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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
16+ 0.38% |
$1.47K - $1.86K
|
4.2K
$500K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
15+ 0.3% |
$1.37K - $1.74K
|
4.97K
$592K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
10+ 0.2% |
$916 - $1.16K
|
5.1K
$608K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
9+ 0.21% |
$825 - $1.05K
|
4.27K
$509K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8+ 0.11% |
$733 - $929
|
7.36K
$877K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5+ 0.78% |
$458 - $581
|
646
$77K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.23% |
$275 - $348
|
1.33K
$158K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
84.3K+ 44.55% |
$8.59M - $9.75M
|
273K
$32.6M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
68.8KNew |
$7.01M - $7.95M
|
68.8K
$8.19M
|
|
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
55.5KNew |
$5.66M - $6.42M
|
55.5K
$6.61M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
48.5K+ 5.16% |
$4.95M - $5.61M
|
989K
$118M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.7K+ 588.0% |
$4.36M - $4.94M
|
50K
$5.96M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
36.5K+ 100.14% |
$3.72M - $4.22M
|
73K
$8.69M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
35.2K+ 26.71% |
$3.59M - $4.07M
|
167K
$19.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23K+ 8.52% |
$2.34M - $2.66M
|
293K
$34.8M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21.6KNew |
$2.2M - $2.5M
|
21.6K
$2.57M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.6K+ 14.7% |
$2.1M - $2.38M
|
160K
$19.1M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.9K+ 7.1% |
$1.82M - $2.07M
|
270K
$32.2M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.1K+ 1470.7% |
$1.54M - $1.74M
|
16.1K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.5K+ 628.26% |
$1.48M - $1.68M
|
16.9K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
14.1KNew |
$1.44M - $1.63M
|
14.1K
$1.68M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.9K+ 491.7% |
$1.42M - $1.61M
|
16.8K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6K+ 0.67% |
$1.38M - $1.57M
|
2.03M
$242M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
12.8K+ 15.7% |
$1.3M - $1.48M
|
94K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.5K+ 17.45% |
$1.28M - $1.45M
|
84.2K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.9K+ 593.7% |
$1.11M - $1.26M
|
12.8K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
10.4K+ 649.56% |
$1.06M - $1.21M
|
12K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.9K+ 65.2% |
$1.01M - $1.15M
|
25.1K
$2.99M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.28KNew |
$946K - $1.07M
|
9.28K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.83K+ 12.57% |
$900K - $1.02M
|
79K
$9.42M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.87K+ 3.61% |
$701K - $795K
|
197K
$23.5M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.37K+ 26.14% |
$547K - $621K
|
25.9K
$3.08M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.19KNew |
$530K - $601K
|
5.19K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.07K+ 3.28% |
$517K - $586K
|
160K
$19M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5KNew |
$510K - $578K
|
5K
$596K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.7K+ 0.47% |
$480K - $544K
|
1.01M
$120M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.64K+ 4.11% |
$473K - $536K
|
117K
$14M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4.61K+ 22.63% |
$470K - $533K
|
25K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.24K+ 2.93% |
$432K - $491K
|
149K
$17.7M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.99K+ 16.29% |
$407K - $462K
|
28.5K
$3.39M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.96KNew |
$403K - $458K
|
3.96K
$471K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.24KNew |
$330K - $374K
|
3.24K
$386K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.2K+ 100.0% |
$326K - $370K
|
6.4K
$762K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
2.84KNew |
$289K - $328K
|
2.84K
$338K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.71KNew |
$276K - $313K
|
2.71K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.65K+ 5.34% |
$270K - $306K
|
52.2K
$6.22M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.43KNew |
$248K - $281K
|
2.43K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
2.43K+ 24.83% |
$247K - $281K
|
12.2K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
2.4K+ 14.18% |
$245K - $277K
|
19.3K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.37KNew |
$241K - $274K
|
2.37K
$282K
|
|