Ishares Msci Kld 400 Social Et DSI

DSI Quotes by TradingView
Institutional shares held 27.4 Million
3.1K calls
1.6K puts
Total value of holdings $2.79B
$315K calls
$162K puts
# of Institutions 614

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
Cerity Partners LLC Shares Held: 293K ($29.8M)
23K Shares purchased
8.52% Added
Q1 2025
Main Street Investment Advisors LLC Shares Held: 14.1K ($1.44M)
14.1K Shares purchased
New Holding
Q1 2025
Envestnet Asset Management Inc Shares Held: 2.03M ($207M)
13.6K Shares purchased
0.67% Added
Q1 2025
Sofi Wealth, LLC Shares Held: 12K ($1.22M)
10.4K Shares purchased
649.56% Added
Q1 2025
Merit Financial Group, LLC Shares Held: 11.9K ($1.21M)
6.94K Shares purchased
139.22% Added
View All Buyers

Top Sells

Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 446K ($45.4M)
121K Shares sold
21.35% Reduced
Q1 2025
Ameritas Advisory Services, LLC Shares Held: 127K ($12.9M)
63.7K Shares sold
33.45% Reduced
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 ($4.12M)
22.6K Shares sold
35.78% Reduced
Q1 2025
Dunhill Financial, LLC Shares Held: 102K ($10.4M)
17.3K Shares sold
14.5% 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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