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 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-474- 25.25% |
$48.3K - $54.8K
|
1.4K
$155K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-488- 5.37% |
$49.8K - $56.4K
|
8.6K
$953K
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-490- 0.76% |
$50K - $56.7K
|
63.7K
$7.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-494- 2.73% |
$50.4K - $57.1K
|
17.6K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-495- 5.04% |
$50.5K - $57.3K
|
9.33K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-498- 0.35% |
$50.8K - $57.6K
|
143K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-498- 54.67% |
$50.8K - $57.6K
|
413
$45.8K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-501- 1.71% |
$51.1K - $57.9K
|
28.8K
$3.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-518- 42.01% |
$52.8K - $59.9K
|
715
$79.2K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-520- 12.49% |
$53K - $60.1K
|
3.64K
$404K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-524- 4.91% |
$53.4K - $60.6K
|
10.1K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-568- 1.79% |
$57.9K - $65.7K
|
31.2K
$3.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-574- 2.14% |
$58.5K - $66.4K
|
26.2K
$2.91M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-591- 6.09% |
$60.3K - $68.4K
|
9.11K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-594- 12.37% |
$60.6K - $68.7K
|
4.21K
$466K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-596- 7.02% |
$60.8K - $68.9K
|
7.89K
$874K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-621- 0.19% |
$63.3K - $71.8K
|
323K
$35.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-630- 9.0% |
$64.2K - $72.9K
|
6.37K
$706K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-638- 9.29% |
$65.1K - $73.8K
|
6.23K
$690K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-660- 9.8% |
$67.3K - $76.3K
|
6.07K
$673K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-696- 4.56% |
$71K - $80.5K
|
14.6K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-709- 11.29% |
$72.3K - $82K
|
5.57K
$617K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-716- 3.17% |
$73K - $82.8K
|
21.9K
$2.42M
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-726- 2.76% |
$74K - $84K
|
25.6K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-730- 12.25% |
$74.4K - $84.4K
|
5.23K
$579K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-730- 11.95% |
$74.4K - $84.4K
|
5.38K
$596K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-736- 1.99% |
$75.1K - $85.1K
|
36.2K
$4.01M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-748- 0.41% |
$76.3K - $86.5K
|
183K
$20.3M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-773- 12.41% |
$78.8K - $89.4K
|
5.45K
$604K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-774- 14.02% |
$78.9K - $89.5K
|
4.75K
$526K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-778- 1.28% |
$79.3K - $90K
|
60K
$6.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-800- 27.36% |
$81.6K - $92.5K
|
2.12K
$235K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-806- 2.68% |
$82.2K - $93.2K
|
29.2K
$3.24M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-815- 14.48% |
$83.1K - $94.3K
|
4.81K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-826- 2.55% |
$84.2K - $95.5K
|
31.5K
$3.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-831- 2.19% |
$84.7K - $96.1K
|
37.2K
$4.12M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-847- 23.92% |
$86.4K - $98K
|
2.69K
$299K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-856- 2.43% |
$87.3K - $99K
|
34.3K
$3.8M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-880- 3.21% |
$89.7K - $102K
|
26.5K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-902- 5.27% |
$92K - $104K
|
16.2K
$1.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-930- 20.1% |
$94.8K - $108K
|
3.7K
$410K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-938- 90.72% |
$95.7K - $108K
|
96
$10.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-950- 10.6% |
$96.9K - $110K
|
8.01K
$888K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-963- 1.61% |
$98.2K - $111K
|
59K
$6.54M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-990- 23.86% |
$101K - $115K
|
3.16K
$350K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.03K- 7.84% |
$105K - $119K
|
12.1K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.04K- 11.29% |
$106K - $120K
|
8.15K
$903K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.07K- 3.57% |
$109K - $124K
|
29K
$3.21M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.13K- 7.15% |
$115K - $131K
|
14.7K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.2K- 2.52% |
$123K - $139K
|
46.5K
$5.15M
|