Purchases and Sales Made in Q1 2025 in Ishares Msci Kld 400 Social Et (DSI)

DSI Quotes by TradingView

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 15, 2025 Q1 2025
Rise Advisors, LLC

BUY
 -
3
+ 0.23%
$306 - $347
1.33K $167K
Apr 21, 2025 Q1 2025
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
3
+ 0.15%
$306 - $347
2.04K $257K
Apr 10, 2025 Q1 2025
Beacon Financial Group

BUY
 -
2
+ 0.06%
$204 - $231
3.21K $404K
Apr 09, 2025 Q1 2025
Parkside Advisors LLC

BUY
 -
1
+ 0.03%
$102 - $116
3.36K $423K
Apr 23, 2025 Q1 2025
First Pacific Financial

BUY
 -
1
+ 0.01%
$102 - $116
8K $1.01M
Apr 15, 2025 Q1 2025
Gps Wealth Strategies Group, LLC

BUY
 -
1
+ 0.04%
$102 - $116
2.35K $295K
Apr 25, 2025 Q1 2025
Arbor Investment Advisors, LLC

BUY
 -
1
+ 0.04%
$102 - $116
2.77K $349K
May 15, 2025 Q1 2025
Clear Harbor Asset Management, LLC

BUY
 -
1
+ 0.01%
$102 - $116
12.2K $1.53M
May 05, 2025 Q1 2025
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
1
+ 0.02%
$102 - $116
5.38K $677K
May 02, 2025 Q1 2025
Larson Financial Group LLC

BUY
 -
1
+ 0.36%
$102 - $116
275 $34.6K
May 13, 2025 Q1 2025
Keystone Global Partners, LLC

Denver, CO
BUY
 -
1
New
$102 - $116
1 $126
Apr 28, 2025 Q1 2025
Uma Financial Services, Inc.

SELL
 -
-1
- 0.55%
$102 - $116
182 $22.9K
Apr 28, 2025 Q1 2025
Milestone Investment Advisors LLC

Middleton, WI
SELL
 -
-2
- 0.07%
$204 - $231
3.06K $385K
Apr 22, 2025 Q1 2025
Ridgecrest Wealth Partners, LLC

SELL
 -
-2
- 0.1%
$204 - $231
2.04K $257K
May 01, 2025 Q1 2025
Evergreen Private Wealth LLC

Greenwood Village, CO
SELL
 -
-3
- 0.22%
$306 - $347
1.36K $171K
May 06, 2025 Q1 2025
Journey Strategic Wealth LLC

Summit, NJ
SELL
 -
-4
- 0.1%
$408 - $463
4.04K $508K
May 01, 2025 Q1 2025
Gould Asset Management LLC

Claremont, CA
SELL
 -
-5
- 0.1%
$510 - $578
5.13K $646K
May 01, 2025 Q1 2025
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-8
- 0.09%
$816 - $925
8.98K $1.13M
May 13, 2025 Q1 2025
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-9
- 0.27%
$918 - $1.04K
3.35K $421K
May 08, 2025 Q1 2025
Elios Financial Group Inc.

Westlake, OH
SELL
 -
-9
- 0.06%
$918 - $1.04K
16.3K $2.05M
May 05, 2025 Q1 2025
Financial Advisory Service, Inc.

SELL
 -
-11
- 1.99%
$1.12K - $1.27K
542 $68.3K
Apr 07, 2025 Q1 2025
Parallel Advisors, LLC

SELL
 -
-15
- 2.84%
$1.53K - $1.73K
514 $64.7K
Apr 03, 2025 Q1 2025
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-21
- 1.04%
$2.14K - $2.43K
2K $251K
Apr 30, 2025 Q1 2025
Allworth Financial LP

SELL
 -
-24
- 0.1%
$2.45K - $2.78K
24.8K $3.12M
Apr 29, 2025 Q1 2025
Investor'S Fiduciary Advisor Network, LLC

