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 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
336+ 23.48% |
$22.5K - $27.4K
|
1.77K
$203K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
6+ 0.02% |
$402 - $490
|
24.6K
$2.83M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.4% |
$201 - $245
|
751
$86.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.45% |
$67 - $81.7
|
221
$25.4K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
24.8KNew |
$1.73M - $2.17M
|
24.8K
$2.86M
|
|
|
Jul 22, 2022
Q2 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
5.89KNew |
$410K - $516K
|
5.89K
$679K
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.38KNew |
$235K - $296K
|
3.38K
$389K
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.23KNew |
$225K - $283K
|
3.23K
$372K
|
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3KNew |
$209K - $263K
|
3K
$345K
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
1.92K+ 40.05% |
$134K - $168K
|
6.73K
$774K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.14KNew |
$79.4K - $100K
|
1.14K
$131K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
502New |
$34.9K - $44K
|
502
$57.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
193+ 4.02% |
$13.4K - $16.9K
|
5K
$575K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
134New |
$9.33K - $11.7K
|
134
$15.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
66New |
$4.59K - $5.78K
|
66
$7.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Miramar Capital, LLC
|
BUY
|
- |
55+ 1.07% |
$3.83K - $4.82K
|
5.18K
$596K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
55New |
$3.83K - $4.82K
|
55
$6.33K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
13New |
$905 - $1.14K
|
13
$1.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2+ 0.01% |
$139 - $175
|
22.1K
$2.54M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
116KNew |
$9.25M - $10.9M
|
116K
$13.4M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.8KNew |
$859K - $1.01M
|
10.8K
$1.24M
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.46KNew |
$355K - $417K
|
4.46K
$514K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
510New |
$40.5K - $47.6K
|
510
$58.7K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
207New |
$16.4K - $19.3K
|
207
$23.8K
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
130New |
$10.3K - $12.1K
|
130
$15K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
30New |
$2.38K - $2.8K
|
30
$3.45K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
46.8KNew |
$3.9M - $4.37M
|
46.8K
$5.39M
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
14.3KNew |
$1.19M - $1.33M
|
14.3K
$1.64M
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
1.3KNew |
$108K - $122K
|
1.3K
$150K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.09KNew |
$91.2K - $102K
|
1.09K
$126K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
582New |
$48.5K - $54.4K
|
582
$67K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
150New |
$12.5K - $14K
|
150
$17.3K
|
|
| Q3 2021 | |||||||
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
57.2K+ 93.67% |
$4.7M - $5.03M
|
118K
$13.6M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
335+ 69.79% |
$27.5K - $29.4K
|
815
$93.8K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
50New |
$4.11K - $4.39K
|
50
$5.76K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
3.34KNew |
$259K - $277K
|
3.34K
$385K
|
|
|
Aug 12, 2021
Q2 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.88KNew |
$145K - $155K
|
1.88K
$216K
|
|
| Q1 2021 | |||||||
|
May 18, 2021
Q1 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
150New |
$10.6K - $11.5K
|
150
$17.3K
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
17.3KNew |
$1.08M - $1.24M
|
17.3K
$1.99M
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
4.44KNew |
$276K - $318K
|
4.44K
$511K
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
3.93KNew |
$245K - $281K
|
3.93K
$453K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
1.71KNew |
$106K - $122K
|
1.71K
$197K
|
|
|
Jan 21, 2021
Q4 2020
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1.5K+ 100.0% |
$93.3K - $107K
|
3K
$345K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.35KNew |
$84.3K - $96.9K
|
1.35K
$156K
|
|
|
Feb 12, 2021
Q4 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
575+ 100.0% |
$35.8K - $41.1K
|
1.15K
$132K
|
|
|
Jan 12, 2021
Q4 2020
|
Baldwin Brothers LLC
|
BUY
|
- |
200+ 100.0% |
$12.4K - $14.3K
|
400
$46.1K
|
|
|
Feb 05, 2021
Q4 2020
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20+ 100.0% |
$1.24K - $1.43K
|
40
$4.61K
|
|
| Q3 2019 | |||||||
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.27% |
$55.2 - $56.2
|
368
$42.4K
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.04KNew |
N/A
|
3.04K
$349K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$115
|
|