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 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-667- 12.03% |
$61.1K - $77.5K
|
4.88K
$581K
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-675- 10.0% |
$61.8K - $78.4K
|
6.08K
$724K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-699- 0.41% |
$64K - $81.2K
|
172K
$20.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-740- 8.74% |
$67.8K - $86K
|
7.72K
$920K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-746- 1.71% |
$68.3K - $86.7K
|
43K
$5.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-921- 5.99% |
$84.4K - $107K
|
14.4K
$1.72M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.1K- 20.51% |
$101K - $128K
|
4.27K
$509K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.24K- 37.34% |
$114K - $144K
|
2.08K
$248K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.34K- 34.36% |
$123K - $156K
|
2.56K
$305K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.37K- 23.71% |
$125K - $159K
|
4.39K
$523K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.01K- 16.57% |
$184K - $234K
|
10.1K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-2.27K- 55.65% |
$208K - $264K
|
1.81K
$216K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.3K- 1.22% |
$210K - $267K
|
187K
$22.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.67K- 3.23% |
$245K - $311K
|
80K
$9.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.8K- 30.74% |
$257K - $325K
|
6.31K
$752K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-3.65K- 24.56% |
$334K - $424K
|
11.2K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-3.94K- 18.41% |
$361K - $457K
|
17.4K
$2.08M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.07K- 69.28% |
$373K - $473K
|
1.8K
$215K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-7.67K- 15.45% |
$702K - $891K
|
42K
$5M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.8K- 19.63% |
$1.08M - $1.37M
|
48.1K
$5.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-19.1K- 38.28% |
$1.75M - $2.22M
|
30.9K
$3.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-41.6K- 32.84% |
$3.81M - $4.84M
|
85.2K
$10.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-93.8K- 93.08% |
$8.59M - $10.9M
|
6.97K
$830K
|