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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.27K- 5.05% |
$116K - $147K
|
23.8K
$3M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.21K- 7.46% |
$111K - $141K
|
15K
$1.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
214New |
$19.6K - $24.9K
|
214
$26.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.26K+ 5.06% |
$390K - $495K
|
88.4K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
366+ 2.66% |
$33.5K - $42.5K
|
14.1K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.19K+ 15.78% |
$200K - $254K
|
16K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
104+ 3.27% |
$9.53K - $12.1K
|
3.28K
$413K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.29K+ 4.02% |
$209K - $266K
|
59.1K
$7.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.74K+ 15.45% |
$435K - $551K
|
35.4K
$4.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-33- 67.35% |
$3.02K - $3.83K
|
16
$2.01K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
762+ 8.17% |
$69.8K - $88.5K
|
10.1K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.41K- 6.32% |
$129K - $164K
|
20.9K
$2.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.49K- 1.73% |
$228K - $289K
|
141K
$17.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.49KNew |
$594K - $754K
|
6.49K
$817K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.97K- 4.38% |
$272K - $344K
|
64.8K
$8.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-99- 24.57% |
$9.07K - $11.5K
|
304
$38.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
220New |
$20.2K - $25.6K
|
220
$27.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.15KNew |
$105K - $134K
|
1.15K
$145K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4- 0.13% |
$366 - $465
|
3.05K
$384K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.2K+ 52.17% |
$110K - $139K
|
3.5K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
34+ 1.33% |
$3.12K - $3.95K
|
2.59K
$326K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-56- 1.52% |
$5.13K - $6.5K
|
3.63K
$458K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-808- 1.93% |
$74K - $93.9K
|
41.1K
$5.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
369+ 0.54% |
$33.8K - $42.9K
|
69.1K
$8.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.82KNew |
$350K - $444K
|
3.82K
$481K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
14+ 0.23% |
$1.28K - $1.63K
|
5.99K
$754K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
412+ 10.94% |
$37.7K - $47.9K
|
4.18K
$526K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-23.1K- 13.8% |
$2.11M - $2.68M
|
144K
$18.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
152K+ 15.07% |
$14M - $17.7M
|
1.16M
$146M
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.89KNew |
$173K - $219K
|
1.89K
$238K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.82K- 12.96% |
$166K - $211K
|
12.2K
$1.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
788+ 2.97% |
$72.2K - $91.5K
|
27.3K
$3.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.13K- 13.26% |
$286K - $363K
|
20.4K
$2.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.08K- 19.06% |
$557K - $706K
|
25.8K
$3.25M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.08K+ 64.22% |
$190K - $241K
|
5.31K
$669K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.03K- 31.32% |
$277K - $352K
|
6.64K
$836K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.12K+ 132.77% |
$286K - $362K
|
5.47K
$689K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-58- 0.37% |
$5.31K - $6.74K
|
15.8K
$1.98M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5+ 0.06% |
$458 - $581
|
7.9K
$994K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.73K- 10.29% |
$617K - $782K
|
58.7K
$7.39M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.28KNew |
$117K - $149K
|
1.28K
$161K
|
|
|
Aug 12, 2025
Q2 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-99- 1.32% |
$9.07K - $11.5K
|
7.4K
$931K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.85KNew |
$170K - $215K
|
1.85K
$233K
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-4.28K- 10.06% |
$392K - $497K
|
38.3K
$4.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.04K- 4.4% |
$95.3K - $121K
|
22.6K
$2.84M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.2K- 50.0% |
$293K - $372K
|
3.2K
$403K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-488- 12.09% |
$44.7K - $56.7K
|
3.55K
$447K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.15K- 12.95% |
$105K - $134K
|
7.74K
$974K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
100+ 2.21% |
$9.16K - $11.6K
|
4.62K
$581K
|