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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
742+ 5.59% |
$75.7K - $85.8K
|
14K
$1.77M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
740+ 8.78% |
$75.5K - $85.6K
|
9.17K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
645+ 3.87% |
$65.8K - $74.6K
|
17.3K
$2.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
BUY
|
- |
629+ 13.94% |
$64.1K - $72.8K
|
5.14K
$648K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
623New |
$63.5K - $72.1K
|
623
$78.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
611+ 13.39% |
$62.3K - $70.7K
|
5.18K
$652K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
602+ 7.45% |
$61.4K - $69.6K
|
8.68K
$1.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
572+ 23.55% |
$58.3K - $66.2K
|
3K
$378K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
567+ 7.8% |
$57.8K - $65.6K
|
7.84K
$987K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
535+ 18.41% |
$54.6K - $61.9K
|
3.44K
$433K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
482+ 11.95% |
$49.2K - $55.7K
|
4.52K
$569K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
435+ 27.43% |
$44.4K - $50.3K
|
2.02K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
432+ 8.96% |
$44.1K - $50K
|
5.25K
$661K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
423+ 12.97% |
$43.1K - $48.9K
|
3.68K
$464K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
422+ 11.93% |
$43K - $48.8K
|
3.96K
$499K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
355New |
$36.2K - $41.1K
|
355
$44.7K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
344+ 11.41% |
$35.1K - $39.8K
|
3.36K
$423K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
339+ 4.92% |
$34.6K - $39.2K
|
7.24K
$911K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
332+ 14.91% |
$33.9K - $38.4K
|
2.56K
$322K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
297New |
$30.3K - $34.4K
|
297
$37.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
294+ 3.57% |
$30K - $34K
|
8.52K
$1.07M
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
284+ 12.89% |
$29K - $32.8K
|
2.49K
$313K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
281+ 35.26% |
$28.7K - $32.5K
|
1.08K
$136K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
271+ 1.81% |
$27.6K - $31.3K
|
15.2K
$1.92M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
270+ 7.08% |
$27.5K - $31.2K
|
4.08K
$514K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
268New |
$27.3K - $31K
|
268
$33.7K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
264+ 2.99% |
$26.9K - $30.5K
|
9.09K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
237+ 8.06% |
$24.2K - $27.4K
|
3.18K
$400K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
233+ 1.01% |
$23.8K - $26.9K
|
23.4K
$2.94M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
229+ 6.67% |
$23.4K - $26.5K
|
3.66K
$461K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
217+ 1.95% |
$22.1K - $25.1K
|
11.4K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
213+ 6.86% |
$21.7K - $24.6K
|
3.32K
$418K
|
|
|
May 13, 2025
Q1 2025
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
208+ 8.78% |
$21.2K - $24.1K
|
2.58K
$324K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
200+ 0.56% |
$20.4K - $23.1K
|
36.1K
$4.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
195+ 0.99% |
$19.9K - $22.6K
|
19.8K
$2.5M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
194+ 3.55% |
$19.8K - $22.4K
|
5.65K
$712K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
191+ 11.17% |
$19.5K - $22.1K
|
1.9K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
191+ 0.19% |
$19.5K - $22.1K
|
103K
$12.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
190+ 20.21% |
$19.4K - $22K
|
1.13K
$142K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
188+ 3.38% |
$19.2K - $21.7K
|
5.75K
$724K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
181+ 2.87% |
$18.5K - $20.9K
|
6.48K
$816K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
175+ 0.58% |
$17.8K - $20.2K
|
30.2K
$3.81M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
171+ 1.15% |
$17.4K - $19.8K
|
15.1K
$1.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
152+ 3.42% |
$15.5K - $17.6K
|
4.6K
$580K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
151+ 2.57% |
$15.4K - $17.5K
|
6.03K
$760K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
148+ 3.09% |
$15.1K - $17.1K
|
4.93K
$621K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
144+ 1.26% |
$14.7K - $16.7K
|
11.6K
$1.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
143+ 1.54% |
$14.6K - $16.5K
|
9.45K
$1.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
139+ 0.67% |
$14.2K - $16.1K
|
20.9K
$2.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
137+ 1.15% |
$14K - $15.8K
|
12K
$1.51M
|