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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.95K+ 3.3% |
$226K - $245K
|
61K
$7.73M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.94KNew |
$225K - $244K
|
1.94K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.93K+ 6.69% |
$223K - $242K
|
30.7K
$3.89M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.92K+ 11.97% |
$223K - $242K
|
18K
$2.28M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.9K+ 73.15% |
$220K - $239K
|
4.49K
$569K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.86KNew |
$216K - $234K
|
1.86K
$236K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.71KNew |
$198K - $215K
|
1.71K
$217K
|
|
|
Oct 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.67KNew |
$194K - $211K
|
1.67K
$212K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.66KNew |
$193K - $209K
|
1.66K
$211K
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
1.66KNew |
$192K - $209K
|
1.66K
$210K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.66KNew |
$192K - $209K
|
1.66K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.65KNew |
$191K - $208K
|
1.65K
$209K
|
|
|
Nov 10, 2025
Q3 2025
|
Brio Consultants, LLC
|
BUY
|
- |
1.63K+ 2.88% |
$189K - $206K
|
58.4K
$7.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.63KNew |
$189K - $206K
|
1.63K
$207K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
1.63KNew |
$189K - $205K
|
1.63K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.63KNew |
$189K - $205K
|
1.63K
$206K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.58K+ 8.72% |
$183K - $199K
|
19.7K
$2.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.54K+ 4.56% |
$179K - $194K
|
35.4K
$4.48M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.53K+ 3.25% |
$177K - $193K
|
48.6K
$6.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.53K+ 29.43% |
$177K - $192K
|
6.71K
$850K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 11.08% |
$164K - $178K
|
14.1K
$1.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.28K+ 12.63% |
$148K - $161K
|
11.4K
$1.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
1.18K+ 4.37% |
$136K - $148K
|
28.1K
$3.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.11K+ 7.13% |
$129K - $140K
|
16.7K
$2.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.02K+ 8.39% |
$118K - $128K
|
13.1K
$1.67M
|
|
|
Nov 17, 2025
Q3 2025
|
Palisade Asset Management, LLC
|
BUY
|
- |
996New |
$115K - $125K
|
996
$126K
|
|
|
Nov 14, 2025
Q3 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
990+ 1.89% |
$115K - $125K
|
53.3K
$6.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
924+ 10.32% |
$107K - $116K
|
9.88K
$1.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
909+ 13.72% |
$105K - $114K
|
7.53K
$955K
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
870+ 12.48% |
$101K - $110K
|
7.84K
$994K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
868+ 1.75% |
$101K - $109K
|
50.4K
$6.4M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
847+ 2.47% |
$98.2K - $107K
|
35.2K
$4.46M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
802+ 12.08% |
$93K - $101K
|
7.44K
$943K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
771+ 3.12% |
$89.4K - $97.1K
|
25.5K
$3.23M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
750+ 1.04% |
$87K - $94.5K
|
73.1K
$9.26M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
694+ 8.19% |
$80.5K - $87.4K
|
9.17K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
664+ 35.87% |
$77K - $83.6K
|
2.52K
$319K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
613New |
$71.1K - $77.2K
|
613
$77.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
592+ 16.45% |
$68.6K - $74.6K
|
4.19K
$531K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
525+ 3.83% |
$60.9K - $66.1K
|
14.2K
$1.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
524+ 12.27% |
$60.8K - $66K
|
4.79K
$608K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
513+ 13.14% |
$59.5K - $64.6K
|
4.42K
$560K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
510+ 4.02% |
$59.1K - $64.2K
|
13.2K
$1.67M
|
|
|
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 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
491+ 0.04% |
$56.9K - $61.8K
|
1.24M
$157M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
452+ 7.45% |
$52.4K - $56.9K
|
6.52K
$827K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
413New |
$47.9K - $52K
|
413
$52.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
390+ 22.38% |
$45.2K - $49.1K
|
2.13K
$270K
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
380New |
$44.1K - $47.9K
|
380
$48.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
379+ 1222.58% |
$43.9K - $47.7K
|
410
$52K
|
|