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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
6.23K+ 14.36% |
$669K - $721K
|
49.6K
$5.61M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.84KNew |
$198K - $213K
|
1.84K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
852KNew |
$91.5M - $98.6M
|
852K
$96.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
15.4K+ 3.19% |
$1.65M - $1.78M
|
498K
$56.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-486- 4.71% |
$52.2K - $56.2K
|
9.82K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3- 0.06% |
$322 - $347
|
4.64K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.9K- 3.38% |
$1.6M - $1.72M
|
425K
$48.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-859- 6.98% |
$92.3K - $99.4K
|
11.4K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.73K- 30.53% |
$616K - $663K
|
13K
$1.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.15K- 10.26% |
$338K - $364K
|
27.5K
$3.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-9.11K- 11.27% |
$978K - $1.05M
|
71.7K
$8.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
324+ 12.39% |
$34.8K - $37.5K
|
2.94K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.34K- 0.92% |
$143K - $155K
|
144K
$16.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-163- 0.54% |
$17.5K - $18.9K
|
30.1K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
79+ 0.6% |
$8.49K - $9.14K
|
13.3K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-14K- 30.54% |
$1.5M - $1.61M
|
31.7K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
9.18KNew |
$986K - $1.06M
|
9.18K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
22.1K+ 396.21% |
$2.37M - $2.55M
|
27.6K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.7K+ 3.25% |
$290K - $313K
|
85.9K
$9.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.7K- 59.53% |
$1.15M - $1.24M
|
7.27K
$822K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-30.6K- 54.34% |
$3.29M - $3.54M
|
25.7K
$2.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.31KNew |
$249K - $268K
|
2.31K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
433+ 74.66% |
$46.5K - $50.1K
|
1.01K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
133K+ 8.52% |
$14.3M - $15.4M
|
1.69M
$191M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.71KNew |
$184K - $198K
|
1.71K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
3.32KNew |
$357K - $384K
|
3.32K
$376K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
904+ 1.93% |
$97.1K - $105K
|
47.7K
$5.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-424- 2.48% |
$45.5K - $49.1K
|
16.7K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.9K+ 11.48% |
$1.71M - $1.84M
|
155K
$17.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
116New |
$12.5K - $13.4K
|
116
$13.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13.7K+ 394.57% |
$1.47M - $1.58M
|
17.1K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4.87K+ 7.23% |
$523K - $563K
|
72.2K
$8.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.55% |
$322 - $347
|
553
$62.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.7K- 8.67% |
$1.15M - $1.24M
|
113K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.02KNew |
$110K - $118K
|
1.02K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
800+ 100.0% |
$85.9K - $92.6K
|
1.6K
$181K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.48K+ 7.77% |
$159K - $171K
|
20.5K
$2.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$238K - $256K
|
2.21K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-119- 9.32% |
$12.8K - $13.8K
|
1.16K
$131K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.5KNew |
$376K - $405K
|
3.5K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-204- 1.66% |
$21.9K - $23.6K
|
12.1K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
416+ 84.04% |
$44.7K - $48.1K
|
911
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-117K- 2.39% |
$12.5M - $13.5M
|
4.75M
$538M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
27.3KNew |
$2.93M - $3.16M
|
27.3K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-42.1K- 4.28% |
$4.52M - $4.87M
|
941K
$106M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-804- 0.44% |
$86.4K - $93K
|
184K
$20.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
17+ 0.29% |
$1.83K - $1.97K
|
5.83K
$659K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.34K+ 2.51% |
$144K - $155K
|
54.6K
$6.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-318- 5.35% |
$34.2K - $36.8K
|
5.63K
$636K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.09K- 2.09% |
$332K - $357K
|
145K
$16.3M
|