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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.34KNew |
$560K - $619K
|
7.34K
$931K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14New |
$1.07K - $1.18K
|
14
$1.78K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-50- 1.22% |
$3.81K - $4.21K
|
4.06K
$515K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.03KNew |
$231K - $255K
|
3.03K
$385K
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
3.27KNew |
$249K - $275K
|
3.27K
$414K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.41KNew |
$107K - $118K
|
1.41K
$178K
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.16K- 39.83% |
$82.5K - $92K
|
1.75K
$222K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
36New |
$2.56K - $2.85K
|
36
$4.56K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-84- 7.57% |
$5.97K - $6.65K
|
1.03K
$130K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-38- 18.63% |
$2.7K - $3.01K
|
166
$21K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.49K- 10.09% |
$177K - $197K
|
22.2K
$2.82M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
80+ 1.06% |
$5.69K - $6.34K
|
7.63K
$967K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
56New |
$3.98K - $4.44K
|
56
$7.1K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-809- 21.41% |
$57.5K - $64.1K
|
2.97K
$376K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-52- 53.61% |
$3.7K - $4.12K
|
45
$5.71K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
777KNew |
$55.2M - $61.5M
|
777K
$98.5M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.12K- 88.42% |
$79.2K - $88.3K
|
146
$18.5K
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
360+ 195.65% |
$25.6K - $28.5K
|
544
$69K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-146- 0.87% |
$10.4K - $11.6K
|
16.6K
$2.11M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
10+ 0.08% |
$711 - $792
|
12.1K
$1.54M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
204+ 4.53% |
$14.5K - $16.2K
|
4.71K
$597K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
438New |
$31.1K - $34.7K
|
438
$55.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-202- 4.69% |
$14.4K - $16K
|
4.11K
$521K
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-750- 5.89% |
$53.3K - $59.4K
|
12K
$1.52M
|
|
| Q4 2022 | |||||||
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
170New |
$11.3K - $13.1K
|
170
$21.6K
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-275- 5.94% |
$18.2K - $21.2K
|
4.35K
$552K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
606New |
$40.2K - $46.6K
|
606
$76.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.94K+ 159.79% |
$128K - $149K
|
3.15K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.03KClosed |
$201K - $233K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
500New |
$33.2K - $38.5K
|
500
$63.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
56New |
$3.72K - $4.31K
|
56
$7.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-745- 1.63% |
$49.4K - $57.3K
|
45.1K
$5.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.77K+ 21.41% |
$184K - $213K
|
15.7K
$1.99M
|
|
|
Feb 10, 2023
Q4 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
3.64KNew |
$242K - $280K
|
3.64K
$462K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
92New |
$6.11K - $7.08K
|
92
$11.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
468+ 312.0% |
$31.1K - $36K
|
618
$78.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
17New |
$1.13K - $1.31K
|
17
$2.16K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1K+ 3.33% |
$66.5K - $77.1K
|
31.1K
$3.94M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2New |
$133 - $154
|
2
$254
|
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-92- 2.43% |
$6.11K - $7.08K
|
3.7K
$469K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
150New |
$9.95K - $11.5K
|
150
$19K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
329New |
$21.8K - $25.3K
|
329
$41.7K
|
|
| Q3 2022 | |||||||
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
428+ 27.19% |
$28.7K - $35K
|
2K
$254K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 0.45% |
$67 - $81.7
|
221
$28K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.64K- 12.89% |
$110K - $134K
|
11.1K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-313- 69.56% |
$21K - $25.6K
|
137
$17.4K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-14.9K- 8.32% |
$996K - $1.22M
|
164K
$20.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-7.46KClosed |
$499K - $609K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
6+ 0.02% |
$402 - $490
|
24.6K
$3.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.19K- 4.98% |
$79.6K - $97K
|
22.7K
$2.87M
|
|