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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q1 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-2.07KClosed |
$211K - $239K
|
0
$0
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.37K+ 63.87% |
$140K - $158K
|
3.52K
$443K
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-127- 6.02% |
$13K - $14.7K
|
1.98K
$250K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 0.24% |
$510 - $578
|
2.09K
$264K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.96KNew |
$403K - $458K
|
3.96K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.04K+ 2.83% |
$106K - $121K
|
37.8K
$4.76M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.5K+ 628.26% |
$1.48M - $1.68M
|
16.9K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-152- 3.92% |
$15.5K - $17.6K
|
3.73K
$469K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
191+ 11.17% |
$19.5K - $22.1K
|
1.9K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.07K- 3.57% |
$109K - $124K
|
29K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-2.1K- 67.74% |
$214K - $243K
|
1K
$126K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
93+ 5.98% |
$9.48K - $10.8K
|
1.65K
$208K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
55New |
$5.61K - $6.36K
|
55
$6.93K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-7.07K- 11.92% |
$721K - $817K
|
52.2K
$6.57M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
864+ 9.24% |
$88.1K - $99.9K
|
10.2K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6+ 0.14% |
$612 - $694
|
4.22K
$531K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-660- 9.8% |
$67.3K - $76.3K
|
6.07K
$765K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
229+ 6.67% |
$23.4K - $26.5K
|
3.66K
$461K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
217+ 1.95% |
$22.1K - $25.1K
|
11.4K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$102 - $116
|
1
$126
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.3K- 20.6% |
$541K - $613K
|
20.4K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-716- 3.17% |
$73K - $82.8K
|
21.9K
$2.75M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.8K- 13.12% |
$184K - $208K
|
11.9K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-134- 5.63% |
$13.7K - $15.5K
|
2.25K
$283K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-150K- 10.79% |
$15.3M - $17.4M
|
1.24M
$156M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
38+ 1.68% |
$3.88K - $4.4K
|
2.3K
$290K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5KNew |
$510K - $578K
|
5K
$630K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
623New |
$63.5K - $72.1K
|
623
$78.5K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-96- 5.18% |
$9.79K - $11.1K
|
1.76K
$222K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-474- 25.25% |
$48.3K - $54.8K
|
1.4K
$177K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-150- 33.63% |
$15.3K - $17.3K
|
296
$37.3K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-847- 23.92% |
$86.4K - $98K
|
2.69K
$339K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-181- 33.71% |
$18.5K - $20.9K
|
356
$44.8K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.14K+ 109.2% |
$218K - $247K
|
4.09K
$515K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.28KNew |
$946K - $1.07M
|
9.28K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-150- 4.29% |
$15.3K - $17.3K
|
3.35K
$422K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-2.03K- 9.68% |
$207K - $235K
|
18.9K
$2.39M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-27- 0.66% |
$2.75K - $3.12K
|
4.08K
$514K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-40- 0.56% |
$4.08K - $4.63K
|
7.07K
$890K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-3- 0.22% |
$306 - $347
|
1.36K
$171K
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-28- 0.96% |
$2.86K - $3.24K
|
2.88K
$363K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-250- 20.24% |
$25.5K - $28.9K
|
985
$124K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.14KNew |
$218K - $247K
|
2.14K
$269K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
944New |
$96.3K - $109K
|
944
$119K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
297New |
$30.3K - $34.4K
|
297
$37.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.75KNew |
$178K - $202K
|
1.75K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.61K- 20.79% |
$164K - $186K
|
6.12K
$770K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.78K- 35.72% |
$182K - $206K
|
3.2K
$403K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-450- 12.02% |
$45.9K - $52K
|
3.29K
$415K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-37- 80.43% |
$3.77K - $4.28K
|
9
$1.13K
|