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 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-592- 8.32% |
$54.2K - $68.8K
|
6.52K
$821K
|
|
|
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
|
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
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8+ 0.09% |
$733 - $929
|
9.34K
$1.18M
|
|
|
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
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16.5K- 57.04% |
$1.51M - $1.92M
|
12.5K
$1.57M
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-32.9K- 31.19% |
$3.02M - $3.82M
|
72.6K
$9.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-516- 1.9% |
$47.3K - $59.9K
|
26.6K
$3.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.52K+ 5.66% |
$231K - $293K
|
47K
$5.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
337+ 5.17% |
$30.9K - $39.1K
|
6.85K
$863K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
416New |
$38.1K - $48.3K
|
416
$52.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.63K+ 19.11% |
$149K - $189K
|
10.2K
$1.28M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1+ 0.02% |
$91.6 - $116
|
5.38K
$677K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-314- 11.98% |
$28.8K - $36.5K
|
2.31K
$291K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
144+ 2.22% |
$13.2K - $16.7K
|
6.63K
$834K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-253- 4.72% |
$23.2K - $29.4K
|
5.11K
$644K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
11+ 0.49% |
$1.01K - $1.28K
|
2.28K
$287K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-100- 1.37% |
$9.16K - $11.6K
|
7.18K
$904K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.86KNew |
$171K - $217K
|
1.86K
$235K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-222- 10.82% |
$20.3K - $25.8K
|
1.83K
$230K
|
|
|
Aug 01, 2025
Q2 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
315+ 1.55% |
$28.9K - $36.6K
|
20.6K
$2.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-1.6K- 32.24% |
$147K - $186K
|
3.37K
$424K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.06K+ 55.97% |
$280K - $355K
|
8.52K
$1.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.57K+ 2.26% |
$144K - $182K
|
71.1K
$8.96M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.91KNew |
$175K - $222K
|
1.91K
$240K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-88- 0.43% |
$8.06K - $10.2K
|
20.4K
$2.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48.6K- 2.39% |
$4.45M - $5.64M
|
1.98M
$250M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.48KNew |
$593K - $752K
|
6.48K
$816K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
3.85K+ 11.2% |
$352K - $447K
|
38.2K
$4.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.83KNew |
$167K - $212K
|
1.83K
$230K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.19K- 11.28% |
$201K - $254K
|
17.2K
$2.17M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.43K- 15.94% |
$222K - $282K
|
12.8K
$1.61M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
30+ 0.99% |
$2.75K - $3.48K
|
3.06K
$385K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-160- 2.27% |
$14.7K - $18.6K
|
6.89K
$867K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-109- 15.24% |
$9.99K - $12.7K
|
606
$76.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-51- 2.05% |
$4.67K - $5.92K
|
2.43K
$306K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.05KNew |
$188K - $238K
|
2.05K
$258K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
142+ 13.81% |
$13K - $16.5K
|
1.17K
$147K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
951+ 44.84% |
$87.1K - $110K
|
3.07K
$387K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-330- 2.86% |
$30.2K - $38.3K
|
11.2K
$1.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-64- 0.34% |
$5.86K - $7.43K
|
19K
$2.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
239+ 3.28% |
$21.9K - $27.8K
|
7.53K
$948K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.93KNew |
$177K - $224K
|
1.93K
$243K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1K- 28.57% |
$91.6K - $116K
|
2.5K
$315K
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-4.22K- 6.63% |
$387K - $490K
|
59.5K
$7.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
9.72KNew |
$891K - $1.13M
|
9.72K
$1.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
124+ 0.5% |
$11.4K - $14.4K
|
25.1K
$3.16M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-205- 4.4% |
$18.8K - $23.8K
|
4.46K
$561K
|