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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.94K+ 139.22% |
$708K - $803K
|
11.9K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.28K+ 14.98% |
$641K - $726K
|
48.2K
$4.66M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.03K+ 14.31% |
$615K - $698K
|
48.2K
$4.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.53K+ 3.32% |
$564K - $640K
|
172K
$16.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.31K+ 35.4% |
$337K - $382K
|
12.6K
$1.22M
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.71KNew |
$276K - $313K
|
2.71K
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.69K+ 21.2% |
$274K - $311K
|
15.4K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.37KNew |
$241K - $274K
|
2.37K
$229K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.23K+ 1.76% |
$227K - $258K
|
129K
$12.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.12KNew |
$216K - $245K
|
2.12K
$205K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.68K+ 17.06% |
$171K - $194K
|
11.5K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.59K+ 6.63% |
$162K - $183K
|
25.5K
$2.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.4K+ 3.31% |
$143K - $162K
|
43.8K
$4.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
645+ 3.87% |
$65.8K - $74.6K
|
17.3K
$1.67M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
602+ 7.45% |
$61.4K - $69.6K
|
8.68K
$839K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
567+ 7.8% |
$57.8K - $65.6K
|
7.84K
$757K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
422+ 11.93% |
$43K - $48.8K
|
3.96K
$383K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
355New |
$36.2K - $41.1K
|
355
$34.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
344+ 11.41% |
$35.1K - $39.8K
|
3.36K
$325K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
284+ 12.89% |
$29K - $32.8K
|
2.49K
$240K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
281+ 35.26% |
$28.7K - $32.5K
|
1.08K
$104K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
233+ 1.01% |
$23.8K - $26.9K
|
23.4K
$2.26M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
200+ 0.56% |
$20.4K - $23.1K
|
36.1K
$3.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
195+ 0.99% |
$19.9K - $22.6K
|
19.8K
$1.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
152+ 3.42% |
$15.5K - $17.6K
|
4.6K
$445K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
143+ 1.54% |
$14.6K - $16.5K
|
9.45K
$914K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
115+ 0.23% |
$11.7K - $13.3K
|
50K
$4.83M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
92+ 1.84% |
$9.38K - $10.6K
|
5.1K
$493K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
90+ 2.36% |
$9.18K - $10.4K
|
3.9K
$377K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
78+ 0.52% |
$7.95K - $9.02K
|
15.1K
$1.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
76+ 2.0% |
$7.75K - $8.79K
|
3.88K
$375K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
66+ 2.03% |
$6.73K - $7.63K
|
3.31K
$320K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
61+ 6.31% |
$6.22K - $7.06K
|
1.03K
$99.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
39+ 0.82% |
$3.98K - $4.51K
|
4.77K
$461K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
36+ 0.34% |
$3.67K - $4.16K
|
10.7K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
22+ 0.67% |
$2.24K - $2.54K
|
3.29K
$318K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20+ 7.87% |
$2.04K - $2.31K
|
274
$26.5K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
19+ 2.44% |
$1.94K - $2.2K
|
799
$77.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 3.47% |
$612 - $694
|
179
$17.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4+ 0.07% |
$408 - $463
|
5.54K
$536K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
2+ 0.06% |
$204 - $231
|
3.21K
$310K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $116
|
2.35K
$227K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$102 - $116
|
3.36K
$325K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 2.84% |
$1.53K - $1.73K
|
514
$49.7K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-21- 1.04% |
$2.14K - $2.43K
|
2K
$193K
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-25- 0.54% |
$2.55K - $2.89K
|
4.58K
$443K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-47- 0.94% |
$4.79K - $5.44K
|
4.96K
$479K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-50- 1.04% |
$5.1K - $5.78K
|
4.77K
$461K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-53- 1.42% |
$5.4K - $6.13K
|
3.67K
$355K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-96- 0.48% |
$9.79K - $11.1K
|
20K
$1.93M
|