Purchases and Sales Made in Q1 2025 in Ishares Msci Kld 400 Social Et (DSI)
This table provides information about the institutional ownership of Ishares Msci Kld 400 Social Et (DSI) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES MSCI KLD 400 SOCIAL ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
84.3K+ 44.55% |
$8.59M - $9.75M
|
273K
$30.3M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
68.8KNew |
$7.01M - $7.95M
|
68.8K
$7.62M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
48.5K+ 5.16% |
$4.95M - $5.61M
|
989K
$110M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
45.3K+ 458.04% |
$4.62M - $5.23M
|
55.1K
$6.11M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
42.7K+ 588.0% |
$4.36M - $4.94M
|
50K
$5.54M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
36.5K+ 100.14% |
$3.72M - $4.22M
|
73K
$8.09M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
35.2K+ 26.71% |
$3.59M - $4.07M
|
167K
$18.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23K+ 8.52% |
$2.34M - $2.66M
|
293K
$32.4M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21.6KNew |
$2.2M - $2.5M
|
21.6K
$2.39M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.6K+ 14.7% |
$2.1M - $2.38M
|
160K
$17.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.9K+ 7.1% |
$1.82M - $2.07M
|
270K
$29.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.1K+ 1470.7% |
$1.54M - $1.74M
|
16.1K
$1.78M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.5K+ 628.26% |
$1.48M - $1.68M
|
16.9K
$1.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
14.1KNew |
$1.44M - $1.63M
|
14.1K
$1.56M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
13.9K+ 491.7% |
$1.42M - $1.61M
|
16.8K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.6K+ 0.67% |
$1.38M - $1.57M
|
2.03M
$225M
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
BUY
|
- |
12.8K+ 15.7% |
$1.3M - $1.48M
|
94K
$10.4M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.5K+ 17.45% |
$1.28M - $1.45M
|
84.2K
$9.33M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.9K+ 593.7% |
$1.11M - $1.26M
|
12.8K
$1.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
10.4K+ 649.56% |
$1.06M - $1.21M
|
12K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.9K+ 65.2% |
$1.01M - $1.15M
|
25.1K
$2.78M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.28KNew |
$946K - $1.07M
|
9.28K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.83K+ 12.57% |
$900K - $1.02M
|
79K
$8.76M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
8.3K+ 228.07% |
$846K - $959K
|
11.9K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7.27K+ 34.07% |
$741K - $841K
|
28.6K
$3.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.94K+ 139.22% |
$708K - $803K
|
11.9K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.87K+ 3.61% |
$701K - $795K
|
197K
$21.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.28K+ 14.98% |
$641K - $726K
|
48.2K
$5.34M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.03K+ 14.31% |
$615K - $698K
|
48.2K
$5.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.53K+ 3.32% |
$564K - $640K
|
172K
$19.1M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.37K+ 26.14% |
$547K - $621K
|
25.9K
$2.87M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
5.19KNew |
$530K - $601K
|
5.19K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.07K+ 3.28% |
$517K - $586K
|
160K
$17.7M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5KNew |
$510K - $578K
|
5K
$554K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.96KNew |
$505K - $573K
|
4.96K
$549K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.7K+ 0.47% |
$480K - $544K
|
1.01M
$112M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.64K+ 4.11% |
$473K - $536K
|
117K
$13M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
4.61K+ 22.63% |
$470K - $533K
|
25K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.24K+ 2.93% |
$432K - $491K
|
149K
$16.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.18KNew |
$426K - $484K
|
4.18K
$463K
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
4.17K+ 11.04% |
$425K - $482K
|
41.9K
$4.64M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.99K+ 16.29% |
$407K - $462K
|
28.5K
$3.16M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.96KNew |
$403K - $458K
|
3.96K
$438K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.43KNew |
$349K - $396K
|
3.43K
$380K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.31K+ 35.4% |
$337K - $382K
|
12.6K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.24KNew |
$330K - $374K
|
3.24K
$359K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.21K+ 23.72% |
$327K - $371K
|
16.7K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.2K+ 100.0% |
$326K - $370K
|
6.4K
$709K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.02K+ 193.09% |
$308K - $349K
|
4.58K
$508K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
2.84KNew |
$289K - $328K
|
2.84K
$314K
|