Latest Institutional Purchases of Ishares Msci Kld 400 Social Et (DSI)
This list provides information on the latest institutional transactions involving Ishares Msci Kld 400 Social Et (DSI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
69K+ 56.75% |
$7.41M - $7.98M
|
191K
$21.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
56.5KNew |
$6.07M - $6.54M
|
56.5K
$6.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.1K+ 22.84% |
$1.29M - $1.39M
|
64.8K
$7.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8.85K+ 15.2% |
$951K - $1.02M
|
67.1K
$7.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
7.26K+ 116.32% |
$779K - $840K
|
13.5K
$1.55M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.9KNew |
$741K - $798K
|
6.9K
$794K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
5.29KNew |
$568K - $612K
|
5.29K
$609K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.94K+ 13.28% |
$531K - $572K
|
42.2K
$4.86M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
4.58K+ 133.91% |
$492K - $530K
|
8K
$921K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.8K+ 62.89% |
$408K - $440K
|
9.84K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.84K+ 41.28% |
$305K - $328K
|
9.7K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.89KNew |
$203K - $218K
|
1.89K
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.76K+ 86.47% |
$189K - $204K
|
3.8K
$438K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.71K+ 4.25% |
$183K - $198K
|
41.9K
$4.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.7KNew |
$182K - $196K
|
1.7K
$195K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.61K+ 47.76% |
$173K - $187K
|
4.99K
$574K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.42K+ 8.43% |
$152K - $164K
|
18.2K
$2.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
1.32K+ 41.3% |
$142K - $153K
|
4.51K
$520K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
828+ 0.9% |
$88.9K - $95.8K
|
92.7K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
788+ 10.59% |
$84.6K - $91.2K
|
8.23K
$947K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
650+ 20.57% |
$69.8K - $75.2K
|
3.81K
$439K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
462+ 12.32% |
$49.6K - $53.5K
|
4.21K
$485K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
447+ 12.07% |
$48K - $51.7K
|
4.15K
$478K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
400New |
$43K - $46.3K
|
400
$46.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
318+ 8.71% |
$34.2K - $36.8K
|
3.97K
$457K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
205+ 0.4% |
$22K - $23.7K
|
52K
$5.99M
|
|
|
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
$235K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
144+ 1.2% |
$15.5K - $16.7K
|
12.2K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
137+ 5.39% |
$14.7K - $15.9K
|
2.68K
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
131+ 2.69% |
$14.1K - $15.2K
|
5K
$576K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
119+ 0.72% |
$12.8K - $13.8K
|
16.7K
$1.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
116+ 210.91% |
$12.5K - $13.4K
|
171
$19.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
115+ 3.27% |
$12.4K - $13.3K
|
3.64K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
90+ 13.04% |
$9.67K - $10.4K
|
780
$89.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
83+ 1.72% |
$8.92K - $9.6K
|
4.91K
$565K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
81+ 2.34% |
$8.7K - $9.37K
|
3.54K
$407K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
46+ 0.07% |
$4.94K - $5.32K
|
64.2K
$7.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
24New |
$2.58K - $2.78K
|
24
$2.76K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
17+ 0.3% |
$1.83K - $1.97K
|
5.73K
$659K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
15+ 0.31% |
$1.61K - $1.74K
|
4.93K
$567K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
14+ 0.29% |
$1.5K - $1.62K
|
4.84K
$557K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8+ 0.4% |
$859 - $926
|
2.02K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
6New |
$644 - $694
|
6
$691
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 0.3% |
$430 - $463
|
1.32K
$152K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.46% |
$107 - $116
|
217
$25K
|
|
| Q3 2024 | |||||||
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
214K+ 121.86% |
$20.9M - $23.3M
|
390K
$44.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 2.21% |
$10.3M - $11.4M
|
4.87M
$561M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
33.1K+ 699.2% |
$3.24M - $3.6M
|
37.8K
$4.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
33K+ 35.43% |
$3.22M - $3.59M
|
126K
$14.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
30.1KNew |
$2.95M - $3.28M
|
30.1K
$3.47M
|
|