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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
48+ 1.93% |
$5.57K - $6.05K
|
2.53K
$319K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
271+ 5.64% |
$31.4K - $34.1K
|
5.08K
$639K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-234- 7.69% |
$27.1K - $29.5K
|
2.81K
$354K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.02KNew |
$234K - $254K
|
2.02K
$254K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-276- 3.25% |
$32K - $34.8K
|
8.22K
$1.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-581- 4.67% |
$67.4K - $73.2K
|
11.9K
$1.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.58K+ 8.72% |
$183K - $199K
|
19.7K
$2.48M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
23+ 0.09% |
$2.67K - $2.9K
|
24.7K
$3.11M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
7.42KNew |
$860K - $934K
|
7.42K
$934K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-6- 0.16% |
$696 - $756
|
3.68K
$463K
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
81+ 2.13% |
$9.39K - $10.2K
|
3.88K
$488K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
204+ 1.42% |
$23.7K - $25.7K
|
14.6K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-328- 7.94% |
$38K - $41.3K
|
3.8K
$479K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-721- 4.99% |
$83.6K - $90.8K
|
13.7K
$1.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.99K+ 1.75% |
$347K - $377K
|
175K
$22M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-123- 2.68% |
$14.3K - $15.5K
|
4.46K
$562K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
924+ 10.32% |
$107K - $116K
|
9.88K
$1.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$116 - $126
|
12.2K
$1.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1- 0.22% |
$116 - $126
|
461
$58.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
20+ 5.33% |
$2.32K - $2.52K
|
395
$49.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-67- 0.68% |
$7.77K - $8.44K
|
9.79K
$1.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
282+ 1.49% |
$32.7K - $35.5K
|
19.2K
$2.41M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-38- 0.44% |
$4.41K - $4.79K
|
8.56K
$1.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
7.73K+ 38.87% |
$896K - $974K
|
27.6K
$3.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
103+ 4.95% |
$11.9K - $13K
|
2.18K
$275K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-739- 11.97% |
$85.7K - $93.1K
|
5.44K
$684K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.86K- 0.9% |
$215K - $234K
|
203K
$25.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
8+ 0.45% |
$928 - $1.01K
|
1.79K
$226K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-210- 3.67% |
$24.4K - $26.4K
|
5.51K
$693K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.28% |
$348 - $378
|
1.08K
$136K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.34% |
$812 - $882
|
2.09K
$263K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
90+ 1.97% |
$10.4K - $11.3K
|
4.67K
$588K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-99- 1.57% |
$11.5K - $12.5K
|
6.21K
$782K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-12- 1.21% |
$1.39K - $1.51K
|
977
$123K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-729- 4.85% |
$84.5K - $91.8K
|
14.3K
$1.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-151K- 55.01% |
$17.5M - $19M
|
124K
$15.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $126
|
2.78K
$350K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-1.04K- 13.38% |
$121K - $131K
|
6.74K
$849K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.01% |
$116 - $126
|
12.6K
$1.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-70- 2.29% |
$8.12K - $8.82K
|
2.98K
$376K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-91- 5.04% |
$10.6K - $11.5K
|
1.71K
$216K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-141- 0.64% |
$16.4K - $17.8K
|
21.9K
$2.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-185- 0.93% |
$21.5K - $23.3K
|
19.8K
$2.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-133- 2.61% |
$15.4K - $16.8K
|
4.97K
$626K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-296- 20.46% |
$34.3K - $37.3K
|
1.15K
$145K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2- 0.02% |
$232 - $252
|
10.9K
$1.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.71K+ 8.51% |
$662K - $719K
|
72.7K
$9.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
510+ 4.02% |
$59.1K - $64.2K
|
13.2K
$1.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.82K- 4.98% |
$210K - $229K
|
34.6K
$4.36M
|