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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
727+ 1.76% |
$56.5K - $66.3K
|
42.1K
$5.02M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
521New |
$40.5K - $47.5K
|
521
$62.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
266New |
$20.7K - $24.3K
|
266
$31.7K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
241New |
$18.7K - $22K
|
241
$28.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
240+ 52.17% |
$18.7K - $21.9K
|
700
$83.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
217+ 8.82% |
$16.9K - $19.8K
|
2.68K
$319K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
180New |
$14K - $16.4K
|
180
$21.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
158New |
$12.3K - $14.4K
|
158
$18.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
150New |
$11.7K - $13.7K
|
150
$17.9K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
146+ 102.1% |
$11.4K - $13.3K
|
289
$34.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
140+ 2.76% |
$10.9K - $12.8K
|
5.21K
$621K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
133New |
$10.3K - $12.1K
|
133
$15.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
75New |
$5.83K - $6.84K
|
75
$8.93K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
60+ 10.62% |
$4.66K - $5.47K
|
625
$74.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
37New |
$2.88K - $3.38K
|
37
$4.41K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.09% |
$77.7 - $91.2
|
1.06K
$126K
|
|
|
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
$2.93M
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.43KNew |
$277K - $299K
|
3.43K
$408K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.82KNew |
$147K - $159K
|
1.82K
$217K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
575+ 10.53% |
$46.4K - $50.2K
|
6.04K
$719K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
550+ 1.53% |
$44.4K - $48K
|
36.4K
$4.34M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
400New |
$32.3K - $34.9K
|
400
$47.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
225+ 5.43% |
$18.2K - $19.6K
|
4.37K
$521K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
212New |
$17.1K - $18.5K
|
212
$25.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$16.2K - $17.5K
|
200
$23.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
116+ 1.66% |
$9.37K - $10.1K
|
7.11K
$847K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
96+ 33.8% |
$7.75K - $8.38K
|
380
$45.3K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.32KNew |
$634K - $701K
|
8.32K
$991K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
8.24KNew |
$628K - $694K
|
8.24K
$981K
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.34KNew |
$560K - $619K
|
7.34K
$875K
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.27KNew |
$249K - $275K
|
3.27K
$389K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.03KNew |
$231K - $255K
|
3.03K
$361K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.41KNew |
$107K - $118K
|
1.41K
$167K
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.18KNew |
$89.9K - $99.3K
|
1.18K
$140K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
477+ 10.38% |
$36.4K - $40.2K
|
5.07K
$604K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
304New |
$23.2K - $25.6K
|
304
$36.2K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
150New |
$11.4K - $12.6K
|
150
$17.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14New |
$1.07K - $1.18K
|
14
$1.67K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.36% |
$76.2 - $84.2
|
275
$32.8K
|
|
| Q1 2023 | |||||||
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
777KNew |
$55.2M - $61.5M
|
777K
$92.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
438New |
$31.1K - $34.7K
|
438
$52.2K
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
360+ 195.65% |
$25.6K - $28.5K
|
544
$64.8K
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
204+ 4.53% |
$14.5K - $16.2K
|
4.71K
$561K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
80+ 1.06% |
$5.69K - $6.34K
|
7.63K
$908K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
56New |
$3.98K - $4.44K
|
56
$6.67K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
36New |
$2.56K - $2.85K
|
36
$4.29K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
10+ 0.08% |
$711 - $792
|
12.1K
$1.44M
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
3.64KNew |
$242K - $280K
|
3.64K
$434K
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3.13KNew |
$208K - $241K
|
3.13K
$373K
|
|