Latest Institutional Transactions on Ishares Msci Kld 400 Social Et (DSI)
This table provides information on the latest institutional transactions involving Ishares Msci Kld 400 Social Et (DSI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-585- 3.99% |
$57.2K - $63.6K
|
14.1K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
442+ 11.88% |
$43.2K - $48.1K
|
4.16K
$425K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
351+ 1.72% |
$34.3K - $38.2K
|
20.8K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-72- 13.9% |
$7.04K - $7.83K
|
446
$45.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.85KNew |
$181K - $202K
|
1.85K
$189K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-560- 10.41% |
$54.8K - $60.9K
|
4.82K
$492K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.35K+ 157.89% |
$425K - $473K
|
7.11K
$725K
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
12+ 44.44% |
$1.17K - $1.31K
|
39
$3.98K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
67New |
$6.55K - $7.29K
|
67
$6.83K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-122- 1.13% |
$11.9K - $13.3K
|
10.7K
$1.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
161New |
$15.7K - $17.5K
|
161
$16.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$97.8 - $109
|
1
$102
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-115- 12.88% |
$11.2K - $12.5K
|
778
$79.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.86KNew |
$182K - $202K
|
1.86K
$190K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-110- 46.81% |
$10.8K - $12K
|
125
$12.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
25.4KNew |
$2.49M - $2.76M
|
25.4K
$2.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-2.39K- 39.49% |
$234K - $260K
|
3.66K
$374K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-949- 3.23% |
$92.8K - $103K
|
28.4K
$2.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3+ 0.39% |
$293 - $326
|
780
$79.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
60+ 1.44% |
$5.87K - $6.53K
|
4.22K
$430K
|
|
|
Oct 30, 2024
Q3 2024
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
143+ 55.43% |
$14K - $15.6K
|
401
$40.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
2KNew |
$195K - $217K
|
2K
$204K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.09KNew |
$204K - $227K
|
2.09K
$213K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-919- 9.62% |
$89.9K - $100K
|
8.63K
$881K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
4.85K+ 16.68% |
$474K - $528K
|
33.9K
$3.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-37- 1.71% |
$3.62K - $4.03K
|
2.12K
$217K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.16K- 17.71% |
$113K - $126K
|
5.38K
$548K
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-98- 2.08% |
$9.59K - $10.7K
|
4.61K
$470K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 2.56% |
$97.8 - $109
|
40
$4.08K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
29New |
$2.84K - $3.15K
|
29
$2.96K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
537New |
$52.5K - $58.4K
|
537
$54.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2+ 0.45% |
$196 - $218
|
443
$45.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.49K+ 4.56% |
$146K - $162K
|
34.1K
$3.48M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.3K- 8.15% |
$1M - $1.12M
|
116K
$11.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
20.9K+ 4031.6% |
$2.05M - $2.28M
|
21.4K
$2.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.94KNew |
$190K - $211K
|
1.94K
$198K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-278- 2.86% |
$27.2K - $30.2K
|
9.45K
$964K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.08KNew |
$203K - $226K
|
2.08K
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
3.08K+ 26.83% |
$301K - $335K
|
14.5K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-329- 11.44% |
$32.2K - $35.8K
|
2.55K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
7.05KNew |
$690K - $767K
|
7.05K
$720K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
884New |
$86.5K - $96.2K
|
884
$90.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
20.7K+ 834.48% |
$2.02M - $2.25M
|
23.1K
$2.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-98- 4.62% |
$9.59K - $10.7K
|
2.02K
$206K
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-161K- 20.04% |
$15.8M - $17.5M
|
644K
$65.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-102- 3.86% |
$9.98K - $11.1K
|
2.54K
$259K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
185+ 1.73% |
$18.1K - $20.1K
|
10.9K
$1.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.88KNew |
$184K - $205K
|
1.88K
$192K
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 12.59% |
$19.6K - $21.8K
|
1.39K
$142K
|
|
| Q2 2024 | |||||||
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-113- 11.58% |
$10.7K - $11.8K
|
863
$88K
|
|