $105
18.2K $2.04M
Jul 23, 2024 Q2 2024
Private Trust CO Na

BUY
 -
1
+ 0.08%
$94.3 - $105
1.23K $138K
Q1 2024
Apr 12, 2024 Q1 2024
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
32.2K
New
$2.88M - $3.25M
32.2K $3.61M
May 03, 2024 Q1 2024
Petix & Botte CO

BUY
 -
20.1K
New
$1.79M - $2.02M
20.1K $2.25M
May 03, 2024 Q1 2024
Idaho Trust Bank

Boise, ID
BUY
 -
14.7K
New
$1.32M - $1.49M
14.7K $1.65M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
14.1K
+ 77.4%
$1.26M - $1.42M
32.2K $3.61M
May 14, 2024 Q1 2024
1832 Asset Management L.P.

Toronto, A6
BUY
 -
7.65K
+ 78.01%
$682K - $771K
17.4K $1.95M
May 15, 2024 Q1 2024
Flow Traders U.S. LLC

New York, NY
BUY
 -
6.85K
New
$611K - $690K
6.85K $767K
Apr 09, 2024 Q1 2024
Montecito Bank & Trust

BUY
 -
5.44K
New
$486K - $549K
5.44K $610K
Aug 13, 2024 Q1 2024
Prospera Financial Services Inc

BUY
 -
4.42K
New
$395K - $446K
4.42K $495K

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