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 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.02K+ 193.09% |
$308K - $349K
|
4.58K
$577K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
2.84KNew |
$289K - $328K
|
2.84K
$357K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
2.71KNew |
$276K - $313K
|
2.71K
$341K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.69K+ 21.2% |
$274K - $311K
|
15.4K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.65K+ 5.34% |
$270K - $306K
|
52.2K
$6.58M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.43KNew |
$248K - $281K
|
2.43K
$306K
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
2.43K+ 24.83% |
$247K - $281K
|
12.2K
$1.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
2.4K+ 14.18% |
$245K - $277K
|
19.3K
$2.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.37KNew |
$241K - $274K
|
2.37K
$298K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.35KNew |
$240K - $272K
|
2.35K
$296K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
2.27KNew |
$231K - $262K
|
2.27K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.27K+ 4.16% |
$231K - $262K
|
56.8K
$7.16M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.24K+ 30.24% |
$229K - $260K
|
9.66K
$1.22M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
2.23K+ 1.76% |
$227K - $258K
|
129K
$16.2M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.19K+ 5.17% |
$223K - $253K
|
44.5K
$5.6M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
2.14KNew |
$218K - $247K
|
2.14K
$269K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.14K+ 109.2% |
$218K - $247K
|
4.09K
$515K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.14KNew |
$218K - $247K
|
2.14K
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.12KNew |
$216K - $245K
|
2.12K
$267K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.12KNew |
$216K - $245K
|
2.12K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.96K+ 55.87% |
$200K - $226K
|
5.46K
$688K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.93K+ 11.06% |
$197K - $223K
|
19.4K
$2.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.75KNew |
$178K - $202K
|
1.75K
$220K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.73K+ 7.89% |
$176K - $200K
|
23.6K
$2.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.68K+ 17.06% |
$171K - $194K
|
11.5K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.66K+ 65.36% |
$169K - $192K
|
4.21K
$530K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.59K+ 6.63% |
$162K - $183K
|
25.5K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.53K+ 5.54% |
$156K - $177K
|
29.2K
$3.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.4K+ 3.31% |
$143K - $162K
|
43.8K
$5.51M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
1.4K+ 7.4% |
$142K - $161K
|
20.3K
$2.55M
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.37K+ 63.87% |
$140K - $158K
|
3.52K
$443K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.27K+ 37.7% |
$130K - $147K
|
4.65K
$585K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.19K+ 64.39% |
$121K - $137K
|
3.03K
$381K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.13K+ 23.78% |
$115K - $130K
|
5.87K
$739K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.12K+ 3.73% |
$114K - $129K
|
31.1K
$3.91M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1.05K+ 3187.88% |
$107K - $122K
|
1.09K
$137K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.05K+ 0.56% |
$107K - $121K
|
189K
$23.8M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.04K+ 2.83% |
$106K - $121K
|
37.8K
$4.76M
|
|
|
Jul 31, 2025
Q1 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.04K+ 2.83% |
$106K - $121K
|
37.8K
$4.76M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.04K+ 1.39% |
$106K - $120K
|
76.1K
$9.58M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
1.04K+ 19.27% |
$106K - $120K
|
6.42K
$808K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
944New |
$96.3K - $109K
|
944
$119K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
864+ 9.24% |
$88.1K - $99.9K
|
10.2K
$1.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
831+ 10.89% |
$84.7K - $96.1K
|
8.46K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
828+ 42.37% |
$84.4K - $95.8K
|
2.78K
$350K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
807+ 0.87% |
$82.3K - $93.3K
|
93.5K
$11.8M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
799+ 7.43% |
$81.5K - $92.4K
|
11.5K
$1.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
791+ 40.84% |
$80.7K - $91.5K
|
2.73K
$344K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
790+ 165.97% |
$80.6K - $91.4K
|
1.27K
$159K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
767+ 17.73% |
$78.2K - $88.7K
|
5.09K
$641K
|