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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-220- 4.58% |
$20.2K - $25.6K
|
4.59K
$546K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.18K+ 5.44% |
$200K - $253K
|
42.2K
$5.03M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
162+ 1.84% |
$14.8K - $18.8K
|
8.95K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
764+ 6.4% |
$70K - $88.7K
|
12.7K
$1.51M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-19.1K- 38.28% |
$1.75M - $2.22M
|
30.9K
$3.68M
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-667- 12.03% |
$61.1K - $77.5K
|
4.88K
$581K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
21+ 0.26% |
$1.92K - $2.44K
|
8.03K
$957K
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-30- 0.49% |
$2.75K - $3.48K
|
6.13K
$730K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.32K+ 15.4% |
$120K - $153K
|
9.85K
$1.17M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-93.8K- 93.08% |
$8.59M - $10.9M
|
6.97K
$830K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
500+ 1.96% |
$45.8K - $58.1K
|
26K
$3.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
357+ 0.44% |
$32.7K - $41.5K
|
81.2K
$9.68M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
2.61KNew |
$239K - $303K
|
2.61K
$311K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
89+ 4.25% |
$8.15K - $10.3K
|
2.18K
$260K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.97K+ 6.16% |
$272K - $345K
|
51.2K
$6.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.67K- 3.23% |
$245K - $311K
|
80K
$9.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
4.48KNew |
$410K - $520K
|
4.48K
$533K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
256+ 7.47% |
$23.5K - $29.7K
|
3.68K
$439K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.76KNew |
$161K - $204K
|
1.76K
$209K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.88K+ 1.46% |
$172K - $218K
|
130K
$15.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.62K+ 30.3% |
$331K - $420K
|
15.5K
$1.85M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-2.27K- 55.65% |
$208K - $264K
|
1.81K
$216K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-325- 2.49% |
$29.8K - $37.8K
|
12.7K
$1.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-54- 10.36% |
$4.95K - $6.27K
|
467
$55.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
4.65K+ 22.31% |
$426K - $540K
|
25.5K
$3.04M
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
15+ 0.3% |
$1.37K - $1.74K
|
4.97K
$592K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
28+ 17.39% |
$2.57K - $3.25K
|
189
$22.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-171- 4.29% |
$15.7K - $19.9K
|
3.81K
$454K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
2.87KNew |
$263K - $334K
|
2.87K
$342K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
11.3KNew |
$1.03M - $1.31M
|
11.3K
$1.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-131- 4.15% |
$12K - $15.2K
|
3.03K
$361K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-102- 1.17% |
$9.35K - $11.8K
|
8.58K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-57- 0.24% |
$5.22K - $6.62K
|
23.3K
$2.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-3.94K- 18.41% |
$361K - $457K
|
17.4K
$2.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
524+ 120.18% |
$48K - $60.9K
|
960
$114K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.92KNew |
$175K - $222K
|
1.92K
$228K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-41.6K- 32.84% |
$3.81M - $4.84M
|
85.2K
$10.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-335- 7.21% |
$30.7K - $38.9K
|
4.31K
$514K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-590- 2.02% |
$54.1K - $68.5K
|
28.6K
$3.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-740- 8.74% |
$67.8K - $86K
|
7.72K
$920K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-28- 0.14% |
$2.57K - $3.25K
|
20K
$2.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
262+ 9.42% |
$24K - $30.4K
|
3.04K
$363K
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
1.33K+ 5.21% |
$122K - $155K
|
26.9K
$3.21M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-217- 2.71% |
$19.9K - $25.2K
|
7.78K
$927K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-35- 0.28% |
$3.21K - $4.07K
|
12.6K
$1.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 2.03% |
$9.16K - $11.6K
|
4.83K
$575K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.3K- 1.22% |
$210K - $267K
|
187K
$22.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
493+ 2.8% |
$45.2K - $57.3K
|
18.1K
$2.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-355Closed |
$32.5K - $41.2K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.26KNew |
$207K - $262K
|
2.26K
$269K
|