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 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.36% |
$102 - $116
|
275
$30.5K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1+ 0.02% |
$102 - $116
|
5.38K
$596K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
BUY
|
- |
1+ 0.03% |
$102 - $116
|
3.36K
$372K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$102 - $116
|
12.2K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $116
|
2.35K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1+ 0.0% |
$102 - $116
|
22.2K
$2.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $116
|
2.77K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1- 0.55% |
$102 - $116
|
182
$20.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-2- 0.1% |
$204 - $231
|
2.04K
$226K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2- 0.07% |
$204 - $231
|
3.06K
$339K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-3- 0.22% |
$306 - $347
|
1.36K
$150K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4- 0.1% |
$408 - $463
|
4.04K
$447K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5- 0.1% |
$510 - $578
|
5.13K
$569K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8- 0.09% |
$816 - $925
|
8.98K
$995K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9- 0.27% |
$918 - $1.04K
|
3.35K
$371K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-9- 0.06% |
$918 - $1.04K
|
16.3K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-11- 1.99% |
$1.12K - $1.27K
|
542
$60.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 2.84% |
$1.53K - $1.73K
|
514
$57K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-21- 1.04% |
$2.14K - $2.43K
|
2K
$221K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-24- 0.1% |
$2.45K - $2.78K
|
24.8K
$2.75M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-24- 0.09% |
$2.45K - $2.78K
|
27.3K
$3.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-25- 0.54% |
$2.55K - $2.89K
|
4.58K
$508K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-26- 5.32% |
$2.65K - $3.01K
|
463
$51.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-26- 0.22% |
$2.65K - $3.01K
|
12.1K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-27- 0.66% |
$2.75K - $3.12K
|
4.08K
$452K
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-28- 0.96% |
$2.86K - $3.24K
|
2.88K
$319K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-30- 0.16% |
$3.06K - $3.47K
|
19.1K
$2.11M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-32- 0.58% |
$3.26K - $3.7K
|
5.44K
$603K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-36- 0.73% |
$3.67K - $4.16K
|
4.9K
$542K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-37- 0.03% |
$3.77K - $4.28K
|
117K
$12.9M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-37- 80.43% |
$3.77K - $4.28K
|
9
$997
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-40- 0.56% |
$4.08K - $4.63K
|
7.07K
$783K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-45- 2.12% |
$4.59K - $5.2K
|
2.08K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-47- 3.85% |
$4.79K - $5.44K
|
1.18K
$130K
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-47- 0.94% |
$4.79K - $5.44K
|
4.96K
$549K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-49- 1.7% |
$5K - $5.67K
|
2.84K
$315K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-50- 1.04% |
$5.1K - $5.78K
|
4.77K
$529K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-53- 1.42% |
$5.4K - $6.13K
|
3.67K
$407K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-56- 0.43% |
$5.71K - $6.48K
|
13.1K
$1.45M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-56- 0.6% |
$5.71K - $6.48K
|
9.33K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-73- 1.76% |
$7.44K - $8.44K
|
4.09K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-79- 2.1% |
$8.06K - $9.14K
|
3.69K
$409K
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-85- 1.36% |
$8.67K - $9.83K
|
6.16K
$683K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-94- 0.52% |
$9.59K - $10.9K
|
18.1K
$2.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-95- 1.1% |
$9.69K - $11K
|
8.54K
$946K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-96- 5.18% |
$9.79K - $11.1K
|
1.76K
$195K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-96- 4.47% |
$9.79K - $11.1K
|
2.05K
$227K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-96- 0.48% |
$9.79K - $11.1K
|
20K
$2.22M
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-104- 0.41% |
$10.6K - $12K
|
25K
$2.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-114- 0.68% |
$11.6K - $13.2K
|
16.6K
$1.83M
|