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 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-98- 0.6% |
$11.4K - $12.3K
|
16.4K
$2.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
66+ 0.22% |
$7.65K - $8.31K
|
30.8K
$3.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-1.58K- 5.67% |
$183K - $199K
|
26.3K
$3.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
5KNew |
$579K - $629K
|
5K
$634K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-54- 1.61% |
$6.26K - $6.8K
|
3.31K
$419K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-25.4K- 6.45% |
$2.94M - $3.2M
|
368K
$46.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
525+ 3.83% |
$60.9K - $66.1K
|
14.2K
$1.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
38+ 0.96% |
$4.41K - $4.79K
|
3.99K
$506K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12+ 0.68% |
$1.39K - $1.51K
|
1.77K
$224K
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
1.66KNew |
$192K - $209K
|
1.66K
$210K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.18% |
$116 - $126
|
544
$69K
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
7.95KNew |
$922K - $1M
|
7.95K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.58K+ 12.72% |
$299K - $324K
|
22.8K
$2.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.16K- 24.88% |
$135K - $146K
|
3.51K
$445K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-499- 10.34% |
$57.9K - $62.8K
|
4.33K
$549K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
156New |
$18.1K - $19.6K
|
156
$19.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-566- 2.41% |
$65.6K - $71.3K
|
22.9K
$2.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-754- 2.96% |
$87.4K - $95K
|
24.8K
$3.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-110- 3.11% |
$12.8K - $13.9K
|
3.43K
$434K
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
8.17KNew |
$947K - $1.03M
|
8.17K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
82+ 3.08% |
$9.51K - $10.3K
|
2.75K
$348K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.7KNew |
$313K - $340K
|
2.7K
$343K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-609- 11.66% |
$70.6K - $76.7K
|
4.62K
$585K
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
1.18K+ 4.37% |
$136K - $148K
|
28.1K
$3.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.69K- 2.11% |
$195K - $212K
|
78.3K
$9.93M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.53K+ 29.43% |
$177K - $192K
|
6.71K
$850K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.81K- 79.86% |
$442K - $480K
|
961
$122K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-174- 2.94% |
$20.2K - $21.9K
|
5.74K
$728K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-138- 3.13% |
$16K - $17.4K
|
4.27K
$541K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14KNew |
$1.62M - $1.76M
|
14K
$1.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
1.63KNew |
$189K - $205K
|
1.63K
$207K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-841- 7.47% |
$97.5K - $106K
|
10.4K
$1.32M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-35- 0.16% |
$4.06K - $4.41K
|
21.9K
$2.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 22.8% |
$1.39M - $1.51M
|
64.5K
$8.18M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
9+ 0.24% |
$1.04K - $1.13K
|
3.77K
$477K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-360- 1.4% |
$41.7K - $45.3K
|
25.3K
$3.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
108New |
$12.5K - $13.6K
|
108
$13.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
2.5KNew |
$290K - $315K
|
2.5K
$317K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-421- 5.17% |
$48.8K - $53K
|
7.72K
$979K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
513+ 13.14% |
$59.5K - $64.6K
|
4.42K
$560K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
271+ 5.64% |
$31.4K - $34.1K
|
5.08K
$644K
|
|
|
Oct 27, 2025
Q3 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
48+ 1.93% |
$5.57K - $6.05K
|
2.53K
$321K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-555- 13.22% |
$64.4K - $69.9K
|
3.64K
$462K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-24- 1.09% |
$2.78K - $3.02K
|
2.17K
$276K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
166+ 4.94% |
$19.2K - $20.9K
|
3.53K
$447K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-6- 0.16% |
$696 - $756
|
3.68K
$466K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-234- 7.69% |
$27.1K - $29.5K
|
2.81K
$356K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.02KNew |
$234K - $254K
|
2.02K
$256K
|
|
|
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
$1.5M
|
|