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 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
889+ 8.76% |
$81.5K - $103K
|
11K
$1.39M
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
841+ 23.08% |
$77.1K - $97.7K
|
4.49K
$565K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
788+ 2.97% |
$72.2K - $91.5K
|
27.3K
$3.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
776+ 36.53% |
$71.1K - $90.1K
|
2.9K
$365K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
762+ 8.17% |
$69.8K - $88.5K
|
10.1K
$1.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
700New |
$64.1K - $81.3K
|
700
$88.2K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
592+ 29.97% |
$54.2K - $68.8K
|
2.57K
$323K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
543+ 5.97% |
$49.7K - $63.1K
|
9.63K
$1.21M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
524+ 120.18% |
$48K - $60.9K
|
960
$121K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
500+ 1.96% |
$45.8K - $58.1K
|
26K
$3.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
425+ 17.5% |
$38.9K - $49.4K
|
2.85K
$359K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
416New |
$38.1K - $48.3K
|
416
$52.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
412+ 10.94% |
$37.7K - $47.9K
|
4.18K
$526K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
396+ 15.98% |
$36.3K - $46K
|
2.87K
$362K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
369+ 0.54% |
$33.8K - $42.9K
|
69.1K
$8.71M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
366+ 2.66% |
$33.5K - $42.5K
|
14.1K
$1.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
337+ 5.17% |
$30.9K - $39.1K
|
6.85K
$863K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
328+ 2.33% |
$30.1K - $38.1K
|
14.4K
$1.82M
|
|
|
Aug 01, 2025
Q2 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
315+ 1.55% |
$28.9K - $36.6K
|
20.6K
$2.59M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
239+ 3.28% |
$21.9K - $27.8K
|
7.53K
$948K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
220New |
$20.2K - $25.6K
|
220
$27.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
216+ 284.21% |
$19.8K - $25.1K
|
292
$36.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
214New |
$19.6K - $24.9K
|
214
$26.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
147+ 53.45% |
$13.5K - $17.1K
|
422
$53.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
144+ 2.22% |
$13.2K - $16.7K
|
6.63K
$834K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
142+ 13.81% |
$13K - $16.5K
|
1.17K
$147K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
130+ 5.91% |
$11.9K - $15.1K
|
2.33K
$294K
|
|
|
Jul 25, 2025
Q2 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
124+ 0.5% |
$11.4K - $14.4K
|
25.1K
$3.16M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
122+ 1.69% |
$11.2K - $14.2K
|
7.36K
$927K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
104+ 3.27% |
$9.53K - $12.1K
|
3.28K
$413K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
102+ 2.33% |
$9.35K - $11.8K
|
4.47K
$563K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
100+ 2.21% |
$9.16K - $11.6K
|
4.62K
$581K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
89+ 4.25% |
$8.15K - $10.3K
|
2.18K
$275K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
86+ 1.66% |
$7.88K - $9.99K
|
5.26K
$663K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
76+ 1.39% |
$6.96K - $8.83K
|
5.53K
$696K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
75New |
$6.87K - $8.71K
|
75
$9.44K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
43+ 0.08% |
$3.94K - $4.99K
|
52.3K
$6.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
34+ 1.33% |
$3.12K - $3.95K
|
2.59K
$326K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
32+ 1.09% |
$2.93K - $3.72K
|
2.98K
$375K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
30+ 0.84% |
$2.75K - $3.48K
|
3.61K
$455K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
30+ 0.99% |
$2.75K - $3.48K
|
3.06K
$385K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29+ 0.05% |
$2.66K - $3.37K
|
59K
$7.43M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
28+ 17.39% |
$2.57K - $3.25K
|
189
$23.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15+ 0.46% |
$1.37K - $1.74K
|
3.3K
$416K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
14+ 0.23% |
$1.28K - $1.63K
|
5.99K
$754K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
13+ 0.22% |
$1.19K - $1.51K
|
5.86K
$738K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
11+ 0.49% |
$1.01K - $1.28K
|
2.28K
$287K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10+ 0.16% |
$916 - $1.16K
|
6.23K
$784K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8+ 0.09% |
$733 - $929
|
9.34K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.22% |
$641 - $813
|
3.18K
$400K
|