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 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
264+ 2.99% |
$26.9K - $30.5K
|
9.09K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
237+ 8.06% |
$24.2K - $27.4K
|
3.18K
$378K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
233+ 1.01% |
$23.8K - $26.9K
|
23.4K
$2.79M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
229+ 6.67% |
$23.4K - $26.5K
|
3.66K
$436K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
217+ 1.95% |
$22.1K - $25.1K
|
11.4K
$1.35M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
213+ 6.86% |
$21.7K - $24.6K
|
3.32K
$395K
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
208+ 8.78% |
$21.2K - $24.1K
|
2.58K
$307K
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
195+ 0.99% |
$19.9K - $22.6K
|
19.8K
$2.36M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
194+ 3.55% |
$19.8K - $22.4K
|
5.65K
$674K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
191+ 11.17% |
$19.5K - $22.1K
|
1.9K
$226K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
191+ 0.19% |
$19.5K - $22.1K
|
103K
$12.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
190+ 20.21% |
$19.4K - $22K
|
1.13K
$135K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
181+ 2.87% |
$18.5K - $20.9K
|
6.48K
$772K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
175+ 0.58% |
$17.8K - $20.2K
|
30.2K
$3.6M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
171+ 1.15% |
$17.4K - $19.8K
|
15.1K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
151+ 2.57% |
$15.4K - $17.5K
|
6.03K
$719K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
148+ 3.09% |
$15.1K - $17.1K
|
4.93K
$587K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
144+ 1.26% |
$14.7K - $16.7K
|
11.6K
$1.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
143+ 1.54% |
$14.6K - $16.5K
|
9.45K
$1.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
137+ 1.15% |
$14K - $15.8K
|
12K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
115+ 0.23% |
$11.7K - $13.3K
|
50K
$5.96M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
105+ 0.25% |
$10.7K - $12.1K
|
42.5K
$5.07M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
93+ 5.98% |
$9.48K - $10.8K
|
1.65K
$196K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
86+ 4.88% |
$8.77K - $9.95K
|
1.85K
$220K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
76New |
$7.75K - $8.79K
|
76
$9.05K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
76+ 2.0% |
$7.75K - $8.79K
|
3.88K
$462K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
65+ 2.37% |
$6.63K - $7.52K
|
2.81K
$335K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
63+ 15.33% |
$6.42K - $7.29K
|
474
$56.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
61+ 6.31% |
$6.22K - $7.06K
|
1.03K
$122K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
55New |
$5.61K - $6.36K
|
55
$6.55K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
54+ 15.47% |
$5.51K - $6.25K
|
403
$48K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
53+ 0.23% |
$5.4K - $6.13K
|
23.4K
$2.79M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
44+ 0.32% |
$4.49K - $5.09K
|
13.7K
$1.64M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
40+ 3.45% |
$4.08K - $4.63K
|
1.2K
$143K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
38+ 1.68% |
$3.88K - $4.4K
|
2.3K
$274K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
33+ 1.09% |
$3.37K - $3.82K
|
3.06K
$364K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
22+ 0.67% |
$2.24K - $2.54K
|
3.29K
$392K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20+ 7.87% |
$2.04K - $2.31K
|
274
$32.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
19+ 0.1% |
$1.94K - $2.2K
|
18.8K
$2.24M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
19+ 2.44% |
$1.94K - $2.2K
|
799
$95.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17+ 0.69% |
$1.73K - $1.97K
|
2.48K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
16+ 0.27% |
$1.63K - $1.85K
|
5.85K
$697K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
15+ 0.25% |
$1.53K - $1.73K
|
5.97K
$712K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13+ 1.28% |
$1.33K - $1.5K
|
1.03K
$122K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12+ 0.22% |
$1.22K - $1.39K
|
5.37K
$639K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12+ 0.19% |
$1.22K - $1.39K
|
6.22K
$740K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.14% |
$1.02K - $1.16K
|
7.29K
$868K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9+ 0.46% |
$918 - $1.04K
|
1.98K
$235K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
8+ 0.25% |
$816 - $925
|
3.17K
$378K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
8+ 0.21% |
$816 - $925
|
3.78K
$451K
|