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 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
183+ 7.85% |
$21.2K - $23K
|
2.51K
$319K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
76+ 1.43% |
$8.81K - $9.57K
|
5.39K
$683K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.29KNew |
$497K - $540K
|
4.29K
$543K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
15+ 0.72% |
$1.74K - $1.89K
|
2.11K
$267K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-59K- 2.98% |
$6.85M - $7.44M
|
1.93M
$244M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3- 0.72% |
$348 - $378
|
413
$52.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.86KNew |
$216K - $234K
|
1.86K
$236K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.38K+ 36.75% |
$276K - $300K
|
8.86K
$1.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6.2K+ 3.33% |
$719K - $781K
|
193K
$24.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-73- 3.13% |
$8.47K - $9.19K
|
2.26K
$287K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-356- 0.83% |
$41.3K - $44.8K
|
42.6K
$5.4M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-79- 0.72% |
$9.16K - $9.95K
|
11K
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-277- 14.46% |
$32.1K - $34.9K
|
1.64K
$208K
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-95- 4.35% |
$11K - $12K
|
2.09K
$265K
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
8+ 0.25% |
$928 - $1.01K
|
3.19K
$404K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-945- 4.72% |
$110K - $119K
|
19.1K
$2.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-52- 1.34% |
$6.03K - $6.55K
|
3.84K
$487K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-73- 0.36% |
$8.47K - $9.19K
|
20.4K
$2.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-52- 0.86% |
$6.03K - $6.55K
|
5.96K
$756K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $126
|
2.35K
$298K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-166- 6.86% |
$19.2K - $20.9K
|
2.25K
$286K
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
62+ 3.42% |
$7.19K - $7.81K
|
1.87K
$238K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-425- 2.19% |
$49.3K - $53.5K
|
19K
$2.41M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
51+ 0.05% |
$5.91K - $6.42K
|
94.4K
$12M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-585- 5.21% |
$67.8K - $73.7K
|
10.7K
$1.35M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-40- 0.74% |
$4.64K - $5.04K
|
5.38K
$683K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-25- 1.42% |
$2.9K - $3.15K
|
1.73K
$220K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.67K+ 54.5% |
$309K - $336K
|
7.56K
$959K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-98- 0.6% |
$11.4K - $12.3K
|
16.4K
$2.07M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
66+ 0.22% |
$7.65K - $8.31K
|
30.8K
$3.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-1.58K- 5.67% |
$183K - $199K
|
26.3K
$3.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
5KNew |
$579K - $629K
|
5K
$634K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-54- 1.61% |
$6.26K - $6.8K
|
3.31K
$419K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-25.4K- 6.45% |
$2.94M - $3.2M
|
368K
$46.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
525+ 3.83% |
$60.9K - $66.1K
|
14.2K
$1.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
38+ 0.96% |
$4.41K - $4.79K
|
3.99K
$506K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12+ 0.68% |
$1.39K - $1.51K
|
1.77K
$224K
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
1.66KNew |
$192K - $209K
|
1.66K
$210K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.18% |
$116 - $126
|
544
$69K
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
7.95KNew |
$922K - $1M
|
7.95K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.16K- 24.88% |
$135K - $146K
|
3.51K
$445K
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-499- 10.34% |
$57.9K - $62.8K
|
4.33K
$549K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
156New |
$18.1K - $19.6K
|
156
$19.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-566- 2.41% |
$65.6K - $71.3K
|
22.9K
$2.91M
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-754- 2.96% |
$87.4K - $95K
|
24.8K
$3.14M
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-110- 3.11% |
$12.8K - $13.9K
|
3.43K
$434K
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
8.17KNew |
$947K - $1.03M
|
8.17K
$1.04M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
82+ 3.08% |
$9.51K - $10.3K
|
2.75K
$348K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.7KNew |
$313K - $340K
|
2.7K
$343K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-609- 11.66% |
$70.6K - $76.7K
|
4.62K
$585K
|
|