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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
996New |
$88.9K - $100K
|
996
$115K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
500+ 7.0% |
$44.6K - $50.4K
|
7.64K
$880K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
406New |
$36.2K - $40.9K
|
406
$46.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
146+ 101.39% |
$13K - $14.7K
|
290
$33.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
104New |
$9.28K - $10.5K
|
104
$12K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
50New |
$4.46K - $5.04K
|
50
$5.76K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
30+ 1.08% |
$2.68K - $3.02K
|
2.8K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
28+ 3.78% |
$2.5K - $2.82K
|
768
$88.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
26+ 0.14% |
$2.32K - $2.62K
|
19.2K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
10+ 0.13% |
$893 - $1.01K
|
7.91K
$911K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.24% |
$179 - $202
|
826
$95.1K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
19.2KNew |
$1.49M - $1.75M
|
19.2K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.9KNew |
$1.01M - $1.18M
|
12.9K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.04KNew |
$469K - $551K
|
6.04K
$695K
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
4.18KNew |
$325K - $381K
|
4.18K
$481K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.95KNew |
$229K - $269K
|
2.95K
$339K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.41KNew |
$187K - $220K
|
2.41K
$277K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
2.23KNew |
$174K - $204K
|
2.23K
$257K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.85KNew |
$144K - $169K
|
1.85K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
1.85KNew |
$144K - $169K
|
1.85K
$213K
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
1.76KNew |
$137K - $160K
|
1.76K
$203K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.33K+ 5.64% |
$103K - $121K
|
24.8K
$2.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.23KNew |
$95.6K - $112K
|
1.23K
$142K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
802+ 3.96% |
$62.3K - $73.2K
|
21.1K
$2.43M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
727+ 1.76% |
$56.5K - $66.3K
|
42.1K
$4.85M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
521New |
$40.5K - $47.5K
|
521
$60K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
266New |
$20.7K - $24.3K
|
266
$30.6K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
241New |
$18.7K - $22K
|
241
$27.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
240+ 52.17% |
$18.7K - $21.9K
|
700
$80.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
217+ 8.82% |
$16.9K - $19.8K
|
2.68K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
180New |
$14K - $16.4K
|
180
$20.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
158New |
$12.3K - $14.4K
|
158
$18.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
150New |
$11.7K - $13.7K
|
150
$17.3K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
146+ 102.1% |
$11.4K - $13.3K
|
289
$33.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
140+ 2.76% |
$10.9K - $12.8K
|
5.21K
$600K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
133New |
$10.3K - $12.1K
|
133
$15.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
75New |
$5.83K - $6.84K
|
75
$8.64K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
60+ 10.62% |
$4.66K - $5.47K
|
625
$72K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
37New |
$2.88K - $3.38K
|
37
$4.26K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
26+ 1.96% |
$2.02K - $2.37K
|
1.35K
$155K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
14+ 0.07% |
$1.09K - $1.28K
|
19.1K
$2.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.09% |
$77.7 - $91.2
|
1.06K
$122K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.6KNew |
$1.99M - $2.15M
|
24.6K
$2.83M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
14.9KNew |
$1.21M - $1.3M
|
14.9K
$1.72M
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.43KNew |
$277K - $299K
|
3.43K
$395K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.82KNew |
$147K - $159K
|
1.82K
$209K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
575+ 10.53% |
$46.4K - $50.2K
|
6.04K
$695K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
550+ 1.53% |
$44.4K - $48K
|
36.4K
$4.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
436New |
$35.2K - $38K
|
436
$50.2K
|
|