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 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
25+ 0.32% |
$2.29K - $2.9K
|
7.77K
$926K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
21+ 0.26% |
$1.92K - $2.44K
|
8.03K
$957K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
16+ 0.38% |
$1.47K - $1.86K
|
4.2K
$500K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
15+ 0.3% |
$1.37K - $1.74K
|
4.97K
$592K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
10+ 0.2% |
$916 - $1.16K
|
5.1K
$608K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
9+ 0.21% |
$825 - $1.05K
|
4.27K
$509K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8+ 0.11% |
$733 - $929
|
7.36K
$877K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5+ 0.78% |
$458 - $581
|
646
$77K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.23% |
$275 - $348
|
1.33K
$158K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1- 0.55% |
$91.6 - $116
|
181
$21.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1- 0.22% |
$91.6 - $116
|
462
$55K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15- 0.74% |
$1.37K - $1.74K
|
2.03K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-23- 0.72% |
$2.11K - $2.67K
|
3.19K
$380K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-28- 0.14% |
$2.57K - $3.25K
|
20K
$2.38M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-30- 0.49% |
$2.75K - $3.48K
|
6.13K
$730K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-32- 0.56% |
$2.93K - $3.72K
|
5.72K
$681K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-35- 0.28% |
$3.21K - $4.07K
|
12.6K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-40- 1.92% |
$3.66K - $4.65K
|
2.04K
$243K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-54- 10.36% |
$4.95K - $6.27K
|
467
$55.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-57- 0.24% |
$5.22K - $6.62K
|
23.3K
$2.78M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-58- 2.42% |
$5.31K - $6.74K
|
2.34K
$278K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-75- 2.04% |
$6.87K - $8.71K
|
3.6K
$429K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-87- 0.52% |
$7.97K - $10.1K
|
16.7K
$1.98M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-93- 3.29% |
$8.52K - $10.8K
|
2.74K
$326K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-97- 0.59% |
$8.89K - $11.3K
|
16.5K
$1.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 2.03% |
$9.16K - $11.6K
|
4.83K
$575K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-102- 1.17% |
$9.35K - $11.8K
|
8.58K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-115- 1.41% |
$10.5K - $13.4K
|
8.02K
$955K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-123- 3.6% |
$11.3K - $14.3K
|
3.3K
$393K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-131- 4.15% |
$12K - $15.2K
|
3.03K
$361K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-145- 2.93% |
$13.3K - $16.8K
|
4.81K
$573K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-170- 1.8% |
$15.6K - $19.7K
|
9.28K
$1.11M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-171- 4.29% |
$15.7K - $19.9K
|
3.81K
$454K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-194- 3.05% |
$17.8K - $22.5K
|
6.17K
$736K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-207- 4.5% |
$19K - $24K
|
4.4K
$524K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-211- 5.73% |
$19.3K - $24.5K
|
3.47K
$414K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-217- 2.71% |
$19.9K - $25.2K
|
7.78K
$927K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-220- 4.58% |
$20.2K - $25.6K
|
4.59K
$546K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-290- 6.94% |
$26.6K - $33.7K
|
3.89K
$463K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-325- 2.49% |
$29.8K - $37.8K
|
12.7K
$1.52M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-335- 7.21% |
$30.7K - $38.9K
|
4.31K
$514K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-355Closed |
$32.5K - $41.2K
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-385- 4.26% |
$35.3K - $44.7K
|
8.64K
$1.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-392- 1.5% |
$35.9K - $45.5K
|
25.7K
$3.06M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-442- 2.14% |
$40.5K - $51.3K
|
20.2K
$2.41M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-448- 1.79% |
$41K - $52K
|
24.6K
$2.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-496- 15.18% |
$45.4K - $57.6K
|
2.77K
$330K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-590- 2.02% |
$54.1K - $68.5K
|
28.6K
$3.41M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-598- 5.56% |
$54.8K - $69.5K
|
10.2K
$1.21M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-615- 18.56% |
$56.3K - $71.4K
|
2.7K
$321K
|