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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-458- 2.23% |
$46.7K - $53K
|
20.1K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
93+ 5.98% |
$9.48K - $10.8K
|
1.65K
$196K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
339+ 4.92% |
$34.6K - $39.2K
|
7.24K
$862K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
55New |
$5.61K - $6.36K
|
55
$6.55K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-292- 8.15% |
$29.8K - $33.8K
|
3.29K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
435+ 27.43% |
$44.4K - $50.3K
|
2.02K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.1K+ 1470.7% |
$1.54M - $1.74M
|
16.1K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.96K+ 55.87% |
$200K - $226K
|
5.46K
$650K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.64K+ 4.11% |
$473K - $536K
|
117K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.07K+ 3.28% |
$517K - $586K
|
160K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-621- 0.19% |
$63.3K - $71.8K
|
323K
$38.4M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.27K+ 4.16% |
$231K - $262K
|
56.8K
$6.77M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-520- 12.49% |
$53K - $60.1K
|
3.64K
$434K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.9K+ 593.7% |
$1.11M - $1.26M
|
12.8K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
432+ 8.96% |
$44.1K - $50K
|
5.25K
$626K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
171+ 1.15% |
$17.4K - $19.8K
|
15.1K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-15.2K- 3.57% |
$1.55M - $1.75M
|
410K
$48.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.69K- 15.38% |
$376K - $426K
|
20.3K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-826- 2.55% |
$84.2K - $95.5K
|
31.5K
$3.75M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-778- 1.28% |
$79.3K - $90K
|
60K
$7.14M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6+ 0.14% |
$612 - $694
|
4.22K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-660- 9.8% |
$67.3K - $76.3K
|
6.07K
$724K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-47- 3.85% |
$4.79K - $5.44K
|
1.18K
$140K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
84.3K+ 44.55% |
$8.59M - $9.75M
|
273K
$32.6M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
217+ 1.95% |
$22.1K - $25.1K
|
11.4K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.14KNew |
$218K - $247K
|
2.14K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
16+ 0.27% |
$1.63K - $1.85K
|
5.85K
$697K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.55K- 14.85% |
$158K - $179K
|
8.89K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
237+ 8.06% |
$24.2K - $27.4K
|
3.18K
$378K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
864+ 9.24% |
$88.1K - $99.9K
|
10.2K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-7.07K- 11.92% |
$721K - $817K
|
52.2K
$6.22M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9+ 0.46% |
$918 - $1.04K
|
1.98K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
48.5K+ 5.16% |
$4.95M - $5.61M
|
989K
$118M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.68K- 8.02% |
$273K - $310K
|
30.7K
$3.66M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-158- 6.7% |
$16.1K - $18.3K
|
2.2K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.24K+ 2.93% |
$432K - $491K
|
149K
$17.7M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.2K+ 100.0% |
$326K - $370K
|
6.4K
$762K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-730- 12.25% |
$74.4K - $84.4K
|
5.23K
$623K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-498- 0.35% |
$50.8K - $57.6K
|
143K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.4KClosed |
$1.06M - $1.21M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-79- 2.1% |
$8.06K - $9.14K
|
3.69K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-815- 14.48% |
$83.1K - $94.3K
|
4.81K
$573K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-37- 0.03% |
$3.77K - $4.28K
|
117K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.25K- 11.82% |
$332K - $376K
|
24.3K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.7K+ 588.0% |
$4.36M - $4.94M
|
50K
$5.96M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
68.8KNew |
$7.01M - $7.95M
|
68.8K
$8.19M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
229+ 6.67% |
$23.4K - $26.5K
|
3.66K
$436K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.43K- 6.14% |
$452K - $513K
|
67.7K
$8.07M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.19K+ 64.39% |
$121K - $137K
|
3.03K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.8K- 84.77% |
$1.31M - $1.48M
|
2.3K
$274K
|