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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
217+ 8.82% |
$16.9K - $19.8K
|
2.68K
$273K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1K- 3.04% |
$77.7K - $91.2K
|
31.9K
$3.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
802+ 3.96% |
$62.3K - $73.2K
|
21.1K
$2.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
1.76KNew |
$137K - $160K
|
1.76K
$179K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
75New |
$5.83K - $6.84K
|
75
$7.65K
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
19.2KNew |
$1.49M - $1.75M
|
19.2K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
2.23KNew |
$174K - $204K
|
2.23K
$228K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.23KNew |
$95.6K - $112K
|
1.23K
$125K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.41KNew |
$187K - $220K
|
2.41K
$246K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
37New |
$2.88K - $3.38K
|
37
$3.77K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-537- 17.32% |
$41.7K - $49K
|
2.56K
$262K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
60+ 10.62% |
$4.66K - $5.47K
|
625
$63.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.52K- 51.64% |
$196K - $230K
|
2.36K
$240K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-864- 1.33% |
$67.2K - $78.8K
|
63.9K
$6.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
240+ 52.17% |
$18.7K - $21.9K
|
700
$71.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
14+ 0.07% |
$1.09K - $1.28K
|
19.1K
$1.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-60- 27.27% |
$4.66K - $5.47K
|
160
$16.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
266New |
$20.7K - $24.3K
|
266
$27.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
727+ 1.76% |
$56.5K - $66.3K
|
42.1K
$4.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
150New |
$11.7K - $13.7K
|
150
$15.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
158New |
$12.3K - $14.4K
|
158
$16.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.33K+ 5.64% |
$103K - $121K
|
24.8K
$2.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.09% |
$77.7 - $91.2
|
1.06K
$108K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-825- 4.63% |
$64.1K - $75.3K
|
17K
$1.73M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.95KNew |
$229K - $269K
|
2.95K
$301K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
140+ 2.76% |
$10.9K - $12.8K
|
5.21K
$532K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
96+ 33.8% |
$7.75K - $8.38K
|
380
$38.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
24.6KNew |
$1.99M - $2.15M
|
24.6K
$2.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-27.2KClosed |
$2.2M - $2.38M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3K- 37.8% |
$242K - $261K
|
4.93K
$503K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
225+ 5.43% |
$18.2K - $19.6K
|
4.37K
$446K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
575+ 10.53% |
$46.4K - $50.2K
|
6.04K
$616K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-57- 50.44% |
$4.6K - $4.97K
|
56
$5.71K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-172K- 40.87% |
$13.9M - $15M
|
248K
$25.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-4.31KClosed |
$348K - $376K
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.43KNew |
$277K - $299K
|
3.43K
$350K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-249- 5.83% |
$20.1K - $21.7K
|
4.02K
$410K
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-16- 0.22% |
$1.29K - $1.4K
|
7.3K
$745K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-87- 1.18% |
$7.03K - $7.59K
|
7.28K
$742K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
1.82KNew |
$147K - $159K
|
1.82K
$186K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
212New |
$17.1K - $18.5K
|
212
$21.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
400New |
$32.3K - $34.9K
|
400
$40.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
550+ 1.53% |
$44.4K - $48K
|
36.4K
$3.71M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
116+ 1.66% |
$9.37K - $10.1K
|
7.11K
$726K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
436New |
$35.2K - $38K
|
436
$44.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
200New |
$16.2K - $17.5K
|
200
$20.4K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
150New |
$11.4K - $12.6K
|
150
$15.3K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.32KNew |
$634K - $701K
|
8.32K
$849K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.84K- 6.05% |
$141K - $155K
|
28.6K
$2.92M
|
|