Latest Institutional Purchases of Ishares Msci Kld 400 Social Et (DSI)
This list provides information on the latest institutional transactions involving Ishares Msci Kld 400 Social Et (DSI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14KNew |
$1.62M - $1.76M
|
14K
$1.76M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 22.8% |
$1.39M - $1.51M
|
64.5K
$8.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.67K+ 6.65% |
$1.01M - $1.09M
|
139K
$17.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
8.17KNew |
$947K - $1.03M
|
8.17K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
7.95KNew |
$922K - $1M
|
7.95K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
7.73K+ 38.87% |
$896K - $974K
|
27.6K
$3.48M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
7.42KNew |
$860K - $934K
|
7.42K
$934K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.71K+ 8.51% |
$662K - $719K
|
72.7K
$9.16M
|
|
|
Oct 30, 2025
Q3 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
5KNew |
$579K - $629K
|
5K
$629K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.99K+ 1.75% |
$347K - $377K
|
175K
$22M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.91K+ 6.06% |
$338K - $367K
|
51K
$6.43M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.7KNew |
$313K - $340K
|
2.7K
$340K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.67K+ 54.5% |
$309K - $336K
|
7.56K
$952K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.58K+ 12.72% |
$299K - $324K
|
22.8K
$2.87M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
2.5KNew |
$290K - $315K
|
2.5K
$315K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.02KNew |
$234K - $254K
|
2.02K
$254K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.94KNew |
$225K - $244K
|
1.94K
$244K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.71KNew |
$198K - $215K
|
1.71K
$215K
|
|
|
Oct 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.67KNew |
$194K - $211K
|
1.67K
$211K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.66KNew |
$193K - $209K
|
1.66K
$209K
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
1.66KNew |
$192K - $209K
|
1.66K
$209K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.66KNew |
$192K - $209K
|
1.66K
$209K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
1.63KNew |
$189K - $205K
|
1.63K
$205K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.58K+ 8.72% |
$183K - $199K
|
19.7K
$2.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.53K+ 29.43% |
$177K - $192K
|
6.71K
$845K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 11.08% |
$164K - $178K
|
14.1K
$1.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.28K+ 12.63% |
$148K - $161K
|
11.4K
$1.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
1.18K+ 4.37% |
$136K - $148K
|
28.1K
$3.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.11K+ 7.13% |
$129K - $140K
|
16.7K
$2.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.02K+ 8.39% |
$118K - $128K
|
13.1K
$1.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
924+ 10.32% |
$107K - $116K
|
9.88K
$1.24M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
868+ 1.75% |
$101K - $109K
|
50.4K
$6.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
847+ 2.47% |
$98.2K - $107K
|
35.2K
$4.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
694+ 8.19% |
$80.5K - $87.4K
|
9.17K
$1.15M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
525+ 3.83% |
$60.9K - $66.1K
|
14.2K
$1.79M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
524+ 12.27% |
$60.8K - $66K
|
4.79K
$604K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
513+ 13.14% |
$59.5K - $64.6K
|
4.42K
$556K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
510+ 4.02% |
$59.1K - $64.2K
|
13.2K
$1.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
452+ 7.45% |
$52.4K - $56.9K
|
6.52K
$821K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
355+ 6.52% |
$41.2K - $44.7K
|
5.8K
$730K
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
320+ 0.89% |
$37.1K - $40.3K
|
36.5K
$4.59M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
294+ 2.88% |
$34.1K - $37K
|
10.5K
$1.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
282+ 1.49% |
$32.7K - $35.5K
|
19.2K
$2.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
271+ 5.64% |
$31.4K - $34.1K
|
5.08K
$639K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
266+ 8.66% |
$30.8K - $33.5K
|
3.34K
$420K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
204+ 1.42% |
$23.7K - $25.7K
|
14.6K
$1.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
185+ 3.02% |
$21.5K - $23.3K
|
6.32K
$795K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
181+ 1.57% |
$21K - $22.8K
|
11.7K
$1.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
166+ 4.94% |
$19.2K - $20.9K
|
3.53K
$444K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
156New |
$18.1K - $19.6K
|
156
$19.6K
|