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 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
$290K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.6K- 25.81% |
$1.49M - $1.69M
|
42.1K
$5.3M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-15.2K- 3.57% |
$1.55M - $1.75M
|
410K
$51.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.3K- 19.02% |
$1.67M - $1.89M
|
69.6K
$8.76M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-16.4K- 16.55% |
$1.67M - $1.9M
|
82.7K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-17.3K- 14.5% |
$1.76M - $2M
|
102K
$12.8M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-20.8K- 33.22% |
$2.12M - $2.41M
|
41.9K
$5.27M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-22.6K- 35.78% |
$2.3M - $2.61M
|
40.5K
$5.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.7K- 11.84% |
$3.03M - $3.43M
|
221K
$27.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-33.4K- 6.72% |
$3.41M - $3.87M
|
464K
$58.5M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.9K- 14.22% |
$3.46M - $3.93M
|
205K
$25.8M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-34.6K- 86.13% |
$3.52M - $4M
|
5.56K
$700K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-36.4K- 74.19% |
$3.72M - $4.21M
|
12.7K
$1.6M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-41.3K- 74.87% |
$4.21M - $4.77M
|
13.9K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-47.5K- 31.01% |
$4.84M - $5.49M
|
106K
$13.3M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-54.4K- 46.5% |
$5.54M - $6.29M
|
62.5K
$7.88M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-58.5K- 14.56% |
$5.97M - $6.77M
|
343K
$43.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-63.7K- 33.45% |
$6.5M - $7.37M
|
127K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-67.7K- 28.61% |
$6.9M - $7.83M
|
169K
$21.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-121K- 21.35% |
$12.3M - $14M
|
446K
$56.1M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-150K- 10.79% |
$15.3M - $17.4M
|
1.24M
$156M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-230K- 98.5% |
$23.5M - $26.6M
|
3.51K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-247K- 14.59% |
$25.2M - $28.5M
|
1.44M
$182M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-435K- 51.06% |
$44.4M - $50.3M
|
417K
$52.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-849K- 17.87% |
$86.6M - $98.2M
|
3.9M
$492M
|