Ishares Msci Kld 400 Social Et DSI

DSI Quotes by TradingView
Institutional shares held 27.6 Million
3.1K calls
1.6K puts
Total value of holdings $2.82B
$316K calls
$163K puts
# of Institutions 617

Quarterly Institutional Activity in DSI

Shares Bought
Shares Sold
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Top Institutions Holding DSI

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Latest Institutional Activity in DSI

Top Purchases

Q1 2025
Merit Financial Group, LLC Shares Held: 11.9K ($1.22M)
6.94K Shares purchased
139.22% Added
Q1 2025
Wealthcare Advisory Partners LLC Shares Held: 48.2K ($4.92M)
6.28K Shares purchased
14.98% Added
Q1 2025
St Germain D J CO Inc Shares Held: 48.2K ($4.92M)
6.03K Shares purchased
14.31% Added
Q1 2025
Park Avenue Securities LLC Shares Held: 172K ($17.6M)
5.53K Shares purchased
3.32% Added
Q1 2025
Farther Finance Advisors, LLC Shares Held: 12.6K ($1.29M)
3.31K Shares purchased
35.4% Added
View All Buyers

Top Sells

Q1 2025
Soa Wealth Advisors, Llc. Shares Held: 12.7K ($1.29M)
36.4K Shares sold
74.19% Reduced
Q1 2025
First Affirmative Financial Network Shares Held: 40.5K ($4.13M)
22.6K Shares sold
35.78% Reduced
Q1 2025
Ulland Investment Advisors, LLC Shares Held: 6.26K ($639K)
8K Shares sold
56.1% Reduced
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 20.7K ($2.11M)
3.29K Shares sold
13.72% Reduced
Q1 2025
Gradient Investments LLC Shares Held: 49.6K ($5.06M)
2.43K Shares sold
4.66% Reduced
View All Sellers

About DSI

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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