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 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-144- 1.84% |
$16.7K - $18.1K
|
7.68K
$973K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$116 - $126
|
16.3K
$2.07M
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-531- 24.82% |
$61.6K - $66.9K
|
1.61K
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.65K- 3.73% |
$192K - $208K
|
42.7K
$5.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
266+ 8.66% |
$30.8K - $33.5K
|
3.34K
$423K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.53K+ 3.25% |
$177K - $193K
|
48.6K
$6.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-64- 0.93% |
$7.42K - $8.06K
|
6.79K
$861K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-13.4K- 77.86% |
$1.55M - $1.69M
|
3.81K
$483K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-103- 4.23% |
$11.9K - $13K
|
2.33K
$295K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
34+ 1.9% |
$3.94K - $4.28K
|
1.82K
$231K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-234- 3.63% |
$27.1K - $29.5K
|
6.21K
$787K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.31K- 35.63% |
$268K - $291K
|
4.18K
$529K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
592+ 16.45% |
$68.6K - $74.6K
|
4.19K
$531K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.4K+ 55.79% |
$1.32M - $1.44M
|
31.8K
$4.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
909+ 13.72% |
$105K - $114K
|
7.53K
$955K
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-820- 2.15% |
$95.1K - $103K
|
37.4K
$4.74M
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.21K- 5.8% |
$140K - $152K
|
19.7K
$2.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3+ 0.06% |
$348 - $378
|
4.62K
$586K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
750+ 1.04% |
$87K - $94.5K
|
73.1K
$9.26M
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
110+ 0.42% |
$12.8K - $13.9K
|
26.4K
$3.34M
|
|
|
Nov 06, 2025
Q3 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.42K- 45.39% |
$165K - $179K
|
1.71K
$217K
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
17.8K+ 4.43% |
$2.06M - $2.24M
|
420K
$53.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20- 12.05% |
$2.32K - $2.52K
|
146
$18.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-84.8K- 99.6% |
$9.84M - $10.7M
|
337
$42.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-1.63K- 4.26% |
$189K - $205K
|
36.6K
$4.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
30+ 0.68% |
$3.48K - $3.78K
|
4.43K
$561K
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
BUY
|
- |
3.62KNew |
$420K - $456K
|
3.62K
$459K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.7K- 38.03% |
$197K - $213K
|
2.76K
$350K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-580- 13.01% |
$67.3K - $73.1K
|
3.88K
$492K
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-338- 3.33% |
$39.2K - $42.6K
|
9.81K
$1.24M
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-38- 1.05% |
$4.41K - $4.79K
|
3.57K
$453K
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
SELL
|
- |
-521- 4.59% |
$60.4K - $65.6K
|
10.8K
$1.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-724- 13.76% |
$84K - $91.2K
|
4.54K
$575K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-41- 2.0% |
$4.75K - $5.16K
|
2.01K
$255K
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-606- 18.01% |
$70.3K - $76.3K
|
2.76K
$350K
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.9K+ 73.15% |
$220K - $239K
|
4.49K
$569K
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-4.29K- 4.37% |
$497K - $540K
|
93.8K
$11.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-365- 3.26% |
$42.3K - $46K
|
10.8K
$1.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.68K- 10.09% |
$195K - $212K
|
15K
$1.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.92K+ 11.97% |
$223K - $242K
|
18K
$2.28M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-4.99K- 18.79% |
$579K - $629K
|
21.6K
$2.74M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
158+ 2.62% |
$18.3K - $19.9K
|
6.19K
$785K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-184- 9.54% |
$21.3K - $23.2K
|
1.74K
$221K
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
132+ 4.22% |
$15.3K - $16.6K
|
3.26K
$413K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
6.93K+ 241.36% |
$804K - $873K
|
9.8K
$1.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
35.6K+ 80.52% |
$4.13M - $4.48M
|
79.8K
$10.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.53KNew |
$409K - $444K
|
3.53K
$447K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.76% |
$116 - $126
|
132
$16.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
183+ 7.85% |
$21.2K - $23K
|
2.51K
$319K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.86KNew |
$216K - $234K
|
1.86K
$236K
|
|