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 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.23% |
$348 - $378
|
1.33K
$169K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-48- 1.26% |
$5.57K - $6.05K
|
3.77K
$477K
|
|
|
Oct 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.67KNew |
$194K - $211K
|
1.67K
$212K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-78- 1.6% |
$9.04K - $9.82K
|
4.8K
$608K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
868+ 1.75% |
$101K - $109K
|
50.4K
$6.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
355+ 6.52% |
$41.2K - $44.7K
|
5.8K
$735K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1- 0.03% |
$116 - $126
|
3.19K
$404K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
26+ 0.23% |
$3.01K - $3.27K
|
11.2K
$1.42M
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-73- 1.65% |
$8.47K - $9.19K
|
4.35K
$552K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-641- 1.53% |
$74.3K - $80.7K
|
41.3K
$5.24M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-219- 6.03% |
$25.4K - $27.6K
|
3.41K
$432K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
266+ 8.66% |
$30.8K - $33.5K
|
3.34K
$423K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.72K+ 6.08% |
$891K - $1.13M
|
170K
$21.5M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
212+ 2.69% |
$19.4K - $24.6K
|
8.09K
$1.03M
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-11- 0.26% |
$1.01K - $1.28K
|
4.2K
$533K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
949+ 427.48% |
$86.9K - $110K
|
1.17K
$148K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-24- 2.34% |
$2.2K - $2.79K
|
1K
$127K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-50- 2.96% |
$4.58K - $5.81K
|
1.64K
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
18.8K+ 878.07% |
$1.72M - $2.19M
|
21K
$2.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-127- 1.04% |
$11.6K - $14.8K
|
12.1K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
75New |
$6.87K - $8.71K
|
75
$9.51K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-120- 4.74% |
$11K - $13.9K
|
2.41K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
102+ 2.33% |
$9.35K - $11.8K
|
4.47K
$567K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.79K+ 25.11% |
$347K - $440K
|
18.9K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-460- 9.56% |
$42.1K - $53.4K
|
4.35K
$552K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
216+ 284.21% |
$19.8K - $25.1K
|
292
$37K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-33- 67.35% |
$3.02K - $3.83K
|
16
$2.03K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.21K- 7.46% |
$111K - $141K
|
15K
$1.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
214New |
$19.6K - $24.9K
|
214
$27.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.82KNew |
$350K - $444K
|
3.82K
$484K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-99- 24.57% |
$9.07K - $11.5K
|
304
$38.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
220New |
$20.2K - $25.6K
|
220
$27.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.15KNew |
$105K - $134K
|
1.15K
$146K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
369+ 0.54% |
$33.8K - $42.9K
|
69.1K
$8.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.28KNew |
$117K - $149K
|
1.28K
$163K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.08K- 19.06% |
$557K - $706K
|
25.8K
$3.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.2K- 50.0% |
$293K - $372K
|
3.2K
$406K
|
|
|
Aug 12, 2025
Q2 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-99- 1.32% |
$9.07K - $11.5K
|
7.4K
$938K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2New |
$183 - $232
|
2
$254
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.15K- 12.95% |
$105K - $134K
|
7.74K
$981K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-500- 16.67% |
$45.8K - $58.1K
|
2.5K
$317K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.7K+ 185.87% |
$2.17M - $2.76M
|
36.5K
$4.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.77K- 6.85% |
$162K - $206K
|
24.1K
$3.06M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
1.91KNew |
$175K - $221K
|
1.91K
$242K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-148- 5.27% |
$13.6K - $17.2K
|
2.66K
$337K
|
|
|
Aug 06, 2025
Q2 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-344- 14.66% |
$31.5K - $40K
|
2K
$254K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
700New |
$64.1K - $81.3K
|
700
$88.8K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16.5K- 57.04% |
$1.51M - $1.92M
|
12.5K
$1.58M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.81KNew |
$166K - $210K
|
1.81K
$229K
|
|