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 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
23+ 1.01% |
$2.67K - $2.9K
|
2.3K
$292K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.65KNew |
$191K - $208K
|
1.65K
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.21K- 22.92% |
$141K - $153K
|
4.08K
$518K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
130+ 27.84% |
$15.1K - $16.4K
|
597
$75.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-70- 0.81% |
$8.12K - $8.82K
|
8.57K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.56K+ 33.42% |
$529K - $575K
|
18.2K
$2.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-41- 0.76% |
$4.75K - $5.16K
|
5.35K
$678K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.22K- 6.75% |
$374K - $406K
|
44.5K
$5.64M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
31+ 0.15% |
$3.59K - $3.9K
|
20.5K
$2.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
11.4KNew |
$1.32M - $1.43M
|
11.4K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.35% |
$1.16K - $1.26K
|
2.87K
$364K
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-472- 12.99% |
$54.7K - $59.4K
|
3.16K
$401K
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-155- 2.11% |
$18K - $19.5K
|
7.2K
$913K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
84+ 0.61% |
$9.74K - $10.6K
|
13.8K
$1.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.01K+ 11.83% |
$349K - $379K
|
28.5K
$3.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-285- 4.76% |
$33K - $35.9K
|
5.7K
$723K
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-419- 1.62% |
$48.6K - $52.8K
|
25.4K
$3.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-19- 0.12% |
$2.2K - $2.39K
|
15.7K
$2M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
309+ 9.3% |
$35.8K - $38.9K
|
3.63K
$461K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.48K+ 5.54% |
$287K - $312K
|
47.2K
$5.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.86K- 30.63% |
$332K - $360K
|
6.48K
$821K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9- 0.25% |
$1.04K - $1.13K
|
3.57K
$452K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
1.63K+ 2.88% |
$189K - $206K
|
58.4K
$7.41M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
4.96K+ 89.6% |
$575K - $624K
|
10.5K
$1.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
180+ 1.25% |
$20.9K - $22.7K
|
14.6K
$1.85M
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
14+ 0.23% |
$1.62K - $1.76K
|
6K
$761K
|
|
|
Nov 10, 2025
Q3 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
13+ 0.52% |
$1.51K - $1.64K
|
2.53K
$321K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 0.02% |
$116 - $126
|
5.47K
$694K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-801- 1.37% |
$92.9K - $101K
|
57.9K
$7.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-22.3K- 6.51% |
$2.59M - $2.81M
|
321K
$40.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2+ 0.04% |
$232 - $252
|
5.11K
$648K
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
BUY
|
- |
7+ 0.34% |
$812 - $882
|
2.04K
$258K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1- 0.02% |
$116 - $126
|
4.22K
$535K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-122- 7.05% |
$14.1K - $15.4K
|
1.61K
$204K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-27- 1.42% |
$3.13K - $3.4K
|
1.87K
$238K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-639- 7.94% |
$74.1K - $80.5K
|
7.41K
$939K
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
200+ 6.96% |
$23.2K - $25.2K
|
3.07K
$390K
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-710- 40.36% |
$82.3K - $89.4K
|
1.05K
$133K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
69+ 0.74% |
$8K - $8.69K
|
9.35K
$1.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-364- 3.56% |
$42.2K - $45.8K
|
9.85K
$1.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
344+ 1.67% |
$39.9K - $43.3K
|
20.9K
$2.65M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-120- 2.95% |
$13.9K - $15.1K
|
3.95K
$501K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
491+ 0.04% |
$56.9K - $61.8K
|
1.24M
$157M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.74K- 10.84% |
$318K - $345K
|
22.6K
$2.86M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-192- 0.74% |
$22.3K - $24.2K
|
25.8K
$3.27M
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
870+ 12.48% |
$101K - $110K
|
7.84K
$994K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.58K- 5.04% |
$299K - $325K
|
48.6K
$6.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
14+ 0.24% |
$1.62K - $1.76K
|
5.87K
$745K
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
14+ 0.31% |
$1.62K - $1.76K
|
4.54K
$575K
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-884- 22.25% |
$103K - $111K
|
3.09K
$392K
|
|