Latest Institutional Transactions on Ishares Msci Kld 400 Social Et (DSI)
This table provides information on the latest institutional transactions involving Ishares Msci Kld 400 Social Et (DSI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-364- 3.19% |
$45K - $47.6K
|
11K
$1.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-996- 4.96% |
$123K - $130K
|
19.1K
$2.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
6.16KNew |
$762K - $806K
|
6.16K
$781K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
263+ 7.88% |
$32.5K - $34.4K
|
3.6K
$457K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.07KNew |
$256K - $271K
|
2.07K
$263K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
9+ 0.43% |
$1.11K - $1.18K
|
2.11K
$268K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-816- 3.58% |
$101K - $107K
|
22K
$2.79M
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-19- 0.76% |
$2.35K - $2.48K
|
2.47K
$313K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.44K+ 5.91% |
$302K - $319K
|
43.8K
$5.55M
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-350- 5.98% |
$43.3K - $45.8K
|
5.5K
$697K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.14KNew |
$388K - $411K
|
3.14K
$398K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-65- 8.14% |
$8.04K - $8.5K
|
734
$93.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.57KNew |
$193K - $205K
|
1.57K
$198K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-108- 3.32% |
$13.4K - $14.1K
|
3.15K
$399K
|
|
|
Jan 07, 2026
Q4 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-61- 3.64% |
$7.54K - $7.98K
|
1.61K
$205K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-323- 14.79% |
$39.9K - $42.2K
|
1.86K
$236K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-22- 0.65% |
$2.72K - $2.88K
|
3.39K
$430K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
935+ 10.2% |
$116K - $122K
|
10.1K
$1.28M
|
|
|
Jan 07, 2026
Q4 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-944- 12.93% |
$117K - $123K
|
6.36K
$806K
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
31+ 0.28% |
$3.83K - $4.05K
|
11.3K
$1.43M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
440+ 3.08% |
$54.4K - $57.5K
|
14.7K
$1.87M
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
29+ 0.57% |
$3.59K - $3.79K
|
5.11K
$647K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
43+ 0.28% |
$5.32K - $5.62K
|
15.2K
$1.92M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-81- 4.0% |
$10K - $10.6K
|
1.95K
$247K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
170New |
$21K - $22.2K
|
170
$21.6K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.63K+ 0.94% |
$202K - $214K
|
176K
$22.3M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-11- 0.56% |
$1.36K - $1.44K
|
1.95K
$247K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.42K+ 5.07% |
$165K - $179K
|
29.4K
$3.73M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-368- 72.16% |
$42.7K - $46.3K
|
142
$18K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
771+ 3.12% |
$89.4K - $97.1K
|
25.5K
$3.23M
|
|
|
Dec 02, 2025
Q3 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
225+ 0.38% |
$26.1K - $28.3K
|
59.7K
$7.57M
|
|
|
Dec 02, 2025
Q3 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
SELL
|
- |
-1.16K- 2.59% |
$134K - $146K
|
43.4K
$5.5M
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.17% |
$232 - $252
|
1.18K
$150K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-224- 0.52% |
$26K - $28.2K
|
42.6K
$5.4M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-33- 7.91% |
$3.83K - $4.16K
|
384
$48.7K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.92K- 1.92% |
$338K - $368K
|
149K
$18.9M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.11K- 9.06% |
$128K - $139K
|
11.1K
$1.41M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-591- 0.67% |
$68.5K - $74.4K
|
87.3K
$11.1M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
354+ 17.61% |
$41K - $44.6K
|
2.36K
$300K
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
996New |
$115K - $125K
|
996
$126K
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-306- 6.82% |
$35.5K - $38.5K
|
4.18K
$530K
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
8.65KNew |
$1M - $1.09M
|
8.65K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-43K- 4.61% |
$4.99M - $5.42M
|
889K
$113M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.8K- 82.62% |
$1.84M - $2M
|
3.33K
$422K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-749- 14.98% |
$86.9K - $94.3K
|
4.25K
$539K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-80- 0.13% |
$9.28K - $10.1K
|
59.7K
$7.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2- 0.07% |
$232 - $252
|
3.05K
$387K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100- 6.07% |
$11.6K - $12.6K
|
1.55K
$196K
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
66+ 2.23% |
$7.65K - $8.31K
|
3.02K
$383K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.2K- 11.46% |
$3.04M - $3.3M
|
202K
$25.7M
|
|