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 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
5.62K+ 5.97% |
$514K - $652K
|
99.6K
$12.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.6K+ 13.3% |
$513K - $650K
|
47.7K
$6M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.83K+ 23.82% |
$443K - $561K
|
25.1K
$3.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.74K+ 15.45% |
$435K - $551K
|
35.4K
$4.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.26K+ 5.06% |
$390K - $495K
|
88.4K
$11.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
3.85K+ 11.2% |
$352K - $447K
|
38.2K
$4.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.82KNew |
$350K - $444K
|
3.82K
$481K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.79K+ 25.11% |
$347K - $440K
|
18.9K
$2.38M
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
3.38K+ 8.08% |
$310K - $393K
|
45.3K
$5.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
3.35KNew |
$307K - $389K
|
3.35K
$422K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.12K+ 132.77% |
$286K - $362K
|
5.47K
$689K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.1K+ 2.08% |
$284K - $360K
|
152K
$19.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.06K+ 55.97% |
$280K - $355K
|
8.52K
$1.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
3.03KNew |
$277K - $352K
|
3.03K
$381K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.97K+ 6.16% |
$272K - $345K
|
51.2K
$6.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
2.87KNew |
$263K - $334K
|
2.87K
$362K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.65K+ 8.49% |
$242K - $307K
|
33.8K
$4.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
2.61KNew |
$239K - $303K
|
2.61K
$328K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.57K+ 8.79% |
$235K - $298K
|
31.7K
$4M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.52K+ 5.66% |
$231K - $293K
|
47K
$5.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.29K+ 4.02% |
$209K - $266K
|
59.1K
$7.44M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.26KNew |
$207K - $262K
|
2.26K
$284K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.19K+ 15.78% |
$200K - $254K
|
16K
$2.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.12KNew |
$195K - $247K
|
2.12K
$267K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.08K+ 64.22% |
$190K - $241K
|
5.31K
$669K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.05KNew |
$188K - $238K
|
2.05K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.94KNew |
$177K - $225K
|
1.94K
$244K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.93KNew |
$177K - $224K
|
1.93K
$243K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.91KNew |
$175K - $222K
|
1.91K
$240K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
1.91KNew |
$175K - $221K
|
1.91K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.89KNew |
$173K - $219K
|
1.89K
$238K
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.87KNew |
$171K - $217K
|
1.87K
$235K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.86KNew |
$171K - $217K
|
1.86K
$235K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.85KNew |
$170K - $215K
|
1.85K
$233K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.83KNew |
$167K - $212K
|
1.83K
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.81KNew |
$166K - $210K
|
1.81K
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
1.81KNew |
$166K - $210K
|
1.81K
$228K
|
|
|
Oct 16, 2025
Q2 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
1.76KNew |
$161K - $205K
|
1.76K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.74KNew |
$160K - $202K
|
1.74K
$219K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.63K+ 19.11% |
$149K - $189K
|
10.2K
$1.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.57K+ 2.26% |
$144K - $182K
|
71.1K
$8.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.42K+ 0.64% |
$130K - $165K
|
222K
$28M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
1.3K+ 2.33% |
$119K - $151K
|
56.8K
$7.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.28KNew |
$117K - $149K
|
1.28K
$161K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.2K+ 52.17% |
$110K - $139K
|
3.5K
$441K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.15KNew |
$105K - $134K
|
1.15K
$145K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
951+ 44.84% |
$87.1K - $110K
|
3.07K
$387K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
949+ 427.48% |
$86.9K - $110K
|
1.17K
$147K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
910+ 25.66% |
$83.4K - $106K
|
4.46K
$561K
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
899+ 3.6% |
$82.4K - $104K
|
25.9K
$3.26M
|