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 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
302New |
$32.4K - $34.9K
|
302
$36K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
116New |
$12.5K - $13.4K
|
116
$13.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$238K - $256K
|
2.21K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.73K- 30.53% |
$616K - $663K
|
13K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
587+ 17.9% |
$63K - $67.9K
|
3.87K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-18- 0.48% |
$1.93K - $2.08K
|
3.77K
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.86KNew |
$200K - $216K
|
1.86K
$222K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3+ 0.05% |
$322 - $347
|
6.1K
$726K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
326New |
$35K - $37.7K
|
326
$38.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
173+ 1.26% |
$18.6K - $20K
|
13.9K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.94KNew |
$208K - $224K
|
1.94K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
1.52K+ 16.59% |
$164K - $176K
|
10.7K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.14KNew |
$230K - $248K
|
2.14K
$255K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.91KNew |
$206K - $221K
|
1.91K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
152New |
$16.3K - $17.6K
|
152
$18.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-626- 23.61% |
$67.2K - $72.4K
|
2.03K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-63- 9.1% |
$6.77K - $7.29K
|
629
$74.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-837- 14.64% |
$89.9K - $96.8K
|
4.88K
$581K
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
650+ 13.41% |
$69.8K - $75.2K
|
5.5K
$655K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
29.7KNew |
$3.19M - $3.44M
|
29.7K
$3.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
3.96KNew |
$425K - $458K
|
3.96K
$471K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-40- 20.0% |
$4.3K - $4.63K
|
160
$19.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-721- 14.65% |
$77.4K - $83.4K
|
4.2K
$500K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-2.76K- 56.26% |
$297K - $320K
|
2.15K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.95KNew |
$209K - $226K
|
1.95K
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-183- 6.9% |
$19.7K - $21.2K
|
2.47K
$294K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
15.6KNew |
$1.67M - $1.8M
|
15.6K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
17.3KNew |
$1.86M - $2M
|
17.3K
$2.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.06K- 20.6% |
$114K - $122K
|
4.07K
$485K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-1.07K- 29.15% |
$115K - $124K
|
2.61K
$311K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6+ 0.29% |
$644 - $694
|
2.07K
$247K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.27% |
$644 - $694
|
2.23K
$266K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
897New |
$96.3K - $104K
|
897
$107K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-948- 3.15% |
$102K - $110K
|
29.2K
$3.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-192- 8.94% |
$20.6K - $22.2K
|
1.96K
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
234+ 37.68% |
$25.1K - $27.1K
|
855
$102K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
23.1KNew |
$2.48M - $2.67M
|
23.1K
$2.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
2.13KNew |
$228K - $246K
|
2.13K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-159- 8.2% |
$17.1K - $18.4K
|
1.78K
$212K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$196K - $211K
|
1.83K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-790- 15.02% |
$84.9K - $91.4K
|
4.47K
$532K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
65+ 0.58% |
$6.98K - $7.52K
|
11.3K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5+ 0.23% |
$537 - $579
|
2.14K
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
348New |
$37.4K - $40.3K
|
348
$41.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
400New |
$43K - $46.3K
|
400
$47.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
116+ 210.91% |
$12.5K - $13.4K
|
171
$20.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
56.5KNew |
$6.07M - $6.54M
|
56.5K
$6.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
17+ 0.3% |
$1.83K - $1.97K
|
5.73K
$682K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-20- 28.57% |
$2.15K - $2.31K
|
50
$5.96K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-50- 2.59% |
$5.37K - $5.79K
|
1.88K
$224K
|