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 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.29K- 13.72% |
$335K - $380K
|
20.7K
$2.11M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-524- 4.91% |
$53.4K - $60.6K
|
10.1K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.69K+ 21.2% |
$274K - $311K
|
15.4K
$1.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-104- 0.41% |
$10.6K - $12K
|
25K
$2.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-930- 20.1% |
$94.8K - $108K
|
3.7K
$377K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
66+ 2.03% |
$6.73K - $7.63K
|
3.31K
$338K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
22+ 0.67% |
$2.24K - $2.54K
|
3.29K
$336K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.03K- 7.84% |
$105K - $119K
|
12.1K
$1.24M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-8K- 56.1% |
$816K - $925K
|
6.26K
$639K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $116
|
2.35K
$239K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
284+ 12.89% |
$29K - $32.8K
|
2.49K
$254K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-114- 4.55% |
$11.6K - $13.2K
|
2.39K
$244K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
233+ 1.01% |
$23.8K - $26.9K
|
23.4K
$2.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
200+ 0.56% |
$20.4K - $23.1K
|
36.1K
$3.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-36.4K- 74.19% |
$3.72M - $4.21M
|
12.7K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-287- 6.72% |
$29.3K - $33.2K
|
3.98K
$406K
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-114- 0.68% |
$11.6K - $13.2K
|
16.6K
$1.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.21K- 2.66% |
$225K - $255K
|
80.9K
$8.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
355New |
$36.2K - $41.1K
|
355
$36.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
152+ 3.42% |
$15.5K - $17.6K
|
4.6K
$469K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.53K+ 3.32% |
$564K - $640K
|
172K
$17.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.3K- 4.76% |
$133K - $151K
|
26.1K
$2.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-53- 1.42% |
$5.4K - $6.13K
|
3.67K
$375K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.31K+ 35.4% |
$337K - $382K
|
12.6K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-25- 0.54% |
$2.55K - $2.89K
|
4.58K
$468K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.37KNew |
$241K - $274K
|
2.37K
$242K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.59K+ 6.63% |
$162K - $183K
|
25.5K
$2.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.28K+ 14.98% |
$641K - $726K
|
48.2K
$4.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
645+ 3.87% |
$65.8K - $74.6K
|
17.3K
$1.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-736- 1.99% |
$75.1K - $85.1K
|
36.2K
$3.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
39+ 0.82% |
$3.98K - $4.51K
|
4.77K
$487K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
76+ 2.0% |
$7.75K - $8.79K
|
3.88K
$396K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-22.6K- 35.78% |
$2.3M - $2.61M
|
40.5K
$4.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
61+ 6.31% |
$6.22K - $7.06K
|
1.03K
$105K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.23K+ 1.76% |
$227K - $258K
|
129K
$13.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
602+ 7.45% |
$61.4K - $69.6K
|
8.68K
$886K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-774- 14.02% |
$78.9K - $89.5K
|
4.75K
$484K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
143+ 1.54% |
$14.6K - $16.5K
|
9.45K
$964K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
2+ 0.06% |
$204 - $231
|
3.21K
$328K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-200- 7.47% |
$20.4K - $23.1K
|
2.48K
$253K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-96- 0.48% |
$9.79K - $11.1K
|
20K
$2.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$102 - $116
|
3.36K
$343K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-47- 0.94% |
$4.79K - $5.44K
|
4.96K
$506K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
195+ 0.99% |
$19.9K - $22.6K
|
19.8K
$2.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-2.43K- 4.66% |
$247K - $281K
|
49.6K
$5.06M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.94K+ 139.22% |
$708K - $803K
|
11.9K
$1.22M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.03K+ 14.31% |
$615K - $698K
|
48.2K
$4.92M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.68K+ 17.06% |
$171K - $194K
|
11.5K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.12KNew |
$216K - $245K
|
2.12K
$216K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
78+ 0.52% |
$7.95K - $9.02K
|
15.1K
$1.54M
|