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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-30- 0.57% |
$3.22K - $3.47K
|
5.24K
$534K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.59KNew |
$170K - $184K
|
1.59K
$162K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.25% |
$215 - $231
|
797
$81.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.14K+ 6.45% |
$122K - $132K
|
18.8K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-371- 0.29% |
$39.8K - $42.9K
|
129K
$13.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.27% |
$644 - $694
|
2.23K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.04K- 12.92% |
$111K - $120K
|
7K
$714K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
897New |
$96.3K - $104K
|
897
$91.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-159- 2.6% |
$17.1K - $18.4K
|
5.96K
$608K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
13+ 0.46% |
$1.4K - $1.5K
|
2.84K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
9+ 0.41% |
$967 - $1.04K
|
2.2K
$225K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7.01K+ 5.62% |
$753K - $811K
|
132K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-135- 0.74% |
$14.5K - $15.6K
|
18.1K
$1.85M
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
11+ 0.31% |
$1.18K - $1.27K
|
3.58K
$365K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
299+ 1.22% |
$32.1K - $34.6K
|
24.8K
$2.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-192- 8.94% |
$20.6K - $22.2K
|
1.96K
$200K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-89- 1.15% |
$9.56K - $10.3K
|
7.63K
$779K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-155- 0.76% |
$16.6K - $17.9K
|
20.4K
$2.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
3+ 0.04% |
$322 - $347
|
7.24K
$738K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
85+ 5.06% |
$9.13K - $9.84K
|
1.76K
$180K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-163- 6.69% |
$17.5K - $18.9K
|
2.28K
$232K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-288- 8.49% |
$30.9K - $33.3K
|
3.11K
$317K
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
23.7KNew |
$2.54M - $2.74M
|
23.7K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
234+ 37.68% |
$25.1K - $27.1K
|
855
$87.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-27- 0.2% |
$2.9K - $3.12K
|
13.2K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.94KNew |
$208K - $224K
|
1.94K
$198K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-73- 1.72% |
$7.84K - $8.45K
|
4.16K
$424K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5+ 0.24% |
$537 - $579
|
2.07K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-8- 0.25% |
$859 - $926
|
3.21K
$327K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
23.1KNew |
$2.48M - $2.67M
|
23.1K
$2.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-147- 1.61% |
$15.8K - $17K
|
8.96K
$914K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
265+ 5.87% |
$28.5K - $30.7K
|
4.78K
$488K
|
|
|
Jan 29, 2025
Q4 2024
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
2.13KNew |
$228K - $246K
|
2.13K
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.16K- 4.31% |
$125K - $134K
|
25.8K
$2.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
655+ 3.45% |
$70.4K - $75.8K
|
19.6K
$2M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.37K- 2.71% |
$147K - $158K
|
49.1K
$5.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.22K+ 48.62% |
$239K - $257K
|
6.79K
$693K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-730- 7.51% |
$78.4K - $84.5K
|
8.99K
$917K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-385- 1.49% |
$41.4K - $44.5K
|
25.5K
$2.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-159- 8.2% |
$17.1K - $18.4K
|
1.78K
$182K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.4K+ 29.01% |
$150K - $161K
|
6.2K
$633K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-311- 4.41% |
$33.4K - $36K
|
6.73K
$687K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-145- 4.59% |
$15.6K - $16.8K
|
3.01K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
46New |
$4.94K - $5.32K
|
46
$4.69K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
45+ 0.3% |
$4.83K - $5.21K
|
15.2K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-790- 15.02% |
$84.9K - $91.4K
|
4.47K
$456K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4- 0.16% |
$430 - $463
|
2.47K
$252K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.67K- 2.33% |
$179K - $193K
|
70.2K
$7.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
496+ 2.92% |
$53.3K - $57.4K
|
17.5K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.83KNew |
$196K - $211K
|
1.83K
$186K
|