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 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-114- 4.55% |
$11.6K - $13.2K
|
2.39K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-120- 3.77% |
$12.2K - $13.9K
|
3.06K
$339K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-121- 1.67% |
$12.3K - $14K
|
7.12K
$788K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-127- 1.07% |
$13K - $14.7K
|
11.8K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-132- 0.57% |
$13.5K - $15.3K
|
23K
$2.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-133- 5.52% |
$13.6K - $15.4K
|
2.28K
$252K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-134- 5.63% |
$13.7K - $15.5K
|
2.25K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-140- 74.07% |
$14.3K - $16.2K
|
49
$5.43K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-150- 4.29% |
$15.3K - $17.3K
|
3.35K
$371K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-150- 33.63% |
$15.3K - $17.3K
|
296
$32.8K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-150- 1.96% |
$15.3K - $17.3K
|
7.49K
$830K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-152- 3.92% |
$15.5K - $17.6K
|
3.73K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-158- 6.7% |
$16.1K - $18.3K
|
2.2K
$244K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-166- 0.48% |
$16.9K - $19.2K
|
34.3K
$3.8M
|
|
|
May 09, 2025
Q1 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-168- 2.32% |
$17.1K - $19.4K
|
7.07K
$783K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-170- 5.98% |
$17.3K - $19.7K
|
2.67K
$296K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-181- 2.18% |
$18.5K - $20.9K
|
8.14K
$902K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-181- 33.71% |
$18.5K - $20.9K
|
356
$39.4K
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-182- 8.0% |
$18.6K - $21.1K
|
2.09K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-183- 1.69% |
$18.7K - $21.2K
|
10.6K
$1.18M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-199- 0.49% |
$20.3K - $23K
|
40K
$4.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-200- 7.47% |
$20.4K - $23.1K
|
2.48K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-203- 2.25% |
$20.7K - $23.5K
|
8.8K
$975K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-206- 1.78% |
$21K - $23.8K
|
11.4K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-207- 7.32% |
$21.1K - $23.9K
|
2.62K
$290K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-213- 3.94% |
$21.7K - $24.6K
|
5.19K
$575K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-214- 4.48% |
$21.8K - $24.8K
|
4.57K
$506K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-224- 9.58% |
$22.8K - $25.9K
|
2.11K
$234K
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-229- 6.25% |
$23.4K - $26.5K
|
3.43K
$380K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-229- 3.39% |
$23.4K - $26.5K
|
6.52K
$722K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-250- 20.24% |
$25.5K - $28.9K
|
985
$109K
|
|
|
Apr 17, 2025
Q1 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-264- 1.12% |
$26.9K - $30.5K
|
23.4K
$2.59M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-270- 5.82% |
$27.5K - $31.2K
|
4.37K
$484K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-276- 4.77% |
$28.1K - $31.9K
|
5.51K
$611K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-287- 6.72% |
$29.3K - $33.2K
|
3.98K
$441K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-292- 8.15% |
$29.8K - $33.8K
|
3.29K
$364K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-303- 1.33% |
$30.9K - $35K
|
22.5K
$2.5M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-303- 6.17% |
$30.9K - $35K
|
4.61K
$511K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-316- 1.25% |
$32.2K - $36.5K
|
25K
$2.77M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-321- 1.99% |
$32.7K - $37.1K
|
15.8K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-328- 10.02% |
$33.4K - $37.9K
|
2.94K
$326K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-332- 4.89% |
$33.9K - $38.4K
|
6.46K
$716K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-372- 5.76% |
$37.9K - $43K
|
6.09K
$675K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-386- 2.53% |
$39.4K - $44.6K
|
14.9K
$1.65M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-387- 9.84% |
$39.5K - $44.8K
|
3.55K
$393K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-430- 8.21% |
$43.9K - $49.7K
|
4.81K
$532K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-446- 1.86% |
$45.5K - $51.6K
|
23.6K
$2.61M
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-449- 16.06% |
$45.8K - $51.9K
|
2.35K
$260K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-450- 12.02% |
$45.9K - $52K
|
3.29K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-458- 2.23% |
$46.7K - $53K
|
20.1K
$2.22M
|