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 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
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
22.1K+ 396.21% |
$2.37M - $2.55M
|
27.6K
$2.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
21.5K+ 57.0% |
$2.31M - $2.49M
|
59.3K
$6.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.1K+ 9.69% |
$2.27M - $2.44M
|
239K
$24.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
20.7KNew |
$2.23M - $2.4M
|
20.7K
$2.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
17.3KNew |
$1.86M - $2M
|
17.3K
$1.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
16.9KNew |
$1.82M - $1.96M
|
16.9K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.9K+ 11.48% |
$1.71M - $1.84M
|
155K
$15.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
15.6KNew |
$1.67M - $1.8M
|
15.6K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
15.4K+ 3.19% |
$1.65M - $1.78M
|
498K
$50.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15K+ 35.95% |
$1.61M - $1.74M
|
56.7K
$5.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
14.2K+ 4.59% |
$1.52M - $1.64M
|
323K
$33M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13.7K+ 394.57% |
$1.47M - $1.58M
|
17.1K
$1.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.5K+ 13.23% |
$1.34M - $1.45M
|
107K
$10.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
12.2K+ 3.14% |
$1.31M - $1.42M
|
402K
$41M
|
|
|
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 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
11.8KNew |
$1.27M - $1.37M
|
11.8K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
9.77KNew |
$1.05M - $1.13M
|
9.77K
$997K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.5K+ 169.64% |
$1.02M - $1.1M
|
15.1K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
9.18KNew |
$986K - $1.06M
|
9.18K
$937K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
8.85K+ 15.2% |
$951K - $1.02M
|
67.1K
$6.84M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.7K+ 12.42% |
$935K - $1.01M
|
78.8K
$8.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.4K+ 95.03% |
$795K - $856K
|
15.2K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.27KNew |
$781K - $841K
|
7.27K
$742K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
7.26K+ 116.32% |
$779K - $840K
|
13.5K
$1.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7.01K+ 5.62% |
$753K - $811K
|
132K
$13.5M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.9KNew |
$741K - $798K
|
6.9K
$704K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.37K+ 122.11% |
$685K - $737K
|
11.6K
$1.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
6.23K+ 14.36% |
$669K - $721K
|
49.6K
$5.06M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.76K+ 31.64% |
$619K - $667K
|
24K
$2.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.73K+ 2.17% |
$615K - $663K
|
270K
$27.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
5.56KNew |
$597K - $643K
|
5.56K
$567K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.44K+ 28.51% |
$584K - $629K
|
24.5K
$2.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
5.29KNew |
$568K - $612K
|
5.29K
$540K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
4.98KNew |
$535K - $577K
|
4.98K
$508K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
4.87K+ 7.23% |
$523K - $563K
|
72.2K
$7.36M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
4.58K+ 133.91% |
$492K - $530K
|
8K
$816K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.56KNew |
$490K - $528K
|
4.56K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
4.33KNew |
$465K - $500K
|
4.33K
$441K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.26K+ 24.96% |
$458K - $493K
|
21.3K
$2.18M
|
|
|
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
|
Brio Consultants, LLC
|
BUY
|
- |
3.99K+ 7.72% |
$429K - $462K
|
55.7K
$5.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.99K+ 67.66% |
$428K - $461K
|
9.88K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
3.96KNew |
$425K - $458K
|
3.96K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.69K+ 36.71% |
$396K - $427K
|
13.7K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.5KNew |
$376K - $405K
|
3.5K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.33K+ 97.71% |
$358K - $386K
|
6.75K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
3.32KNew |
$357K - $384K
|
3.32K
$339K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.27KNew |
$351K - $379K
|
3.27K
$334K
|