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 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-585- 9.04% |
$62.8K - $67.7K
|
5.88K
$600K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
568+ 2.25% |
$61K - $65.7K
|
25.8K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-599- 4.8% |
$64.3K - $69.3K
|
11.9K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
444+ 1.06% |
$47.7K - $51.4K
|
42.3K
$4.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
25+ 0.08% |
$2.69K - $2.89K
|
32.3K
$3.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-362- 3.94% |
$38.9K - $41.9K
|
8.83K
$900K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
15+ 0.28% |
$1.61K - $1.74K
|
5.35K
$546K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
190KNew |
$20.5M - $22M
|
190K
$19.4M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-306- 0.76% |
$32.9K - $35.4K
|
40K
$4.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-20- 1.07% |
$2.15K - $2.31K
|
1.86K
$189K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.91K- 23.29% |
$205K - $221K
|
6.3K
$643K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
64+ 1.94% |
$6.87K - $7.41K
|
3.36K
$342K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
15.6KNew |
$1.67M - $1.8M
|
15.6K
$1.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-7- 0.57% |
$752 - $810
|
1.22K
$125K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
12.2K+ 3.14% |
$1.31M - $1.42M
|
402K
$41M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-921- 3.51% |
$98.9K - $107K
|
25.3K
$2.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
804+ 2.39% |
$86.4K - $93K
|
34.4K
$3.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.46K+ 333.02% |
$264K - $285K
|
3.2K
$326K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
158+ 1.9% |
$17K - $18.3K
|
8.49K
$866K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
17.3KNew |
$1.86M - $2M
|
17.3K
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.99K+ 67.66% |
$428K - $461K
|
9.88K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
2.3K+ 13.85% |
$247K - $266K
|
18.9K
$1.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-126- 1.97% |
$13.5K - $14.6K
|
6.28K
$640K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-316- 23.41% |
$33.9K - $36.6K
|
1.03K
$105K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9- 1.81% |
$967 - $1.04K
|
489
$49.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-16K- 17.56% |
$1.72M - $1.85M
|
75K
$7.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.06K- 20.6% |
$114K - $122K
|
4.07K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-179- 1.18% |
$19.2K - $20.7K
|
14.9K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
20.7KNew |
$2.23M - $2.4M
|
20.7K
$2.11M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-272- 6.32% |
$29.2K - $31.5K
|
4.03K
$412K
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-125- 1.61% |
$13.4K - $14.5K
|
7.64K
$780K
|
|
|
Feb 04, 2025
Q4 2024
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
245+ 9.2% |
$26.3K - $28.3K
|
2.91K
$297K
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
1.6KNew |
$172K - $186K
|
1.6K
$164K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6+ 0.29% |
$644 - $694
|
2.07K
$211K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.69K- 16.88% |
$181K - $195K
|
8.32K
$849K
|
|
|
Feb 03, 2025
Q4 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-729- 1.88% |
$78.3K - $84.4K
|
38K
$3.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
206+ 9.27% |
$22.1K - $23.8K
|
2.43K
$248K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-1.07K- 29.15% |
$115K - $124K
|
2.61K
$266K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.39K- 17.93% |
$794K - $855K
|
33.8K
$3.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11+ 0.12% |
$1.18K - $1.27K
|
9.39K
$958K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$215 - $231
|
2.77K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.74K- 4.56% |
$187K - $202K
|
36.5K
$3.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.89K+ 112.04% |
$310K - $334K
|
5.46K
$557K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-119- 3.03% |
$12.8K - $13.8K
|
3.81K
$389K
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
16.9KNew |
$1.82M - $1.96M
|
16.9K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.79K- 8.82% |
$730K - $786K
|
70.2K
$7.16M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-69- 0.75% |
$7.41K - $7.98K
|
9.09K
$927K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.96K- 1.55% |
$318K - $343K
|
188K
$19.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-948- 3.15% |
$102K - $110K
|
29.2K
$2.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-407- 8.38% |
$43.7K - $47.1K
|
4.45K
$454K
|