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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.35KNew |
$240K - $272K
|
2.35K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.27K+ 4.16% |
$231K - $262K
|
56.8K
$6.77M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.27KNew |
$231K - $262K
|
2.27K
$270K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.24K+ 30.24% |
$229K - $260K
|
9.66K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.19K+ 5.17% |
$223K - $253K
|
44.5K
$5.3M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.14KNew |
$218K - $247K
|
2.14K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.14K+ 109.2% |
$218K - $247K
|
4.09K
$487K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.14KNew |
$218K - $247K
|
2.14K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.12KNew |
$216K - $245K
|
2.12K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.96K+ 55.87% |
$200K - $226K
|
5.46K
$650K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.93K+ 11.06% |
$197K - $223K
|
19.4K
$2.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.75KNew |
$178K - $202K
|
1.75K
$208K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.73K+ 7.89% |
$176K - $200K
|
23.6K
$2.81M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.68K+ 17.06% |
$171K - $194K
|
11.5K
$1.37M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.66K+ 65.36% |
$169K - $192K
|
4.21K
$501K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.53K+ 5.54% |
$156K - $177K
|
29.2K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
1.4K+ 7.4% |
$142K - $161K
|
20.3K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.19K+ 64.39% |
$121K - $137K
|
3.03K
$361K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.12K+ 3.73% |
$114K - $129K
|
31.1K
$3.7M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.05K+ 3187.88% |
$107K - $122K
|
1.09K
$129K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.04K+ 2.83% |
$106K - $121K
|
37.8K
$4.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.04K+ 1.39% |
$106K - $120K
|
76.1K
$9.06M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.04K+ 19.27% |
$106K - $120K
|
6.42K
$765K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
944New |
$96.3K - $109K
|
944
$112K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
864+ 9.24% |
$88.1K - $99.9K
|
10.2K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
799+ 7.43% |
$81.5K - $92.4K
|
11.5K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
790+ 165.97% |
$80.6K - $91.4K
|
1.27K
$151K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
742+ 5.59% |
$75.7K - $85.8K
|
14K
$1.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
740+ 8.78% |
$75.5K - $85.6K
|
9.17K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
645+ 3.87% |
$65.8K - $74.6K
|
17.3K
$2.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
629+ 13.94% |
$64.1K - $72.8K
|
5.14K
$613K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
623New |
$63.5K - $72.1K
|
623
$74.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
611+ 13.39% |
$62.3K - $70.7K
|
5.18K
$616K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
572+ 23.55% |
$58.3K - $66.2K
|
3K
$358K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
567+ 7.8% |
$57.8K - $65.6K
|
7.84K
$934K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
535+ 18.41% |
$54.6K - $61.9K
|
3.44K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
482+ 11.95% |
$49.2K - $55.7K
|
4.52K
$538K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
435+ 27.43% |
$44.4K - $50.3K
|
2.02K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
432+ 8.96% |
$44.1K - $50K
|
5.25K
$626K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
422+ 11.93% |
$43K - $48.8K
|
3.96K
$472K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
344+ 11.41% |
$35.1K - $39.8K
|
3.36K
$400K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
339+ 4.92% |
$34.6K - $39.2K
|
7.24K
$862K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
332+ 14.91% |
$33.9K - $38.4K
|
2.56K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
297New |
$30.3K - $34.4K
|
297
$35.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
294+ 3.57% |
$30K - $34K
|
8.52K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
284+ 12.89% |
$29K - $32.8K
|
2.49K
$296K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
281+ 35.26% |
$28.7K - $32.5K
|
1.08K
$128K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
271+ 1.81% |
$27.6K - $31.3K
|
15.2K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
270+ 7.08% |
$27.5K - $31.2K
|
4.08K
$486K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
268New |
$27.3K - $31K
|
268
$31.9K
|