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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
47+ 0.19% |
$5.45K - $5.92K
|
24.6K
$3.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
44+ 1.6% |
$5.1K - $5.54K
|
2.8K
$355K
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
38+ 0.96% |
$4.41K - $4.79K
|
3.99K
$506K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
34+ 1.9% |
$3.94K - $4.28K
|
1.82K
$231K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
31+ 0.15% |
$3.59K - $3.9K
|
20.5K
$2.6M
|
|
|
Nov 05, 2025
Q3 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
30+ 0.68% |
$3.48K - $3.78K
|
4.43K
$561K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
26+ 0.23% |
$3.01K - $3.27K
|
11.2K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
23+ 1.01% |
$2.67K - $2.9K
|
2.3K
$292K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
23+ 0.09% |
$2.67K - $2.9K
|
24.7K
$3.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
23+ 1.32% |
$2.67K - $2.9K
|
1.76K
$224K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
20+ 5.33% |
$2.32K - $2.52K
|
395
$50.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
15+ 0.72% |
$1.74K - $1.89K
|
2.11K
$267K
|
|
|
Nov 10, 2025
Q3 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
14+ 0.23% |
$1.62K - $1.76K
|
6K
$761K
|
|
|
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 10, 2025
Q3 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
13+ 0.52% |
$1.51K - $1.64K
|
2.53K
$321K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12+ 0.68% |
$1.39K - $1.51K
|
1.77K
$224K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
9+ 0.24% |
$1.04K - $1.13K
|
3.77K
$477K
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
8+ 0.25% |
$928 - $1.01K
|
3.19K
$404K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
8+ 0.45% |
$928 - $1.01K
|
1.79K
$227K
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
BUY
|
- |
7+ 0.34% |
$812 - $882
|
2.04K
$258K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.34% |
$812 - $882
|
2.09K
$264K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6+ 0.22% |
$696 - $756
|
2.74K
$348K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.12% |
$696 - $756
|
5.14K
$652K
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3+ 0.06% |
$348 - $378
|
4.62K
$586K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.28% |
$348 - $378
|
1.08K
$137K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.23% |
$348 - $378
|
1.33K
$169K
|
|
|
Nov 24, 2025
Q3 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.17% |
$232 - $252
|
1.18K
$150K
|
|
|
Nov 13, 2025
Q3 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2+ 0.02% |
$232 - $252
|
12.8K
$1.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2+ 0.04% |
$232 - $252
|
5.11K
$648K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
1+ 0.01% |
$116 - $126
|
12.7K
$1.61M
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
BUY
|
- |
1+ 0.06% |
$116 - $126
|
1.76K
$223K
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $126
|
2.77K
$351K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 0.02% |
$116 - $126
|
5.47K
$694K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$116 - $126
|
16.3K
$2.07M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.76% |
$116 - $126
|
132
$16.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $126
|
2.35K
$298K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.18% |
$116 - $126
|
544
$69K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.01% |
$116 - $126
|
12.6K
$1.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $126
|
2.78K
$352K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$116 - $126
|
4.65K
$590K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.7K+ 185.87% |
$2.17M - $2.76M
|
36.5K
$4.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
18.8K+ 878.07% |
$1.72M - $2.19M
|
21K
$2.66M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.72K+ 6.08% |
$891K - $1.13M
|
170K
$21.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
9.72KNew |
$891K - $1.13M
|
9.72K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
5.62K+ 5.97% |
$514K - $652K
|
99.6K
$12.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
3.82KNew |
$350K - $444K
|
3.82K
$484K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.79K+ 25.11% |
$347K - $440K
|
18.9K
$2.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
3.35KNew |
$307K - $389K
|
3.35K
$425K
|
|