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 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.44K+ 28.51% |
$584K - $629K
|
24.5K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.1K- 9.29% |
$118K - $127K
|
10.7K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.84KNew |
$198K - $213K
|
1.84K
$188K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.88K- 8.89% |
$417K - $449K
|
39.8K
$4.06M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.97KNew |
$211K - $227K
|
1.97K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.5K- 9.66% |
$1.34M - $1.44M
|
117K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
39.7K+ 10318.96% |
$4.27M - $4.6M
|
40.1K
$4.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.2K+ 4.59% |
$1.52M - $1.64M
|
323K
$33M
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
37.7KNew |
$4.05M - $4.37M
|
37.7K
$3.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.52K- 4.84% |
$164K - $176K
|
30K
$3.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-3- 0.05% |
$322 - $347
|
6.23K
$635K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
393+ 4.56% |
$42.2K - $45.5K
|
9.01K
$919K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
326New |
$35K - $37.7K
|
326
$33.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.73K+ 4.94% |
$186K - $200K
|
36.8K
$3.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6+ 0.29% |
$644 - $694
|
2.09K
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-144- 0.62% |
$15.5K - $16.7K
|
23.1K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
35.2KNew |
$3.78M - $4.07M
|
35.2K
$3.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-136K- 8.89% |
$14.6M - $15.7M
|
1.39M
$142M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
166+ 4.86% |
$17.8K - $19.2K
|
3.58K
$365K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
183New |
$19.7K - $21.2K
|
183
$18.7K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.93K+ 35.18% |
$207K - $223K
|
7.42K
$757K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-164K- 7.52% |
$17.6M - $19M
|
2.02M
$206M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-561- 16.98% |
$60.3K - $64.9K
|
2.74K
$280K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-37.2K- 12.92% |
$3.99M - $4.3M
|
251K
$25.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-5- 0.16% |
$537 - $579
|
3.06K
$312K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-300- 0.99% |
$32.2K - $34.7K
|
30.1K
$3.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
777+ 16.54% |
$83.5K - $89.9K
|
5.48K
$559K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-318- 3.64% |
$34.2K - $36.8K
|
8.43K
$860K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
3+ 0.05% |
$322 - $347
|
6.1K
$622K
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-55- 0.22% |
$5.91K - $6.36K
|
25.1K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.14K- 7.65% |
$122K - $131K
|
13.7K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.66K- 2.95% |
$823K - $886K
|
252K
$25.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
3.17K+ 8.07% |
$340K - $367K
|
42.4K
$4.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-108- 4.36% |
$11.6K - $12.5K
|
2.37K
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
18+ 0.3% |
$1.93K - $2.08K
|
5.96K
$608K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.62K- 1.61% |
$496K - $534K
|
281K
$28.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-830- 3.97% |
$89.2K - $96K
|
20.1K
$2.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.37K+ 122.11% |
$685K - $737K
|
11.6K
$1.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
173+ 1.26% |
$18.6K - $20K
|
13.9K
$1.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.57K- 4.48% |
$168K - $181K
|
33.4K
$3.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
188K+ 22.93% |
$20.1M - $21.7M
|
1.01M
$103M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
9.77KNew |
$1.05M - $1.13M
|
9.77K
$997K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.91KNew |
$206K - $221K
|
1.91K
$195K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-182- 2.3% |
$19.5K - $21.1K
|
7.72K
$788K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.14KNew |
$230K - $248K
|
2.14K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-7- 0.15% |
$752 - $810
|
4.78K
$488K
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
1.52K+ 16.59% |
$164K - $176K
|
10.7K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.94KNew |
$208K - $224K
|
1.94K
$198K
|
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-2.46K- 2.34% |
$264K - $285K
|
102K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-837- 14.64% |
$89.9K - $96.8K
|
4.88K
$498K
|