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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.95K+ 3.3% |
$226K - $245K
|
61K
$7.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
1+ 0.01% |
$116 - $126
|
12.7K
$1.61M
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2+ 0.02% |
$232 - $252
|
12.8K
$1.62M
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
1+ 0.06% |
$116 - $126
|
1.76K
$223K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
299New |
$34.7K - $37.7K
|
299
$37.9K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
802+ 12.08% |
$93K - $101K
|
7.44K
$943K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-383- 0.93% |
$44.4K - $48.2K
|
40.7K
$5.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.72KNew |
$431K - $468K
|
3.72K
$471K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-7- 0.2% |
$812 - $882
|
3.47K
$439K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-18.3K- 4.06% |
$2.12M - $2.3M
|
432K
$54.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-160- 1.48% |
$18.6K - $20.2K
|
10.7K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.6K+ 188.57% |
$765K - $831K
|
10.1K
$1.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
380New |
$44.1K - $47.9K
|
380
$48.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.6K- 27.03% |
$185K - $201K
|
4.31K
$546K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-498- 4.94% |
$57.7K - $62.7K
|
9.59K
$1.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.5K+ 11.89% |
$1.22M - $1.32M
|
98.9K
$12.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.97K- 12.6% |
$1.04M - $1.13M
|
62.2K
$7.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-600- 0.93% |
$69.6K - $75.6K
|
64.2K
$8.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.69K+ 14.69% |
$428K - $465K
|
28.8K
$3.65M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 8.37% |
$231K - $251K
|
25.8K
$3.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.05K- 1.74% |
$585K - $636K
|
286K
$36.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.79K- 8.1% |
$555K - $603K
|
54.3K
$6.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.7K- 3.71% |
$1.71M - $1.86M
|
382K
$48.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
97+ 1.49% |
$11.2K - $12.2K
|
6.62K
$839K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
253+ 3.2% |
$29.3K - $31.9K
|
8.15K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-462- 18.0% |
$53.6K - $58.2K
|
2.11K
$267K
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-412- 9.86% |
$47.8K - $51.9K
|
3.77K
$478K
|
|
|
Nov 12, 2025
Q3 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-41- 2.17% |
$4.75K - $5.16K
|
1.85K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 0.04% |
$348 - $378
|
7.53K
$954K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
86+ 2.6% |
$9.97K - $10.8K
|
3.39K
$430K
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-544- 15.33% |
$63.1K - $68.5K
|
3.01K
$381K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-17- 1.27% |
$1.97K - $2.14K
|
1.33K
$168K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
664+ 35.87% |
$77K - $83.6K
|
2.52K
$319K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-450- 1.65% |
$52.2K - $56.7K
|
26.9K
$3.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-973- 1.37% |
$113K - $123K
|
70.2K
$8.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-32- 1.65% |
$3.71K - $4.03K
|
1.91K
$242K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-253- 5.58% |
$29.3K - $31.9K
|
4.28K
$542K
|
|
|
Nov 12, 2025
Q3 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-2.37K- 4.53% |
$274K - $298K
|
49.8K
$6.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
4.21K+ 9.31% |
$489K - $531K
|
49.5K
$6.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.51K- 65.54% |
$175K - $190K
|
795
$101K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-24.4K- 27.19% |
$2.83M - $3.07M
|
65.3K
$8.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $126
|
2.77K
$351K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-107- 0.47% |
$12.4K - $13.5K
|
22.6K
$2.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
496+ 2.2% |
$57.5K - $62.5K
|
23.1K
$2.93M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.9K+ 4.38% |
$5.91M - $6.42M
|
1.21M
$154M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.73K+ 102.47% |
$1.01M - $1.1M
|
17.2K
$2.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
16.2KNew |
$1.88M - $2.04M
|
16.2K
$2.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-24.7K- 20.63% |
$2.86M - $3.11M
|
94.9K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.63KNew |
$189K - $206K
|
1.63K
$207K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-21- 4.09% |
$2.44K - $2.64K
|
493
$62.5K
|
|