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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-462- 18.0% |
$53.6K - $58.2K
|
2.11K
$267K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-544- 15.33% |
$63.1K - $68.5K
|
3.01K
$381K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-17- 1.27% |
$1.97K - $2.14K
|
1.33K
$168K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
664+ 35.87% |
$77K - $83.6K
|
2.52K
$319K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-973- 1.37% |
$113K - $123K
|
70.2K
$8.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-32- 1.65% |
$3.71K - $4.03K
|
1.91K
$242K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-253- 5.58% |
$29.3K - $31.9K
|
4.28K
$542K
|
|
|
Nov 12, 2025
Q3 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-2.37K- 4.53% |
$274K - $298K
|
49.8K
$6.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
4.21K+ 9.31% |
$489K - $531K
|
49.5K
$6.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.51K- 65.54% |
$175K - $190K
|
795
$101K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-24.4K- 27.19% |
$2.83M - $3.07M
|
65.3K
$8.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $126
|
2.77K
$351K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-107- 0.47% |
$12.4K - $13.5K
|
22.6K
$2.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
496+ 2.2% |
$57.5K - $62.5K
|
23.1K
$2.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.9K+ 4.38% |
$5.91M - $6.42M
|
1.21M
$154M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.73K+ 102.47% |
$1.01M - $1.1M
|
17.2K
$2.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.22K- 6.75% |
$374K - $406K
|
44.5K
$5.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
16.2KNew |
$1.88M - $2.04M
|
16.2K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-24.7K- 20.63% |
$2.86M - $3.11M
|
94.9K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.63KNew |
$189K - $206K
|
1.63K
$207K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-21- 4.09% |
$2.44K - $2.64K
|
493
$62.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
23+ 1.01% |
$2.67K - $2.9K
|
2.3K
$292K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.65KNew |
$191K - $208K
|
1.65K
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.21K- 22.92% |
$141K - $153K
|
4.08K
$518K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 0.04% |
$348 - $378
|
7.53K
$954K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-70- 0.81% |
$8.12K - $8.82K
|
8.57K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.56K+ 33.42% |
$529K - $575K
|
18.2K
$2.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-41- 0.76% |
$4.75K - $5.16K
|
5.35K
$678K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
31+ 0.15% |
$3.59K - $3.9K
|
20.5K
$2.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
11.4KNew |
$1.32M - $1.43M
|
11.4K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.35% |
$1.16K - $1.26K
|
2.87K
$364K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
130+ 27.84% |
$15.1K - $16.4K
|
597
$75.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-472- 12.99% |
$54.7K - $59.4K
|
3.16K
$401K
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-155- 2.11% |
$18K - $19.5K
|
7.2K
$913K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
84+ 0.61% |
$9.74K - $10.6K
|
13.8K
$1.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.01K+ 11.83% |
$349K - $379K
|
28.5K
$3.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-285- 4.76% |
$33K - $35.9K
|
5.7K
$723K
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-419- 1.62% |
$48.6K - $52.8K
|
25.4K
$3.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-19- 0.12% |
$2.2K - $2.39K
|
15.7K
$2M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
309+ 9.3% |
$35.8K - $38.9K
|
3.63K
$461K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.48K+ 5.54% |
$287K - $312K
|
47.2K
$5.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.86K- 30.63% |
$332K - $360K
|
6.48K
$821K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9- 0.25% |
$1.04K - $1.13K
|
3.57K
$452K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
1.63K+ 2.88% |
$189K - $206K
|
58.4K
$7.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
4.96K+ 89.6% |
$575K - $624K
|
10.5K
$1.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
180+ 1.25% |
$20.9K - $22.7K
|
14.6K
$1.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
14+ 0.23% |
$1.62K - $1.76K
|
6K
$761K
|
|
|
Nov 10, 2025
Q3 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
13+ 0.52% |
$1.51K - $1.64K
|
2.53K
$321K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 0.02% |
$116 - $126
|
5.47K
$694K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-801- 1.37% |
$92.9K - $101K
|
57.9K
$7.33M
|
|