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 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-1.75K- 4.87% |
$179K - $203K
|
34.2K
$4.08M
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-449- 16.06% |
$45.8K - $51.9K
|
2.35K
$280K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.9K+ 491.7% |
$1.42M - $1.61M
|
16.8K
$2M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-150- 4.29% |
$15.3K - $17.3K
|
3.35K
$399K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
65+ 2.37% |
$6.63K - $7.52K
|
2.81K
$335K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-435K- 51.06% |
$44.4M - $50.3M
|
417K
$49.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.19K+ 5.17% |
$223K - $253K
|
44.5K
$5.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
181+ 2.87% |
$18.5K - $20.9K
|
6.48K
$772K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4- 0.1% |
$408 - $463
|
4.04K
$481K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.6K+ 14.7% |
$2.1M - $2.38M
|
160K
$19.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.37K+ 26.14% |
$547K - $621K
|
25.9K
$3.08M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.27KNew |
$231K - $262K
|
2.27K
$270K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
482+ 11.95% |
$49.2K - $55.7K
|
4.52K
$538K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.36K- 20.96% |
$240K - $272K
|
8.89K
$1.06M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.34K- 3.37% |
$442K - $502K
|
125K
$14.8M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-11- 1.99% |
$1.12K - $1.27K
|
542
$64.6K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12+ 0.19% |
$1.22K - $1.39K
|
6.22K
$740K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.24KNew |
$330K - $374K
|
3.24K
$386K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
790+ 165.97% |
$80.6K - $91.4K
|
1.27K
$151K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1+ 0.02% |
$102 - $116
|
5.38K
$640K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-1.27K- 25.16% |
$130K - $147K
|
3.78K
$450K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-181- 2.18% |
$18.5K - $20.9K
|
8.14K
$969K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-2.03K- 9.68% |
$207K - $235K
|
18.9K
$2.26M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-387- 9.84% |
$39.5K - $44.8K
|
3.55K
$423K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.36% |
$102 - $116
|
275
$32.8K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
8+ 0.21% |
$816 - $925
|
3.78K
$451K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.18K- 20.15% |
$528K - $599K
|
20.5K
$2.44M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-206- 1.78% |
$21K - $23.8K
|
11.4K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-40- 0.56% |
$4.08K - $4.63K
|
7.07K
$842K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-27- 0.66% |
$2.75K - $3.12K
|
4.08K
$486K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
54+ 15.47% |
$5.51K - $6.25K
|
403
$48K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-166- 0.48% |
$16.9K - $19.2K
|
34.3K
$4.08M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.4K- 23.11% |
$143K - $162K
|
4.66K
$555K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
270+ 7.08% |
$27.5K - $31.2K
|
4.08K
$486K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
194+ 3.55% |
$19.8K - $22.4K
|
5.65K
$674K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.19KNew |
$530K - $601K
|
5.19K
$619K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-250- 20.24% |
$25.5K - $28.9K
|
985
$117K
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-28- 0.96% |
$2.86K - $3.24K
|
2.88K
$343K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.04K+ 1.39% |
$106K - $120K
|
76.1K
$9.06M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.05K+ 3187.88% |
$107K - $122K
|
1.09K
$129K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5- 0.1% |
$510 - $578
|
5.13K
$611K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-56- 0.6% |
$5.71K - $6.48K
|
9.33K
$1.11M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8- 0.09% |
$816 - $925
|
8.98K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-3- 0.22% |
$306 - $347
|
1.36K
$161K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.14KNew |
$218K - $247K
|
2.14K
$255K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17+ 0.69% |
$1.73K - $1.97K
|
2.48K
$296K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.12KNew |
$216K - $245K
|
2.12K
$253K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
268New |
$27.3K - $31K
|
268
$31.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
14.1KNew |
$1.44M - $1.63M
|
14.1K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
332+ 14.91% |
$33.9K - $38.4K
|
2.56K
$305K
|