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 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-164- 3.8% |
$19K - $20.7K
|
4.15K
$522K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
294+ 2.88% |
$34.1K - $37K
|
10.5K
$1.32M
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-58- 3.08% |
$6.73K - $7.31K
|
1.82K
$230K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-132- 1.1% |
$15.3K - $16.6K
|
11.9K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
23+ 1.32% |
$2.67K - $2.9K
|
1.76K
$222K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.11K+ 7.13% |
$129K - $140K
|
16.7K
$2.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.29K- 1.59% |
$150K - $163K
|
79.9K
$10.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-69- 2.35% |
$8K - $8.69K
|
2.86K
$361K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-76- 0.98% |
$8.81K - $9.57K
|
7.7K
$969K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-125- 2.95% |
$14.5K - $15.7K
|
4.11K
$518K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.91K+ 6.06% |
$338K - $367K
|
51K
$6.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
101+ 3.2% |
$11.7K - $12.7K
|
3.26K
$410K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
SELL
|
- |
-331- 5.54% |
$38.4K - $41.7K
|
5.65K
$711K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-191- 0.67% |
$22.1K - $24.1K
|
28.4K
$3.58M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.66KNew |
$193K - $209K
|
1.66K
$209K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.02K+ 8.39% |
$118K - $128K
|
13.1K
$1.65M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-82- 3.6% |
$9.51K - $10.3K
|
2.19K
$276K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
181+ 1.57% |
$21K - $22.8K
|
11.7K
$1.48M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-649- 1.54% |
$75.3K - $81.7K
|
41.6K
$5.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
452+ 7.45% |
$52.4K - $56.9K
|
6.52K
$821K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-188- 2.13% |
$21.8K - $23.7K
|
8.66K
$1.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-66- 38.6% |
$7.65K - $8.31K
|
105
$13.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-74- 0.32% |
$8.58K - $9.32K
|
23.3K
$2.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-12.3K- 36.35% |
$1.42M - $1.55M
|
21.5K
$2.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-553- 6.89% |
$64.1K - $69.7K
|
7.48K
$942K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
59+ 2.29% |
$6.84K - $7.43K
|
2.64K
$332K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.67K+ 6.65% |
$1.01M - $1.09M
|
139K
$17.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-3.26K- 4.29% |
$378K - $410K
|
72.6K
$9.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-185- 3.85% |
$21.5K - $23.3K
|
4.63K
$583K
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
320+ 0.89% |
$37.1K - $40.3K
|
36.5K
$4.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
74+ 0.25% |
$8.58K - $9.32K
|
29.9K
$3.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.66KNew |
$192K - $209K
|
1.66K
$209K
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
123+ 2.88% |
$14.3K - $15.5K
|
4.4K
$554K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-769- 2.09% |
$89.2K - $96.9K
|
36K
$4.54M
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-46- 1.4% |
$5.33K - $5.79K
|
3.25K
$409K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-399- 8.03% |
$46.3K - $50.3K
|
4.57K
$576K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$116 - $126
|
4.65K
$586K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 11.08% |
$164K - $178K
|
14.1K
$1.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-23- 0.62% |
$2.67K - $2.9K
|
3.69K
$464K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-437- 2.44% |
$50.7K - $55K
|
17.5K
$2.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.71KNew |
$198K - $215K
|
1.71K
$215K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-44- 0.98% |
$5.1K - $5.54K
|
4.43K
$558K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-15- 0.07% |
$1.74K - $1.89K
|
20.1K
$2.53M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
49+ 1.08% |
$5.68K - $6.17K
|
4.6K
$579K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
47+ 0.19% |
$5.45K - $5.92K
|
24.6K
$3.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
847+ 2.47% |
$98.2K - $107K
|
35.2K
$4.43M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
524+ 12.27% |
$60.8K - $66K
|
4.79K
$604K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-526- 5.98% |
$61K - $66.2K
|
8.28K
$1.04M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-90- 1.02% |
$10.4K - $11.3K
|
8.74K
$1.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
185+ 3.02% |
$21.5K - $23.3K
|
6.32K
$795K
|