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 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
115+ 0.23% |
$11.7K - $13.3K
|
50K
$6.3M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
105+ 0.25% |
$10.7K - $12.1K
|
42.5K
$5.36M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
93+ 5.98% |
$9.48K - $10.8K
|
1.65K
$208K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
92+ 1.84% |
$9.38K - $10.6K
|
5.1K
$642K
|
|
|
Apr 08, 2025
Q1 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
90+ 2.36% |
$9.18K - $10.4K
|
3.9K
$491K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
86+ 2.58% |
$8.77K - $9.95K
|
3.42K
$431K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
86+ 4.88% |
$8.77K - $9.95K
|
1.85K
$233K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
78+ 0.52% |
$7.95K - $9.02K
|
15.1K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
76New |
$7.75K - $8.79K
|
76
$9.57K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
76+ 2.0% |
$7.75K - $8.79K
|
3.88K
$489K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
75+ 0.84% |
$7.65K - $8.67K
|
9.03K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
73+ 0.29% |
$7.44K - $8.44K
|
25.6K
$3.22M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
66+ 2.03% |
$6.73K - $7.63K
|
3.31K
$417K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
65+ 2.37% |
$6.63K - $7.52K
|
2.81K
$354K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
63+ 15.33% |
$6.42K - $7.29K
|
474
$59.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
61+ 6.31% |
$6.22K - $7.06K
|
1.03K
$129K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
55New |
$5.61K - $6.36K
|
55
$6.93K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
54+ 15.47% |
$5.51K - $6.25K
|
403
$50.7K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
53+ 0.23% |
$5.4K - $6.13K
|
23.4K
$2.95M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
46+ 9.68% |
$4.69K - $5.32K
|
521
$65.6K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
44+ 0.32% |
$4.49K - $5.09K
|
13.7K
$1.73M
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
40+ 3.45% |
$4.08K - $4.63K
|
1.2K
$151K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40+ 0.52% |
$4.08K - $4.63K
|
7.75K
$975K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
39+ 0.82% |
$3.98K - $4.51K
|
4.77K
$601K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
38+ 1.68% |
$3.88K - $4.4K
|
2.3K
$290K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
36+ 0.34% |
$3.67K - $4.16K
|
10.7K
$1.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
33+ 1.09% |
$3.37K - $3.82K
|
3.06K
$385K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
22+ 0.67% |
$2.24K - $2.54K
|
3.29K
$415K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20+ 7.87% |
$2.04K - $2.31K
|
274
$34.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
19+ 0.1% |
$1.94K - $2.2K
|
18.8K
$2.37M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
19+ 2.44% |
$1.94K - $2.2K
|
799
$101K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18+ 0.21% |
$1.84K - $2.08K
|
8.79K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17+ 0.69% |
$1.73K - $1.97K
|
2.48K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
16+ 0.27% |
$1.63K - $1.85K
|
5.85K
$736K
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
15+ 0.25% |
$1.53K - $1.73K
|
5.97K
$752K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
13+ 1.28% |
$1.33K - $1.5K
|
1.03K
$129K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12+ 0.19% |
$1.22K - $1.39K
|
6.22K
$783K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
12+ 0.22% |
$1.22K - $1.39K
|
5.37K
$676K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.14% |
$1.02K - $1.16K
|
7.29K
$918K
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
10+ 0.24% |
$1.02K - $1.16K
|
4.26K
$537K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9+ 0.46% |
$918 - $1.04K
|
1.98K
$249K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
8+ 0.21% |
$816 - $925
|
3.78K
$476K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
8+ 0.25% |
$816 - $925
|
3.17K
$400K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6+ 0.14% |
$612 - $694
|
4.22K
$531K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 3.47% |
$612 - $694
|
179
$22.5K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.13% |
$510 - $578
|
3.97K
$500K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 0.24% |
$510 - $578
|
2.09K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5+ 0.24% |
$510 - $578
|
2.08K
$262K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4+ 0.07% |
$408 - $463
|
5.54K
$698K
|
|
|
May 09, 2025
Q1 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3+ 0.08% |
$306 - $347
|
3.58K
$451K
|