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 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
704+ 8.54% |
$75.6K - $81.5K
|
8.95K
$913K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
4.98KNew |
$535K - $577K
|
4.98K
$508K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-554- 5.62% |
$59.5K - $64.1K
|
9.31K
$950K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-102- 4.96% |
$11K - $11.8K
|
1.95K
$199K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-36- 12.41% |
$3.87K - $4.17K
|
254
$25.9K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-122- 3.53% |
$13.1K - $14.1K
|
3.34K
$340K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.16K+ 717.93% |
$447K - $482K
|
4.74K
$484K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
65+ 0.58% |
$6.98K - $7.52K
|
11.3K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-213- 5.01% |
$22.9K - $24.6K
|
4.04K
$412K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-523- 2.96% |
$56.2K - $60.5K
|
17.1K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.99K+ 7.72% |
$429K - $462K
|
55.7K
$5.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.04% |
$107 - $116
|
2.35K
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
177+ 0.53% |
$19K - $20.5K
|
33.3K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
542+ 23.08% |
$58.2K - $62.7K
|
2.89K
$295K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-56- 0.72% |
$6.01K - $6.48K
|
7.71K
$786K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.07K+ 4.14% |
$115K - $123K
|
26.8K
$2.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
136+ 1.02% |
$14.6K - $15.7K
|
13.5K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
348New |
$37.4K - $40.3K
|
348
$35.5K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.92K- 7.67% |
$421K - $453K
|
47.1K
$4.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
5+ 0.23% |
$537 - $579
|
2.14K
$219K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
5.56KNew |
$597K - $643K
|
5.56K
$567K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
967New |
$104K - $112K
|
967
$98.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
46+ 0.07% |
$4.94K - $5.32K
|
64.2K
$6.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
447+ 12.07% |
$48K - $51.7K
|
4.15K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-3.98K- 23.3% |
$428K - $461K
|
13.1K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
400New |
$43K - $46.3K
|
400
$40.8K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-6.32K- 9.11% |
$679K - $731K
|
63.1K
$6.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
116+ 210.91% |
$12.5K - $13.4K
|
171
$17.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.21K- 29.01% |
$237K - $255K
|
5.4K
$551K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.72K- 39.79% |
$292K - $314K
|
4.11K
$419K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.8K+ 6.36% |
$193K - $208K
|
30K
$3.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
5+ 0.05% |
$537 - $579
|
10.8K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
385+ 10.85% |
$41.4K - $44.5K
|
3.93K
$401K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
151+ 0.3% |
$16.2K - $17.5K
|
49.9K
$5.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.23K- 16.84% |
$132K - $142K
|
6.06K
$618K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-357- 1.51% |
$38.3K - $41.3K
|
23.4K
$2.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-512- 1.26% |
$55K - $59.2K
|
40.2K
$4.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
11.8KNew |
$1.27M - $1.37M
|
11.8K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 0.32% |
$1.07K - $1.16K
|
3.17K
$323K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-533- 4.29% |
$57.2K - $61.7K
|
11.9K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-389- 5.99% |
$41.8K - $45K
|
6.11K
$623K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
17+ 0.3% |
$1.83K - $1.97K
|
5.73K
$584K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
15+ 0.31% |
$1.61K - $1.74K
|
4.93K
$503K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-135- 2.6% |
$14.5K - $15.6K
|
5.05K
$515K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-903- 9.33% |
$97K - $104K
|
8.77K
$895K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.32K+ 41.3% |
$142K - $153K
|
4.51K
$460K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
828+ 0.9% |
$88.9K - $95.8K
|
92.7K
$9.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
56.5KNew |
$6.07M - $6.54M
|
56.5K
$5.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
119+ 0.72% |
$12.8K - $13.8K
|
16.7K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-443- 16.6% |
$47.6K - $51.3K
|
2.23K
$227K
|