Latest Institutional Purchases of Ishares Msci Kld 400 Social Et (DSI)
This list provides information on the latest institutional transactions involving Ishares Msci Kld 400 Social Et (DSI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
41.4K+ 306.45% |
$5.11M - $5.41M
|
54.8K
$6.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
6.16KNew |
$762K - $806K
|
6.16K
$781K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.75K+ 70.0% |
$588K - $621K
|
11.5K
$1.46M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.14KNew |
$388K - $411K
|
3.14K
$398K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.78K+ 5.45% |
$344K - $364K
|
53.8K
$6.82M
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
2.63KNew |
$326K - $344K
|
2.63K
$334K
|
|
|
Jan 16, 2026
Q4 2025
|
Asl Financial, LLC
Los Gatos, CA |
BUY
|
- |
2.5KNew |
$309K - $327K
|
2.5K
$317K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.44K+ 5.91% |
$302K - $319K
|
43.8K
$5.55M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.34K+ 30.88% |
$289K - $305K
|
9.9K
$1.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.33KNew |
$288K - $305K
|
2.33K
$295K
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2.28KNew |
$281K - $297K
|
2.28K
$288K
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
2.25K+ 77.59% |
$278K - $294K
|
5.15K
$653K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.07KNew |
$256K - $271K
|
2.07K
$263K
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.83K+ 42.74% |
$226K - $240K
|
6.12K
$776K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.63K+ 0.94% |
$202K - $214K
|
176K
$22.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.57KNew |
$193K - $205K
|
1.57K
$198K
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
1.17K+ 23.57% |
$145K - $153K
|
6.14K
$778K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
935+ 10.2% |
$116K - $122K
|
10.1K
$1.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
870+ 33.98% |
$108K - $114K
|
3.43K
$435K
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
524+ 3.0% |
$64.8K - $68.5K
|
18K
$2.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
472+ 3.57% |
$58.4K - $61.7K
|
13.7K
$1.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
440+ 3.08% |
$54.4K - $57.5K
|
14.7K
$1.87M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
410+ 9.17% |
$50.7K - $53.6K
|
4.88K
$619K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
263+ 7.88% |
$32.5K - $34.4K
|
3.6K
$457K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
214+ 0.87% |
$26.5K - $28K
|
24.8K
$3.15M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
170New |
$21K - $22.2K
|
170
$21.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
134+ 4.68% |
$16.6K - $17.5K
|
3K
$380K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
61+ 2.23% |
$7.54K - $7.98K
|
2.8K
$355K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
50New |
$6.18K - $6.54K
|
50
$6.34K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
43+ 0.28% |
$5.32K - $5.62K
|
15.2K
$1.92M
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
31+ 0.28% |
$3.83K - $4.05K
|
11.3K
$1.43M
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
30+ 0.92% |
$3.71K - $3.92K
|
3.28K
$415K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
29+ 0.57% |
$3.59K - $3.79K
|
5.11K
$647K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
14+ 0.62% |
$1.73K - $1.83K
|
2.28K
$289K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12+ 0.39% |
$1.48K - $1.57K
|
3.09K
$391K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
9+ 0.43% |
$1.11K - $1.18K
|
2.11K
$268K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
2+ 0.05% |
$247 - $262
|
3.69K
$468K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
62.8K+ 28.0% |
$7.28M - $7.91M
|
287K
$36.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.9K+ 4.38% |
$5.91M - $6.42M
|
1.21M
$154M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.3K+ 20.96% |
$4.32M - $4.7M
|
215K
$27.3M
|
|
|
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 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
17.8K+ 4.43% |
$2.06M - $2.24M
|
420K
$53.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
16.2KNew |
$1.88M - $2.04M
|
16.2K
$2.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14KNew |
$1.62M - $1.76M
|
14K
$1.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 22.8% |
$1.39M - $1.51M
|
64.5K
$8.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.8K+ 6.87% |
$1.37M - $1.49M
|
184K
$23.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.4K+ 55.79% |
$1.32M - $1.44M
|
31.8K
$4.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
11.4KNew |
$1.32M - $1.43M
|
11.4K
$1.44M
|
|
|
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 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.73K+ 102.47% |
$1.01M - $1.1M
|
17.2K
$2.19M
|
|