Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
11.3KNew |
$1.03M - $1.31M
|
11.3K
$1.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.78K+ 20.07% |
$805K - $1.02M
|
52.6K
$6.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5.75K+ 20.11% |
$527K - $668K
|
34.4K
$4.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
4.65K+ 22.31% |
$426K - $540K
|
25.5K
$3.04M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
4.65KNew |
$426K - $540K
|
4.65K
$554K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
4.48KNew |
$410K - $520K
|
4.48K
$533K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.62K+ 30.3% |
$331K - $420K
|
15.5K
$1.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
3.35KNew |
$307K - $389K
|
3.35K
$399K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.97K+ 6.16% |
$272K - $345K
|
51.2K
$6.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
2.87KNew |
$263K - $334K
|
2.87K
$342K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
2.61KNew |
$239K - $303K
|
2.61K
$311K
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.26KNew |
$207K - $262K
|
2.26K
$269K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.18K+ 5.44% |
$200K - $253K
|
42.2K
$5.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.17K+ 79.4% |
$198K - $252K
|
4.89K
$583K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.92KNew |
$175K - $222K
|
1.92K
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.88KNew |
$172K - $219K
|
1.88K
$224K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.88K+ 1.46% |
$172K - $218K
|
130K
$15.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.87KNew |
$171K - $217K
|
1.87K
$222K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
1.81KNew |
$166K - $210K
|
1.81K
$216K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.76KNew |
$161K - $204K
|
1.76K
$209K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.36K+ 2.83% |
$125K - $158K
|
49.6K
$5.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
1.33K+ 5.21% |
$122K - $155K
|
26.9K
$3.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
951+ 44.84% |
$87.1K - $110K
|
3.07K
$366K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
884+ 0.95% |
$81K - $103K
|
94.4K
$11.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
776+ 36.53% |
$71.1K - $90.1K
|
2.9K
$345K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
764+ 6.4% |
$70K - $88.7K
|
12.7K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
593+ 1.64% |
$54.3K - $68.9K
|
36.8K
$4.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
524+ 120.18% |
$48K - $60.9K
|
960
$114K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
500+ 1.96% |
$45.8K - $58.1K
|
26K
$3.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
493+ 2.8% |
$45.2K - $57.3K
|
18.1K
$2.16M
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
396+ 15.98% |
$36.3K - $46K
|
2.87K
$342K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
357+ 0.44% |
$32.7K - $41.5K
|
81.2K
$9.68M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
328+ 2.23% |
$30.1K - $38.1K
|
15K
$1.79M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
262+ 9.42% |
$24K - $30.4K
|
3.04K
$363K
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
256+ 7.47% |
$23.5K - $29.7K
|
3.68K
$439K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
162+ 1.84% |
$14.8K - $18.8K
|
8.95K
$1.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
107+ 0.71% |
$9.8K - $12.4K
|
15.2K
$1.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
100+ 1.15% |
$9.16K - $11.6K
|
8.83K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
89+ 4.25% |
$8.15K - $10.3K
|
2.18K
$260K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
86+ 0.68% |
$7.88K - $9.99K
|
12.7K
$1.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
83+ 3.93% |
$7.6K - $9.64K
|
2.2K
$262K
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
83+ 1.17% |
$7.6K - $9.64K
|
7.15K
$852K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
65+ 0.6% |
$5.96K - $7.55K
|
10.9K
$1.29M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
50+ 0.14% |
$4.58K - $5.81K
|
36.1K
$4.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
35+ 0.73% |
$3.21K - $4.07K
|
4.81K
$572K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 0.67% |
$3.12K - $3.95K
|
5.14K
$612K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
32+ 1.09% |
$2.93K - $3.72K
|
2.98K
$355K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
28+ 17.39% |
$2.57K - $3.25K
|
189
$22.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
25+ 1.25% |
$2.29K - $2.9K
|
2.02K
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
25+ 0.32% |
$2.29K - $2.9K
|
7.77K
$926K
|