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 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-54- 0.99% |
$4.95K - $6.27K
|
5.39K
$679K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.8K- 2.47% |
$165K - $209K
|
71.2K
$8.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
328+ 2.33% |
$30.1K - $38.1K
|
14.4K
$1.82M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-23.3K- 64.07% |
$2.13M - $2.7M
|
13.1K
$1.64M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.93K- 5.19% |
$177K - $224K
|
35.3K
$4.44M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-726- 6.29% |
$66.5K - $84.3K
|
10.8K
$1.36M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.8K- 9.96% |
$165K - $209K
|
16.3K
$2.05M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-614- 31.39% |
$56.3K - $71.3K
|
1.34K
$169K
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-809- 28.51% |
$74.1K - $94K
|
2.03K
$256K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
30+ 0.84% |
$2.75K - $3.48K
|
3.61K
$455K
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-4.44K- 4.33% |
$407K - $516K
|
98.1K
$12.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
3.38K+ 8.08% |
$310K - $393K
|
45.3K
$5.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
147+ 53.45% |
$13.5K - $17.1K
|
422
$53.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.26% |
$275 - $348
|
1.18K
$148K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-319- 3.92% |
$29.2K - $37.1K
|
7.82K
$985K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.47K- 12.07% |
$318K - $403K
|
25.3K
$3.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.7K+ 185.87% |
$2.17M - $2.76M
|
36.5K
$4.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$183 - $232
|
6.04K
$760K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
86+ 1.66% |
$7.88K - $9.99K
|
5.26K
$663K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
1.91KNew |
$175K - $221K
|
1.91K
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-324- 0.18% |
$29.7K - $37.6K
|
183K
$23M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-49.2K- 17.98% |
$4.5M - $5.71M
|
224K
$28.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.4K+ 10.87% |
$1.6M - $2.03M
|
178K
$22.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.77K- 6.85% |
$162K - $206K
|
24.1K
$3.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
6.45KNew |
$590K - $749K
|
6.45K
$812K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
1.3K+ 2.33% |
$119K - $151K
|
56.8K
$7.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10+ 0.16% |
$916 - $1.16K
|
6.23K
$784K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-630- 14.98% |
$57.7K - $73.2K
|
3.58K
$450K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-22- 0.66% |
$2.02K - $2.56K
|
3.32K
$419K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-108- 39.42% |
$9.89K - $12.5K
|
166
$20.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-610- 13.31% |
$55.9K - $70.9K
|
3.97K
$500K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-46- 0.19% |
$4.21K - $5.34K
|
24.7K
$3.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
899+ 3.6% |
$82.4K - $104K
|
25.9K
$3.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-14.8K- 3.55% |
$1.36M - $1.72M
|
402K
$50.6M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-756- 8.59% |
$69.3K - $87.8K
|
8.05K
$1.01M
|
|
|
Aug 06, 2025
Q2 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-344- 14.66% |
$31.5K - $40K
|
2K
$252K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
130+ 5.91% |
$11.9K - $15.1K
|
2.33K
$294K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-74- 1.22% |
$6.78K - $8.6K
|
6.01K
$757K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
700New |
$64.1K - $81.3K
|
700
$88.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
889+ 8.76% |
$81.5K - $103K
|
11K
$1.39M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-148- 5.27% |
$13.6K - $17.2K
|
2.66K
$335K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.3K- 85.56% |
$1.31M - $1.67M
|
2.42K
$305K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
122+ 1.69% |
$11.2K - $14.2K
|
7.36K
$927K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-592- 8.32% |
$54.2K - $68.8K
|
6.52K
$821K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8+ 0.09% |
$733 - $929
|
9.34K
$1.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-12.2K- 11.93% |
$1.11M - $1.41M
|
89.8K
$11.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29+ 0.05% |
$2.66K - $3.37K
|
59K
$7.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-400- 8.11% |
$36.6K - $46.5K
|
4.53K
$570K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.81KNew |
$166K - $210K
|
1.81K
$228K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-669- 12.88% |
$61.3K - $77.7K
|
4.52K
$570K
|