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 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.1K+ 22.84% |
$1.29M - $1.39M
|
64.8K
$6.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-15- 0.14% |
$1.61K - $1.74K
|
10.7K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.9K- 64.9% |
$848K - $914K
|
4.27K
$436K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-625- 16.08% |
$67.1K - $72.3K
|
3.26K
$333K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-78- 0.47% |
$8.38K - $9.03K
|
16.7K
$1.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
318+ 8.71% |
$34.2K - $36.8K
|
3.97K
$405K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-950- 2.58% |
$102K - $110K
|
35.9K
$3.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.8K+ 62.89% |
$408K - $440K
|
9.84K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-564- 4.26% |
$60.6K - $65.3K
|
12.7K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
205+ 0.4% |
$22K - $23.7K
|
52K
$5.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1- 0.06% |
$107 - $116
|
1.56K
$160K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-17- 0.19% |
$1.83K - $1.97K
|
8.73K
$890K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-20- 28.57% |
$2.15K - $2.31K
|
50
$5.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
788+ 10.59% |
$84.6K - $91.2K
|
8.23K
$839K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.89KNew |
$203K - $218K
|
1.89K
$192K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-50- 2.59% |
$5.37K - $5.79K
|
1.88K
$192K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
81+ 2.34% |
$8.7K - $9.37K
|
3.54K
$361K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-20- 0.32% |
$2.15K - $2.31K
|
6.25K
$637K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.65K- 3.74% |
$177K - $191K
|
42.4K
$4.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
5.29KNew |
$568K - $612K
|
5.29K
$540K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-45- 0.94% |
$4.83K - $5.21K
|
4.73K
$483K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-139- 5.25% |
$14.9K - $16.1K
|
2.51K
$256K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-61- 1.09% |
$6.55K - $7.06K
|
5.54K
$565K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-178- 3.0% |
$19.1K - $20.6K
|
5.76K
$588K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-115- 2.99% |
$12.4K - $13.3K
|
3.73K
$380K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
90+ 13.04% |
$9.67K - $10.4K
|
780
$79.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.24K- 4.89% |
$133K - $143K
|
24K
$2.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.7KNew |
$182K - $196K
|
1.7K
$173K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
171+ 9.16% |
$18.4K - $19.8K
|
2.04K
$208K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-70- 2.26% |
$7.52K - $8.1K
|
3.02K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-560- 22.45% |
$60.1K - $64.8K
|
1.93K
$197K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-9.83K- 64.04% |
$1.06M - $1.14M
|
5.52K
$563K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-350- 9.73% |
$37.6K - $40.5K
|
3.25K
$331K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 40.0% |
$10.7K - $11.6K
|
150
$15.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2- 0.02% |
$215 - $231
|
10.8K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.57K- 28.92% |
$491K - $529K
|
11.2K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14.2K- 47.3% |
$1.53M - $1.65M
|
15.8K
$1.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-653- 0.51% |
$70.1K - $75.6K
|
126K
$12.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-5- 0.15% |
$537 - $579
|
3.27K
$334K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
7.26K+ 116.32% |
$779K - $840K
|
13.5K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
144+ 1.2% |
$15.5K - $16.7K
|
12.2K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
462+ 12.32% |
$49.6K - $53.5K
|
4.21K
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1K- 4.02% |
$108K - $116K
|
23.9K
$2.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.71K+ 4.25% |
$183K - $198K
|
41.9K
$4.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.61K+ 47.76% |
$173K - $187K
|
4.99K
$509K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
115+ 3.27% |
$12.4K - $13.3K
|
3.64K
$371K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-501- 1.34% |
$53.8K - $58K
|
37K
$3.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
83+ 1.72% |
$8.92K - $9.6K
|
4.91K
$501K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-5- 0.13% |
$537 - $579
|
3.71K
$378K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
69K+ 56.75% |
$7.41M - $7.98M
|
191K
$19.4M
|