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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-119- 9.32% |
$12.8K - $13.8K
|
1.16K
$118K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.5KNew |
$376K - $405K
|
3.5K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-204- 1.66% |
$21.9K - $23.6K
|
12.1K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
116New |
$12.5K - $13.4K
|
116
$11.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13.7K+ 394.57% |
$1.47M - $1.58M
|
17.1K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-117K- 2.39% |
$12.5M - $13.5M
|
4.75M
$485M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
27.3KNew |
$2.93M - $3.16M
|
27.3K
$2.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-804- 0.44% |
$86.4K - $93K
|
184K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
17+ 0.29% |
$1.83K - $1.97K
|
5.83K
$595K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.34K+ 2.51% |
$144K - $155K
|
54.6K
$5.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-318- 5.35% |
$34.2K - $36.8K
|
5.63K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.09K- 2.09% |
$332K - $357K
|
145K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
22+ 0.3% |
$2.36K - $2.55K
|
7.35K
$750K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-3.73K- 3.52% |
$401K - $432K
|
102K
$10.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-9.12K- 7.11% |
$979K - $1.06M
|
119K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-216- 5.28% |
$23.2K - $25K
|
3.88K
$395K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.44K+ 18.25% |
$155K - $167K
|
9.35K
$954K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-739- 18.86% |
$79.4K - $85.5K
|
3.18K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.25K+ 30.35% |
$135K - $145K
|
5.38K
$549K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.69K+ 36.71% |
$396K - $427K
|
13.7K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-986- 5.72% |
$106K - $114K
|
16.3K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
910+ 4.34% |
$97.7K - $105K
|
21.9K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
16+ 0.15% |
$1.72K - $1.85K
|
10.4K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-557- 10.4% |
$59.8K - $64.5K
|
4.8K
$490K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-220- 1.35% |
$23.6K - $25.5K
|
16.1K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.4K+ 95.03% |
$795K - $856K
|
15.2K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.6K+ 14.92% |
$2.64M - $2.84M
|
189K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-18- 0.48% |
$1.93K - $2.08K
|
3.77K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$107 - $116
|
3.27K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3- 1.56% |
$322 - $347
|
189
$19.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-222- 0.37% |
$23.8K - $25.7K
|
60K
$6.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.73K+ 2.17% |
$615K - $663K
|
270K
$27.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.5K+ 169.64% |
$1.02M - $1.1M
|
15.1K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.5K+ 13.23% |
$1.34M - $1.45M
|
107K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-61- 2.11% |
$6.55K - $7.06K
|
2.83K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.87K- 4.94% |
$201K - $216K
|
36K
$3.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
587+ 17.9% |
$63K - $67.9K
|
3.87K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-935- 1.47% |
$100K - $108K
|
62.7K
$6.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.33K+ 97.71% |
$358K - $386K
|
6.75K
$688K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.27KNew |
$781K - $841K
|
7.27K
$742K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-259- 6.43% |
$27.8K - $30K
|
3.77K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
349New |
$37.5K - $40.4K
|
349
$35.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.86KNew |
$200K - $216K
|
1.86K
$190K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.15KNew |
$231K - $249K
|
2.15K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
4.33KNew |
$465K - $500K
|
4.33K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-179- 1.19% |
$19.2K - $20.7K
|
14.9K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.67K- 3.23% |
$501K - $540K
|
140K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-250- 13.85% |
$26.9K - $28.9K
|
1.56K
$159K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15K+ 35.95% |
$1.61M - $1.74M
|
56.7K
$5.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-68- 0.31% |
$7.3K - $7.87K
|
22.2K
$2.26M
|