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 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
100+ 1.15% |
$9.16K - $11.6K
|
8.83K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
10+ 0.2% |
$916 - $1.16K
|
5.1K
$608K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.01K- 16.57% |
$184K - $234K
|
10.1K
$1.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.17K+ 79.4% |
$198K - $252K
|
4.89K
$583K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-7.67K- 15.45% |
$702K - $891K
|
42K
$5M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.1K- 20.51% |
$101K - $128K
|
4.27K
$509K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
396+ 15.98% |
$36.3K - $46K
|
2.87K
$342K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.23% |
$275 - $348
|
1.33K
$158K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-58- 2.42% |
$5.31K - $6.74K
|
2.34K
$278K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
328+ 2.23% |
$30.1K - $38.1K
|
15K
$1.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-392- 1.5% |
$35.9K - $45.5K
|
25.7K
$3.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-93- 3.29% |
$8.52K - $10.8K
|
2.74K
$326K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
25+ 1.25% |
$2.29K - $2.9K
|
2.02K
$241K
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-675- 10.0% |
$61.8K - $78.4K
|
6.08K
$724K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
107+ 0.71% |
$9.8K - $12.4K
|
15.2K
$1.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-75- 2.04% |
$6.87K - $8.71K
|
3.6K
$429K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
951+ 44.84% |
$87.1K - $110K
|
3.07K
$366K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-3.65K- 24.56% |
$334K - $424K
|
11.2K
$1.33M
|
|
| Q1 2025 | |||||||
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
55.5KNew |
$5.66M - $6.42M
|
55.5K
$6.61M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-127- 6.02% |
$13K - $14.7K
|
1.98K
$236K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 0.24% |
$510 - $578
|
2.09K
$249K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-41.3K- 74.87% |
$4.21M - $4.77M
|
13.9K
$1.65M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.05K- 66.62% |
$311K - $353K
|
1.53K
$182K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-20.8K- 33.22% |
$2.12M - $2.41M
|
41.9K
$4.99M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.96KNew |
$403K - $458K
|
3.96K
$471K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
40+ 3.45% |
$4.08K - $4.63K
|
1.2K
$143K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.5K+ 628.26% |
$1.48M - $1.68M
|
16.9K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-152- 3.92% |
$15.5K - $17.6K
|
3.73K
$444K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-247K- 14.59% |
$25.2M - $28.5M
|
1.44M
$172M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-849K- 17.87% |
$86.6M - $98.2M
|
3.9M
$465M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
191+ 11.17% |
$19.5K - $22.1K
|
1.9K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$102 - $116
|
12.2K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
264+ 2.99% |
$26.9K - $30.5K
|
9.09K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-32- 0.58% |
$3.26K - $3.7K
|
5.44K
$649K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5+ 0.24% |
$510 - $578
|
2.08K
$248K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.99K+ 16.29% |
$407K - $462K
|
28.5K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-568- 1.79% |
$57.9K - $65.7K
|
31.2K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.53K+ 5.54% |
$156K - $177K
|
29.2K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-34.6K- 86.13% |
$3.52M - $4M
|
5.56K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13+ 1.28% |
$1.33K - $1.5K
|
1.03K
$122K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.65K+ 5.34% |
$270K - $306K
|
52.2K
$6.22M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.0% |
$102 - $116
|
22.2K
$2.64M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-498- 54.67% |
$50.8K - $57.6K
|
413
$49.2K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.04K+ 2.83% |
$106K - $121K
|
37.8K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.85K- 1.73% |
$189K - $214K
|
105K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-495- 5.04% |
$50.5K - $57.3K
|
9.33K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.43KNew |
$248K - $281K
|
2.43K
$289K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.07K- 3.57% |
$109K - $124K
|
29K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-2.1K- 67.74% |
$214K - $243K
|
1K
$119K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-748- 0.41% |
$76.3K - $86.5K
|
183K
$21.8M
|
|