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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
152K+ 15.07% |
$14M - $17.7M
|
1.16M
$140M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.7K+ 185.87% |
$2.17M - $2.76M
|
36.5K
$4.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.6K+ 6.7% |
$1.98M - $2.51M
|
344K
$41.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
18.8K+ 878.07% |
$1.72M - $2.19M
|
21K
$2.53M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.4K+ 10.87% |
$1.6M - $2.03M
|
178K
$21.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
13K+ 4.67% |
$1.19M - $1.51M
|
291K
$35M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
12.8K+ 40.72% |
$1.18M - $1.49M
|
44.3K
$5.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
12.7K+ 42.05% |
$1.16M - $1.48M
|
42.9K
$5.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
12.2K+ 56.57% |
$1.12M - $1.42M
|
33.8K
$4.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
11.3KNew |
$1.03M - $1.31M
|
11.3K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6K+ 66.1% |
$974K - $1.24M
|
26.7K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
9.82K+ 25.97% |
$900K - $1.14M
|
47.6K
$5.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.72K+ 6.08% |
$891K - $1.13M
|
170K
$20.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
9.72KNew |
$891K - $1.13M
|
9.72K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.2K+ 165.48% |
$843K - $1.07M
|
14.8K
$1.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.78K+ 20.07% |
$805K - $1.02M
|
52.6K
$6.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
8.12K+ 33825.0% |
$744K - $943K
|
8.14K
$981K
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
7.86K+ 65.4% |
$720K - $913K
|
19.9K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.49KNew |
$594K - $754K
|
6.49K
$781K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.48KNew |
$593K - $752K
|
6.48K
$780K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
6.45KNew |
$590K - $749K
|
6.45K
$776K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5.98KNew |
$548K - $695K
|
5.98K
$720K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.9KNew |
$541K - $686K
|
5.9K
$711K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5.75K+ 20.11% |
$527K - $668K
|
34.4K
$4.14M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
5.62K+ 5.97% |
$514K - $652K
|
99.6K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.6K+ 13.3% |
$513K - $650K
|
47.7K
$5.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.83K+ 23.82% |
$443K - $561K
|
25.1K
$3.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.74K+ 15.45% |
$435K - $551K
|
35.4K
$4.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
4.65K+ 22.31% |
$426K - $540K
|
25.5K
$3.07M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
4.65KNew |
$426K - $540K
|
4.65K
$560K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
4.48KNew |
$410K - $520K
|
4.48K
$539K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.26K+ 5.06% |
$390K - $495K
|
88.4K
$10.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
3.85K+ 11.2% |
$352K - $447K
|
38.2K
$4.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.82KNew |
$350K - $444K
|
3.82K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.79K+ 25.11% |
$347K - $440K
|
18.9K
$2.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.62K+ 30.3% |
$331K - $420K
|
15.5K
$1.87M
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
3.38K+ 8.08% |
$310K - $393K
|
45.3K
$5.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
3.35KNew |
$307K - $389K
|
3.35K
$404K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.12K+ 132.77% |
$286K - $362K
|
5.47K
$659K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.1K+ 2.08% |
$284K - $360K
|
152K
$18.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.06K+ 55.97% |
$280K - $355K
|
8.52K
$1.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
3.03KNew |
$277K - $352K
|
3.03K
$365K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.97K+ 6.16% |
$272K - $345K
|
51.2K
$6.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
2.87KNew |
$263K - $334K
|
2.87K
$346K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.65K+ 8.49% |
$242K - $307K
|
33.8K
$4.07M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
2.61KNew |
$239K - $303K
|
2.61K
$314K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.58KNew |
$236K - $299K
|
2.58K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.57K+ 8.79% |
$235K - $298K
|
31.7K
$3.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.56K+ 28.45% |
$234K - $297K
|
11.5K
$1.39M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.52K+ 5.66% |
$231K - $293K
|
47K
$5.66M
|