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 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
151+ 2.57% |
$15.4K - $17.5K
|
6.03K
$719K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5KNew |
$510K - $578K
|
5K
$596K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
175+ 0.58% |
$17.8K - $20.2K
|
30.2K
$3.6M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.9K+ 65.2% |
$1.01M - $1.15M
|
25.1K
$2.99M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-150- 33.63% |
$15.3K - $17.3K
|
296
$35.3K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-270- 5.82% |
$27.5K - $31.2K
|
4.37K
$521K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-474- 25.25% |
$48.3K - $54.8K
|
1.4K
$167K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-94- 0.52% |
$9.59K - $10.9K
|
18.1K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
35.2K+ 26.71% |
$3.59M - $4.07M
|
167K
$19.9M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-132- 0.57% |
$13.5K - $15.3K
|
23K
$2.74M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-96- 5.18% |
$9.79K - $11.1K
|
1.76K
$210K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.9K- 14.22% |
$3.46M - $3.93M
|
205K
$24.4M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-501- 1.71% |
$51.1K - $57.9K
|
28.8K
$3.43M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
15+ 0.25% |
$1.53K - $1.73K
|
5.97K
$712K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3+ 0.08% |
$306 - $347
|
3.58K
$427K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21.6KNew |
$2.2M - $2.5M
|
21.6K
$2.57M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
2.43K+ 24.83% |
$247K - $281K
|
12.2K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.35KNew |
$240K - $272K
|
2.35K
$280K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
213+ 6.86% |
$21.7K - $24.6K
|
3.32K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
53+ 0.23% |
$5.4K - $6.13K
|
23.4K
$2.79M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-303- 1.33% |
$30.9K - $35K
|
22.5K
$2.69M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.57K- 15.6% |
$160K - $182K
|
8.5K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-709- 11.29% |
$72.3K - $82K
|
5.57K
$663K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
12.8K+ 15.7% |
$1.3M - $1.48M
|
94K
$11.2M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.9K+ 7.1% |
$1.82M - $2.07M
|
270K
$32.2M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
36.5K+ 100.14% |
$3.72M - $4.22M
|
73K
$8.69M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4.61K+ 22.63% |
$470K - $533K
|
25K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.83K+ 12.57% |
$900K - $1.02M
|
79K
$9.42M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.04K- 11.29% |
$106K - $120K
|
8.15K
$970K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12+ 0.22% |
$1.22K - $1.39K
|
5.37K
$639K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
535+ 18.41% |
$54.6K - $61.9K
|
3.44K
$410K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-303- 6.17% |
$30.9K - $35K
|
4.61K
$549K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-181- 33.71% |
$18.5K - $20.9K
|
356
$42.4K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.14K+ 109.2% |
$218K - $247K
|
4.09K
$487K
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-230K- 98.5% |
$23.5M - $26.6M
|
3.51K
$418K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
2.84KNew |
$289K - $328K
|
2.84K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-847- 23.92% |
$86.4K - $98K
|
2.69K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
148+ 3.09% |
$15.1K - $17.1K
|
4.93K
$587K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.78K- 10.65% |
$181K - $205K
|
14.9K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-58.5K- 14.56% |
$5.97M - $6.77M
|
343K
$40.9M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.14% |
$1.02K - $1.16K
|
7.29K
$868K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.66K+ 65.36% |
$169K - $192K
|
4.21K
$501K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-9- 0.06% |
$918 - $1.04K
|
16.3K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
144+ 1.26% |
$14.7K - $16.7K
|
11.6K
$1.38M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.28KNew |
$946K - $1.07M
|
9.28K
$1.11M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.13% |
$510 - $578
|
3.97K
$473K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.7K+ 0.47% |
$480K - $544K
|
1.01M
$120M
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
8+ 0.25% |
$816 - $925
|
3.17K
$378K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-726- 2.76% |
$74K - $84K
|
25.6K
$3.05M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.8K- 6.84% |
$489K - $555K
|
65.4K
$7.79M
|