Latest Institutional Transactions on Ishares Msci Kld 400 Social Et (DSI)

DSI Quotes by TradingView

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
Jan 20, 2021 Q4 2020
Transform Wealth, LLC

SELL
 -
-2.07K
Closed
$129K - $148K
0 $0
Jan 19, 2021 Q4 2020
Aevitas Wealth Management, Inc.

SELL
 -
-3.69K
Closed
$230K - $264K
0 $0
Jan 12, 2021 Q4 2020
Baldwin Brothers LLC

BUY
 -
200
+ 100.0%
$12.4K - $14.3K
400 $40.8K
Jan 12, 2021 Q4 2020
Mcia Inc

BUY
 -
4.44K
New
$276K - $318K
4.44K $453K
Q3 2020
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-157
Closed
$9.32K - $10.7K
0 $0
Nov 10, 2020 Q3 2020
Cfm Wealth Partners LLC

SELL
 -
-180
Closed
$10.7K - $12.3K
0 $0
Nov 09, 2020 Q3 2020
Marcum Wealth, LLC

SELL
 -
-4.07K
Closed
$242K - $278K
0 $0
Nov 09, 2020 Q3 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-780
Closed
$46.3K - $53.3K
0 $0
Oct 28, 2020 Q3 2020
Valeo Financial Advisors, LLC

SELL
 -
-130
Closed
$7.72K - $8.88K
0 $0
Oct 26, 2020 Q3 2020
Merriman Wealth Management, LLC

SELL
 -
-5.03K
Closed
$299K - $344K
0 $0
Oct 13, 2020 Q3 2020
Northside Capital Management, LLC

SELL
 -
-6.6K
Closed
$392K - $451K
0 $0
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-26
- 3.85%
$1.21K - $1.59K
649 $66.2K
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-436
Closed
$20.3K - $26.7K
0 $0
Aug 14, 2020 Q2 2020
Financial Enhancement Group LLC

Anderson, IN
SELL
 -
-458
Closed
$21.4K - $28K
0 $0
Aug 13, 2020 Q2 2020
Mandatum Life Insurance CO LTD

SELL
 -
-15K
Closed
$700K - $919K
0 $0
Aug 13, 2020 Q2 2020
New England Professional Planning Group Inc.

SELL
 -
-3.24K
Closed
$151K - $199K
0 $0
Aug 03, 2020 Q2 2020
Time Scale Financial, Inc.

SELL
 -
-467
Closed
$21.8K - $28.6K
0 $0
Jul 30, 2020 Q2 2020
Community Bank, N.A.

SELL
 -
-97
Closed
$4.53K - $5.94K
0 $0
Jul 27, 2020 Q2 2020
S.A. Mason LLC

SELL
 -
-100
Closed
$4.67K - $6.12K
0 $0
Q1 2020
Jun 03, 2020 Q1 2020
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-22
Closed
$928 - $1.41K
0 $0
May 18, 2020 Q1 2020
Adalta Capital Management LLC

New York, NY
SELL
 -
-3.89K
Closed
$164K - $249K
0 $0
May 15, 2020 Q1 2020
Sawtooth Solutions, LLC

SELL
 -
-14.2K
Closed
$600K - $911K
0 $0
May 14, 2020 Q1 2020
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-1.02K
Closed
$42.9K - $65.1K
0 $0
May 14, 2020 Q1 2020
Stuart Chaussee & Associates, Inc.

SELL
 -
-555
Closed
$23.4K - $35.5K
0 $0
May 14, 2020 Q1 2020
Bsw Wealth Partners

Boulder, CO
SELL
 -
-2.73K
Closed
$115K - $175K
0 $0
May 11, 2020 Q1 2020
E Rn Financial, LLC

SELL
 -
-2.01K
Closed
$84.6K - $128K
0 $0
May 11, 2020 Q1 2020
Rice Partnership, LLC

SELL
 -
-35
Closed
$1.48K - $2.24K
0 $0
May 08, 2020 Q1 2020
Fiera Capital Corp

Montreal, A8
SELL
 -
-2.53K
Closed
$107K - $162K
0 $0
May 07, 2020 Q1 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-45
Closed
$1.9K - $2.88K
0 $0
May 07, 2020 Q1 2020
Anfield Capital Management, LLC

Newport Beach, CA
SELL
 -
-5.81K
Closed
$245K - $372K
0 $0
May 04, 2020 Q1 2020
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-458
Closed
$19.3K - $29.3K
0 $0
Apr 29, 2020 Q1 2020
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-4.7K
Closed
$198K - $301K
0 $0
Apr 14, 2020 Q1 2020
John G Ullman & Associates Inc

SELL
 -
-3.7K
Closed
$156K - $237K
0 $0
Q4 2019
Feb 11, 2020 Q4 2019
Edge Capital Group, LLC

SELL
 -
-3.67K
Closed
$197K - $222K
0 $0
Jan 29, 2020 Q4 2019
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-75
Closed
$4.03K - $4.53K
0 $0
Jan 08, 2020 Q4 2019
Vista Private Wealth Partners. LLC

SELL
 -
-716
Closed
$38.5K - $43.2K
0 $0
Q3 2019
Nov 13, 2019 Q3 2019
Loomis Sayles & CO L P

SELL
 -
-13
Closed
$717 - $730
0 $0
Nov 13, 2019 Q3 2019
American Century Companies Inc

Kansas City, MO
SELL
 -
-42.9K
Closed
$2.37M - $2.41M
0 $0
Oct 30, 2019 Q3 2019
Executive Wealth Management, LLC

BUY
 -
1
+ 0.27%
$55.2 - $56.2
368 $37.5K
Oct 30, 2019 Q3 2019
Essex Savings Bank

SELL
 -
-611
Closed
$33.7K - $34.3K
0 $0
Oct 24, 2019 Q3 2019
Avondale Wealth Management

SELL
 -
-33
Closed
$1.82K - $1.85K
0 $0
Q2 2019
Aug 14, 2019 Q2 2019
Geode Capital Management, LLC

Boston, MA
SELL
 -
-82.7K
Closed
N/A
0 $0
Aug 14, 2019 Q2 2019
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
3.04K
New
N/A
3.04K $310K
Aug 06, 2019 Q2 2019
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-89
Closed
N/A
0 $0
Aug 02, 2019 Q2 2019
Occidental Asset Management, LLC

SELL
 -
-2.4K
Closed
N/A
0 $0
Jul 19, 2019 Q2 2019
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-537
Closed
N/A
0 $0
Jul 15, 2019 Q2 2019
First Hawaiian Bank

SELL
 -
-738
Closed
N/A
0 $0
Jul 10, 2019 Q2 2019
Dubuque Bank & Trust CO

SELL
 -
-21
Closed
N/A
0 $0
Q1 2019
May 15, 2019 Q1 2019
Claybrook Capital, LLC

SELL
 -
-1.17K
Closed
N/A
0 $0

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