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 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.5K+ 17.45% |
$1.28M - $1.45M
|
84.2K
$10M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.58K- 1.27% |
$365K - $414K
|
278K
$33.1M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.04K+ 19.27% |
$106K - $120K
|
6.42K
$765K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.7K- 11.84% |
$3.03M - $3.43M
|
221K
$26.3M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
742+ 5.59% |
$75.7K - $85.8K
|
14K
$1.67M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.24K+ 30.24% |
$229K - $260K
|
9.66K
$1.15M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9- 0.27% |
$918 - $1.04K
|
3.35K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-638- 9.29% |
$65.1K - $73.8K
|
6.23K
$742K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.73K+ 7.89% |
$176K - $200K
|
23.6K
$2.81M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-963- 1.61% |
$98.2K - $111K
|
59K
$7.03M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.2K- 2.52% |
$123K - $139K
|
46.5K
$5.54M
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-150- 1.96% |
$15.3K - $17.3K
|
7.49K
$893K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-54.4K- 46.5% |
$5.54M - $6.29M
|
62.5K
$7.45M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-140- 74.07% |
$14.3K - $16.2K
|
49
$5.84K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.12K+ 3.73% |
$114K - $129K
|
31.1K
$3.7M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-120- 3.77% |
$12.2K - $13.9K
|
3.06K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-716- 3.17% |
$73K - $82.8K
|
21.9K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.66K- 9.14% |
$373K - $423K
|
36.3K
$4.33M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$102 - $116
|
1
$119
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.6K- 25.81% |
$1.49M - $1.69M
|
42.1K
$5.01M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-856- 2.43% |
$87.3K - $99K
|
34.3K
$4.09M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
76New |
$7.75K - $8.79K
|
76
$9.05K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-33.4K- 6.72% |
$3.41M - $3.87M
|
464K
$55.3M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-902- 5.27% |
$92K - $104K
|
16.2K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.87K+ 3.61% |
$701K - $795K
|
197K
$23.5M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
105+ 0.25% |
$10.7K - $12.1K
|
42.5K
$5.07M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-203- 2.25% |
$20.7K - $23.5K
|
8.8K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-183- 1.69% |
$18.7K - $21.2K
|
10.6K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-880- 3.21% |
$89.7K - $102K
|
26.5K
$3.16M
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
208+ 8.78% |
$21.2K - $24.1K
|
2.58K
$307K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.57K- 6.46% |
$262K - $298K
|
37.2K
$4.43M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.3K- 20.6% |
$541K - $613K
|
20.4K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
1.4K+ 7.4% |
$142K - $161K
|
20.3K
$2.41M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
799+ 7.43% |
$81.5K - $92.4K
|
11.5K
$1.38M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-150K- 10.79% |
$15.3M - $17.4M
|
1.24M
$148M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-134- 5.63% |
$13.7K - $15.5K
|
2.25K
$267K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-127- 1.07% |
$13K - $14.7K
|
11.8K
$1.4M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-229- 3.39% |
$23.4K - $26.5K
|
6.52K
$776K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
44+ 0.32% |
$4.49K - $5.09K
|
13.7K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.8K- 13.12% |
$184K - $208K
|
11.9K
$1.42M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-773- 12.41% |
$78.8K - $89.4K
|
5.45K
$650K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-321- 1.99% |
$32.7K - $37.1K
|
15.8K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
38+ 1.68% |
$3.88K - $4.4K
|
2.3K
$274K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.4K- 6.86% |
$551K - $625K
|
73.4K
$8.74M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
191+ 0.19% |
$19.5K - $22.1K
|
103K
$12.2M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-47.5K- 31.01% |
$4.84M - $5.49M
|
106K
$12.6M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-85- 1.36% |
$8.67K - $9.83K
|
6.16K
$734K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
623New |
$63.5K - $72.1K
|
623
$74.2K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
271+ 1.81% |
$27.6K - $31.3K
|
15.2K
$1.81M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-596- 7.02% |
$60.8K - $68.9K
|
7.89K
$940K
|