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 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
123+ 2.88% |
$14.3K - $15.5K
|
4.4K
$554K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
108New |
$12.5K - $13.6K
|
108
$13.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
103+ 4.95% |
$11.9K - $13K
|
2.18K
$275K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
101+ 3.2% |
$11.7K - $12.7K
|
3.26K
$410K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
90+ 1.97% |
$10.4K - $11.3K
|
4.67K
$588K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
82+ 3.08% |
$9.51K - $10.3K
|
2.75K
$346K
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
81+ 2.13% |
$9.39K - $10.2K
|
3.88K
$488K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
74+ 0.25% |
$8.58K - $9.32K
|
29.9K
$3.76M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
66+ 0.22% |
$7.65K - $8.31K
|
30.8K
$3.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
59+ 2.29% |
$6.84K - $7.43K
|
2.64K
$332K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
51+ 0.05% |
$5.91K - $6.42K
|
94.4K
$11.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
49+ 1.08% |
$5.68K - $6.17K
|
4.6K
$579K
|
|
|
Oct 27, 2025
Q3 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
48+ 1.93% |
$5.57K - $6.05K
|
2.53K
$319K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
47+ 0.19% |
$5.45K - $5.92K
|
24.6K
$3.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
38+ 0.96% |
$4.41K - $4.79K
|
3.99K
$503K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
26+ 0.23% |
$3.01K - $3.27K
|
11.2K
$1.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
23+ 0.09% |
$2.67K - $2.9K
|
24.7K
$3.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
23+ 1.32% |
$2.67K - $2.9K
|
1.76K
$222K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
20+ 5.33% |
$2.32K - $2.52K
|
395
$49.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12+ 0.68% |
$1.39K - $1.51K
|
1.77K
$223K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
9+ 0.24% |
$1.04K - $1.13K
|
3.77K
$474K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
8+ 0.45% |
$928 - $1.01K
|
1.79K
$226K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.34% |
$812 - $882
|
2.09K
$263K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.12% |
$696 - $756
|
5.14K
$648K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6+ 0.22% |
$696 - $756
|
2.74K
$345K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.28% |
$348 - $378
|
1.08K
$136K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.23% |
$348 - $378
|
1.33K
$168K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.18% |
$116 - $126
|
544
$68.5K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.01% |
$116 - $126
|
12.6K
$1.59M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $126
|
2.78K
$350K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$116 - $126
|
4.65K
$586K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
152K+ 15.07% |
$14M - $17.7M
|
1.16M
$146M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
65.1K+ 62.72% |
$5.96M - $7.56M
|
169K
$21.3M
|
|
|
Sep 30, 2025
Q2 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
44.6KNew |
$4.08M - $5.18M
|
44.6K
$5.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.7K+ 185.87% |
$2.17M - $2.76M
|
36.5K
$4.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.6K+ 6.7% |
$1.98M - $2.51M
|
344K
$43.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
18.8K+ 878.07% |
$1.72M - $2.19M
|
21K
$2.64M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.4K+ 10.87% |
$1.6M - $2.03M
|
178K
$22.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
13K+ 4.67% |
$1.19M - $1.51M
|
291K
$36.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
12.8K+ 40.72% |
$1.18M - $1.49M
|
44.3K
$5.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6K+ 66.1% |
$974K - $1.24M
|
26.7K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.72K+ 6.08% |
$891K - $1.13M
|
170K
$21.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
9.72KNew |
$891K - $1.13M
|
9.72K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.2K+ 165.48% |
$843K - $1.07M
|
14.8K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.49KNew |
$594K - $754K
|
6.49K
$817K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.48KNew |
$593K - $752K
|
6.48K
$816K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
6.45KNew |
$590K - $749K
|
6.45K
$812K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.9KNew |
$541K - $686K
|
5.9K
$743K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
5.62K+ 5.97% |
$514K - $652K
|
99.6K
$12.5M
|
|