Snoqualmie, WA
SELL
 -
-24
- 0.09%
$2.45K - $2.78K
27.3K $3.44M
Apr 14, 2025 Q1 2025
Midland Wealth Advisors LLC

Rockford, IL
SELL
 -
-25
- 0.54%
$2.55K - $2.89K
4.58K $577K
Apr 22, 2025 Q1 2025
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-26
- 0.22%
$2.65K - $3.01K
12.1K $1.52M
Apr 22, 2025 Q1 2025
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-26
- 5.32%
$2.65K - $3.01K
463 $58.3K
May 02, 2025 Q1 2025
Allen Capital Group, LLC

SELL
 -
-27
- 0.66%
$2.75K - $3.12K
4.08K $514K
May 01, 2025 Q1 2025
Bradley & Co. Private Wealth Management, LLC

SELL
 -
-28
- 0.96%
$2.86K - $3.24K
2.88K $363K
Apr 21, 2025 Q1 2025
Boston Trust Walden Corp

SELL
 -
-30
- 0.16%
$3.06K - $3.47K
19.1K $2.4M
May 15, 2025 Q1 2025
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-32
- 0.58%
$3.26K - $3.7K
5.44K $686K
Apr 25, 2025 Q1 2025
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-36
- 0.73%
$3.67K - $4.16K
4.9K $616K
May 14, 2025 Q1 2025
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-37
- 0.03%
$3.77K - $4.28K
117K $14.7M
Apr 28, 2025 Q1 2025
American Capital Advisory, LLC

Ketchum, ID
SELL
 -
-37
- 80.43%
$3.77K - $4.28K
9 $1.13K
May 02, 2025 Q1 2025
Bip Wealth, LLC

Atlanta, GA
SELL
 -
-40
- 0.56%
$4.08K - $4.63K
7.07K $890K
Apr 22, 2025 Q1 2025
Smith & Howard Wealth Management, LLC

SELL
 -
-45
- 2.12%
$4.59K - $5.2K
2.08K $262K
Apr 09, 2025 Q1 2025
West Financial Advisors, LLC

SELL
 -
-47
- 0.94%
$4.79K - $5.44K
4.96K $624K
May 14, 2025 Q1 2025
Td Capital Management LLC

Memphis, TN
SELL
 -
-47
- 3.85%
$4.79K - $5.44K
1.18K $148K
Apr 22, 2025 Q1 2025
Jb Capital LLC

SELL
 -
-49
- 1.7%
$5K - $5.67K
2.84K $358K
Apr 17, 2025 Q1 2025
Nbt Bank N A

SELL
 -
-50
- 1.04%
$5.1K - $5.78K
4.77K $601K
Apr 14, 2025 Q1 2025
Wesbanco Bank Inc

SELL
 -
-53
- 1.42%
$5.4K - $6.13K
3.67K $463K
Apr 22, 2025 Q1 2025
Sage Financial Group Inc

SELL
 -
-56
- 0.43%
$5.71K - $6.48K
13.1K $1.64M
May 01, 2025 Q1 2025
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-56
- 0.6%
$5.71K - $6.48K
9.33K $1.18M
May 07, 2025 Q1 2025
Jsf Financial, LLC

SELL
 -
-73
- 1.76%
$7.44K - $8.44K
4.09K $515K
May 14, 2025 Q1 2025
Per Stirling Capital Management, Llc.

Austin, TX
SELL
 -
-79
- 2.1%
$8.06K - $9.14K
3.69K $465K
May 12, 2025 Q1 2025
Peak Financial Management, Inc.

SELL
 -
-85
- 1.36%
$8.67K - $9.83K
6.16K $776K
May 09, 2025 Q1 2025
New Edge Wealth, LLC

Pittsburgh, PA
SELL
 -
-94
- 0.52%
$9.59K - $10.9K
18.1K $2.28M
Apr 22, 2025 Q1 2025
Valmark Advisers, Inc.

SELL
 -
-95
- 1.1%
$9.69K - $11K
8.54K $1.08M

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