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 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
949+ 427.48% |
$86.9K - $110K
|
1.17K
$141K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-11- 0.54% |
$1.01K - $1.28K
|
2.01K
$242K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.05K+ 199.28% |
$279K - $354K
|
4.58K
$552K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-216- 0.36% |
$19.8K - $25.1K
|
59.7K
$7.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.3K- 7.4% |
$211K - $267K
|
28.8K
$3.47M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-73K- 1.87% |
$6.69M - $8.48M
|
3.83M
$461M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.57K+ 8.79% |
$235K - $298K
|
31.7K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.65K+ 8.49% |
$242K - $307K
|
33.8K
$4.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.75K- 3.75% |
$160K - $203K
|
44.8K
$5.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.18% |
$91.6 - $116
|
543
$65.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.12KNew |
$195K - $247K
|
2.12K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-350- 16.39% |
$32.1K - $40.7K
|
1.79K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
43+ 0.08% |
$3.94K - $4.99K
|
52.3K
$6.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-57.2K- 5.78% |
$5.24M - $6.64M
|
932K
$112M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.8K- 61.65% |
$2.82M - $3.58M
|
19.2K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.6K+ 13.3% |
$513K - $650K
|
47.7K
$5.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15+ 0.46% |
$1.37K - $1.74K
|
3.3K
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-120- 4.74% |
$11K - $13.9K
|
2.41K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-683- 19.85% |
$62.6K - $79.3K
|
2.76K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.42K+ 0.64% |
$130K - $165K
|
222K
$26.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
75New |
$6.87K - $8.71K
|
75
$9.04K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-382- 92.49% |
$35K - $44.4K
|
31
$3.73K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-260- 1.17% |
$23.8K - $30.2K
|
21.9K
$2.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-24- 2.34% |
$2.2K - $2.79K
|
1K
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-50- 2.96% |
$4.58K - $5.81K
|
1.64K
$198K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-615- 2.16% |
$56.3K - $71.4K
|
27.9K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.17K- 2.72% |
$290K - $368K
|
113K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
12.7K+ 42.05% |
$1.16M - $1.48M
|
42.9K
$5.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
13+ 0.22% |
$1.19K - $1.51K
|
5.86K
$706K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
13K+ 4.67% |
$1.19M - $1.51M
|
291K
$35M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
18.8K+ 878.07% |
$1.72M - $2.19M
|
21K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-127- 1.04% |
$11.6K - $14.8K
|
12.1K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-103- 3.37% |
$9.44K - $12K
|
2.96K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-159- 2.48% |
$14.6K - $18.5K
|
6.26K
$754K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-14.4K- 3.11% |
$1.32M - $1.67M
|
450K
$54.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6K+ 66.1% |
$974K - $1.24M
|
26.7K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-69- 0.34% |
$6.32K - $8.02K
|
20K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-460- 9.56% |
$42.1K - $53.4K
|
4.35K
$524K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.9KNew |
$541K - $686K
|
5.9K
$711K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
27+ 0.77% |
$2.47K - $3.14K
|
3.54K
$426K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
216+ 284.21% |
$19.8K - $25.1K
|
292
$35.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.59K- 40.39% |
$329K - $417K
|
5.3K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.94KNew |
$177K - $225K
|
1.94K
$233K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-25.5K- 12.93% |
$2.34M - $2.96M
|
172K
$20.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.83K+ 23.82% |
$443K - $561K
|
25.1K
$3.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.2K+ 165.48% |
$843K - $1.07M
|
14.8K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.1K+ 2.08% |
$284K - $360K
|
152K
$18.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.6K+ 6.7% |
$1.98M - $2.51M
|
344K
$41.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.72K+ 6.08% |
$891K - $1.13M
|
170K
$20.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-41.4K- 15.32% |
$3.79M - $4.8M
|
229K
$27.5M
|