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 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.21K- 7.08% |
$124K - $140K
|
15.9K
$1.76M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-1.27K- 25.16% |
$130K - $147K
|
3.78K
$419K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-1.3K- 4.76% |
$133K - $151K
|
26.1K
$2.89M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.31K- 4.62% |
$134K - $152K
|
27.1K
$3M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.4K- 23.11% |
$143K - $162K
|
4.66K
$517K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.51K- 4.44% |
$153K - $174K
|
32.4K
$3.59M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.55K- 14.85% |
$158K - $179K
|
8.89K
$985K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.57K- 15.6% |
$160K - $182K
|
8.5K
$941K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.61K- 20.79% |
$164K - $186K
|
6.12K
$678K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-1.74K- 1.7% |
$178K - $201K
|
101K
$11.2M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-1.75K- 4.87% |
$179K - $203K
|
34.2K
$3.79M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.78K- 10.65% |
$181K - $205K
|
14.9K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.78K- 35.72% |
$182K - $206K
|
3.2K
$355K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.8K- 24.32% |
$184K - $208K
|
5.6K
$621K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.8K- 13.12% |
$184K - $208K
|
11.9K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.85K- 1.73% |
$189K - $214K
|
105K
$11.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2K- 6.01% |
$204K - $231K
|
31.3K
$3.47M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-2.03K- 9.68% |
$207K - $235K
|
18.9K
$2.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.21K- 2.66% |
$225K - $255K
|
80.9K
$8.96M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.36K- 20.96% |
$240K - $272K
|
8.89K
$985K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-2.43K- 4.66% |
$247K - $281K
|
49.6K
$5.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-2.49K- 10.43% |
$254K - $288K
|
21.4K
$2.37M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.57K- 6.46% |
$262K - $298K
|
37.2K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.68K- 8.02% |
$273K - $310K
|
30.7K
$3.4M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.05K- 66.62% |
$311K - $353K
|
1.53K
$170K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.25K- 11.82% |
$332K - $376K
|
24.3K
$2.69M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.29K- 13.72% |
$335K - $380K
|
20.7K
$2.29M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.4K- 7.21% |
$346K - $393K
|
43.7K
$4.84M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.5K- 13.58% |
$357K - $405K
|
22.3K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.58K- 1.27% |
$365K - $414K
|
278K
$30.8M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.66K- 9.14% |
$373K - $423K
|
36.3K
$4.03M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.69K- 15.38% |
$376K - $426K
|
20.3K
$2.25M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.34K- 3.37% |
$442K - $502K
|
125K
$13.8M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.43K- 6.14% |
$452K - $513K
|
67.7K
$7.5M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.8K- 6.84% |
$489K - $555K
|
65.4K
$7.24M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.84K- 14.3% |
$493K - $559K
|
29K
$3.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.94K- 7.62% |
$504K - $571K
|
59.9K
$6.63M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.18K- 20.15% |
$528K - $599K
|
20.5K
$2.27M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.3K- 20.6% |
$541K - $613K
|
20.4K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.4K- 6.86% |
$551K - $625K
|
73.4K
$8.13M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-7.07K- 11.92% |
$721K - $817K
|
52.2K
$5.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-8K- 56.1% |
$816K - $925K
|
6.26K
$694K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.4KClosed |
$1.06M - $1.21M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.8K- 84.77% |
$1.31M - $1.48M
|
2.3K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.6K- 25.81% |
$1.49M - $1.69M
|
42.1K
$4.66M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-15.2K- 3.57% |
$1.55M - $1.75M
|
410K
$45.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.3K- 19.02% |
$1.67M - $1.89M
|
69.6K
$7.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-16.4K- 16.55% |
$1.67M - $1.9M
|
82.7K
$9.16M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-17.3K- 14.5% |
$1.76M - $2M
|
102K
$11.3M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-20.8K- 33.22% |
$2.12M - $2.41M
|
41.9K
$4.64M
|