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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
22New |
$2.07K - $2.3K
|
22
$2.24K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20New |
$1.89K - $2.1K
|
20
$2.04K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
7+ 18.92% |
$660 - $733
|
44
$4.49K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
5New |
$471 - $524
|
5
$510
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$94.3 - $105
|
18.2K
$1.86M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
1+ 0.08% |
$94.3 - $105
|
1.23K
$126K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
32.2KNew |
$2.88M - $3.25M
|
32.2K
$3.29M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
20.1KNew |
$1.79M - $2.02M
|
20.1K
$2.05M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
14.7KNew |
$1.32M - $1.49M
|
14.7K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.1K+ 77.4% |
$1.26M - $1.42M
|
32.2K
$3.29M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
7.65K+ 78.01% |
$682K - $771K
|
17.4K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.85KNew |
$611K - $690K
|
6.85K
$698K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
5.44KNew |
$486K - $549K
|
5.44K
$555K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
4.42KNew |
$395K - $446K
|
4.42K
$451K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.92KNew |
$350K - $395K
|
3.92K
$400K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
3.82KNew |
$341K - $385K
|
3.82K
$390K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
3.35KNew |
$299K - $338K
|
3.35K
$342K
|
|
|
Apr 30, 2024
Q1 2024
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
2.17KNew |
$194K - $219K
|
2.17K
$221K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
2.1KNew |
$187K - $211K
|
2.1K
$214K
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
2.05KNew |
$183K - $207K
|
2.05K
$209K
|
|
|
Apr 17, 2024
Q1 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2.04KNew |
$182K - $206K
|
2.04K
$208K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.04KNew |
$182K - $206K
|
2.04K
$208K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.01K+ 3.05% |
$180K - $203K
|
67.9K
$6.93M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.01KNew |
$179K - $202K
|
2.01K
$205K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
2KNew |
$179K - $202K
|
2K
$204K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
2KNew |
$179K - $202K
|
2K
$204K
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
2KNew |
$178K - $201K
|
2K
$204K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
996New |
$88.9K - $100K
|
996
$102K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
500+ 7.0% |
$44.6K - $50.4K
|
7.64K
$779K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
406New |
$36.2K - $40.9K
|
406
$41.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
104New |
$9.28K - $10.5K
|
104
$10.6K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
50New |
$4.46K - $5.04K
|
50
$5.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
30+ 1.08% |
$2.68K - $3.02K
|
2.8K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
28+ 3.78% |
$2.5K - $2.82K
|
768
$78.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
26+ 0.14% |
$2.32K - $2.62K
|
19.2K
$1.96M
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.24% |
$179 - $202
|
826
$84.3K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
19.2KNew |
$1.49M - $1.75M
|
19.2K
$1.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
12.9KNew |
$1.01M - $1.18M
|
12.9K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.04KNew |
$469K - $551K
|
6.04K
$616K
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
4.18KNew |
$325K - $381K
|
4.18K
$426K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
2.95KNew |
$229K - $269K
|
2.95K
$301K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2.41KNew |
$187K - $220K
|
2.41K
$246K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
2.23KNew |
$174K - $204K
|
2.23K
$228K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.85KNew |
$144K - $169K
|
1.85K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
1.85KNew |
$144K - $169K
|
1.85K
$189K
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
1.76KNew |
$137K - $160K
|
1.76K
$179K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.33K+ 5.64% |
$103K - $121K
|
24.8K
$2.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.23KNew |
$95.6K - $112K
|
1.23K
$125K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
802+ 3.96% |
$62.3K - $73.2K
|
21.1K
$2.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
727+ 1.76% |
$56.5K - $66.3K
|
42.1K
$4.29M
|
|