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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
86+ 4.88% |
$8.77K - $9.95K
|
1.85K
$220K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-214- 4.48% |
$21.8K - $24.8K
|
4.57K
$544K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
137+ 1.15% |
$14K - $15.8K
|
12K
$1.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-30- 0.16% |
$3.06K - $3.47K
|
19.1K
$2.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-17.3K- 14.5% |
$1.76M - $2M
|
102K
$12.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-121K- 21.35% |
$12.3M - $14M
|
446K
$53.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
10.4K+ 649.56% |
$1.06M - $1.21M
|
12K
$1.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-490- 0.76% |
$50K - $56.7K
|
63.7K
$7.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-938- 90.72% |
$95.7K - $108K
|
96
$11.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
422+ 11.93% |
$43K - $48.8K
|
3.96K
$472K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20+ 7.87% |
$2.04K - $2.31K
|
274
$32.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
344+ 11.41% |
$35.1K - $39.8K
|
3.36K
$400K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.71KNew |
$276K - $313K
|
2.71K
$322K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
281+ 35.26% |
$28.7K - $32.5K
|
1.08K
$128K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-446- 1.86% |
$45.5K - $51.6K
|
23.6K
$2.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.5K- 13.58% |
$357K - $405K
|
22.3K
$2.65M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4+ 0.07% |
$408 - $463
|
5.54K
$660K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
567+ 7.8% |
$57.8K - $65.6K
|
7.84K
$934K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-50- 1.04% |
$5.1K - $5.78K
|
4.77K
$568K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
115+ 0.23% |
$11.7K - $13.3K
|
50K
$5.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-133- 5.52% |
$13.6K - $15.4K
|
2.28K
$271K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-524- 4.91% |
$53.4K - $60.6K
|
10.1K
$1.21M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-104- 0.41% |
$10.6K - $12K
|
25K
$2.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-930- 20.1% |
$94.8K - $108K
|
3.7K
$440K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
22+ 0.67% |
$2.24K - $2.54K
|
3.29K
$392K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-8K- 56.1% |
$816K - $925K
|
6.26K
$746K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $116
|
2.35K
$279K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
284+ 12.89% |
$29K - $32.8K
|
2.49K
$296K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
233+ 1.01% |
$23.8K - $26.9K
|
23.4K
$2.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.37KNew |
$241K - $274K
|
2.37K
$282K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-25- 0.54% |
$2.55K - $2.89K
|
4.58K
$546K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
645+ 3.87% |
$65.8K - $74.6K
|
17.3K
$2.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
76+ 2.0% |
$7.75K - $8.79K
|
3.88K
$462K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-22.6K- 35.78% |
$2.3M - $2.61M
|
40.5K
$4.83M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
61+ 6.31% |
$6.22K - $7.06K
|
1.03K
$122K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
143+ 1.54% |
$14.6K - $16.5K
|
9.45K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-774- 14.02% |
$78.9K - $89.5K
|
4.75K
$566K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$102 - $116
|
3.36K
$400K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
195+ 0.99% |
$19.9K - $22.6K
|
19.8K
$2.36M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.68K+ 17.06% |
$171K - $194K
|
11.5K
$1.37M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 3.47% |
$612 - $694
|
179
$21.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 2.84% |
$1.53K - $1.73K
|
514
$61.2K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
19+ 2.44% |
$1.94K - $2.2K
|
799
$95.2K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.8K+ 41.38% |
$7.5M - $8.08M
|
239K
$28.4M
|
|
|
May 13, 2025
Q4 2024
|
Lwm Advisors Inc
El Dorado Hills, CA |
BUY
|
- |
4.43KNew |
$475K - $512K
|
4.43K
$527K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-147- 23.94% |
$15.8K - $17K
|
467
$55.6K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
210New |
$22.6K - $24.3K
|
210
$25K
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-390K- 98.44% |
$41.9M - $45.1M
|
6.17K
$735K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
302New |
$32.4K - $34.9K
|
302
$36K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
116New |
$12.5K - $13.4K
|
116
$13.8K
|
|