Purchases and Sales Made in Q3 2025 in Ishares Msci Kld 400 Social Et (DSI)

DSI Quotes by TradingView

This table provides information about the institutional ownership of Ishares Msci Kld 400 Social Et (DSI) during Q3 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
Oct 28, 2025 Q3 2025
Sequoia Financial Advisors, LLC

BUY
 -
14K
New
$1.62M - $1.76M
14K $1.76M
Oct 27, 2025 Q3 2025
Janney Montgomery Scott LLC

BUY
 -
12K
+ 22.8%
$1.39M - $1.51M
64.5K $8.13M
Oct 15, 2025 Q3 2025
Gemmer Asset Management LLC

BUY
 -
8.67K
+ 6.65%
$1.01M - $1.09M
139K $17.5M
Oct 28, 2025 Q3 2025
Wood Trust Financial Corp

BUY
 -
8.17K
New
$947K - $1.03M
8.17K $1.03M
Oct 29, 2025 Q3 2025
Tred Avon Family Wealth, LLC

Easton, MD
BUY
 -
7.95K
New
$922K - $1M
7.95K $1M
Oct 22, 2025 Q3 2025
Sofi Wealth, LLC

BUY
 -
7.73K
+ 38.87%
$896K - $974K
27.6K $3.48M
Oct 24, 2025 Q3 2025
First Horizon Corp

Memphis, TN
BUY
 -
7.42K
New
$860K - $934K
7.42K $934K
Oct 21, 2025 Q3 2025
Fifth Third Wealth Advisors LLC

Cincinnati, OH
BUY
 -
5.71K
+ 8.51%
$662K - $719K
72.7K $9.16M
Oct 30, 2025 Q3 2025
Northstar Asset Management Inc

Boston, MA
BUY
 -
5K
New
$579K - $629K
5K $629K
Oct 23, 2025 Q3 2025
Park Avenue Securities LLC

BUY
 -
2.99K
+ 1.75%
$347K - $377K
175K $22M
Oct 28, 2025 Q3 2025
Ritholtz Wealth Management

BUY
 -
2.7K
New
$313K - $340K
2.7K $340K
Oct 31, 2025 Q3 2025
Sovran Advisors, LLC

San Diego, CA
BUY
 -
2.67K
+ 54.5%
$309K - $336K
7.56K $952K
Oct 29, 2025 Q3 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.58K
+ 12.72%
$299K - $324K
22.8K $2.87M
Oct 24, 2025 Q3 2025
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
2.02K
New
$234K - $254K
2.02K $254K
Oct 09, 2025 Q3 2025
Signal Advisors Wealth, LLC

Detroit, MI
BUY
 -
1.94K
New
$225K - $244K
1.94K $244K
Oct 14, 2025 Q3 2025
Sound Stewardship, LLC

Overland Park, KS
BUY
 -
1.71K
New
$198K - $215K
1.71K $215K
Oct 08, 2025 Q3 2025
Sterling Manor Financial, LLC

BUY
 -
1.67K
New
$194K - $211K
1.67K $211K
Oct 17, 2025 Q3 2025
1900 Wealth Management LLC

BUY
 -
1.66K
New
$193K - $209K
1.66K $209K
Oct 29, 2025 Q3 2025
Blvd Private Wealth, LLC

Prospect, KY
BUY
 -
1.66K
New
$192K - $209K
1.66K $209K
Oct 15, 2025 Q3 2025
Capital Advisors Wealth Management, LLC

BUY
 -
1.66K
New
$192K - $209K
1.66K $209K
Oct 28, 2025 Q3 2025
Howland Capital Management LLC

BUY
 -
1.63K
New
$189K - $205K
1.63K $205K
Oct 24, 2025 Q3 2025
Vicus Capital

State College, PA
BUY
 -
1.58K
+ 8.72%
$183K - $199K
19.7K $2.48M
Oct 28, 2025 Q3 2025
Gould Asset Management LLC

Claremont, CA
BUY
 -
1.53K
+ 29.43%
$177K - $192K
6.71K $845K
Oct 14, 2025 Q3 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.41K
+ 11.08%
$164K - $178K
14.1K $1.78M
Oct 09, 2025 Q3 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.28K
+ 12.63%
$148K - $161K
11.4K $1.44M
Oct 28, 2025 Q3 2025
Forbes J M & CO LLP

BUY
 -
1.18K
+ 4.37%
$136K - $148K
28.1K $3.54M
Oct 20, 2025 Q3 2025
Merit Financial Group, LLC

BUY
 -
1.11K
+ 7.13%
$129K - $140K
16.7K $2.1M
Oct 17, 2025 Q3 2025
Austin Private Wealth, LLC

BUY
 -
1.02K
+ 8.39%
$118K - $128K
13.1K $1.65M
Oct 23, 2025 Q3 2025
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
924
+ 10.32%
$107K - $116K
9.88K $1.24M
Oct 07, 2025 Q3 2025
St Germain D J CO Inc

Springfield, MA
BUY
 -
868
+ 1.75%
$101K - $109K
50.4K $6.35M
Oct 10, 2025 Q3 2025
Diversified Enterprises, LLC

Wilmington, DE
BUY
 -
847
+ 2.47%
$98.2K - $107K
35.2K $4.43M
Oct 31, 2025 Q3 2025
Sagespring Wealth Partners, LLC

Franklin, TN
BUY
 -
694
+ 8.19%
$80.5K - $87.4K
9.17K $1.15M
Oct 30, 2025 Q3 2025
Baker Avenue Asset Management, LP

BUY
 -
525
+ 3.83%
$60.9K - $66.1K
14.2K $1.79M
Oct 10, 2025 Q3 2025
Sk Wealth Management, LLC

Providence, RI
BUY
 -
524
+ 12.27%
$60.8K - $66K
4.79K $604K
Oct 27, 2025 Q3 2025
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
513
+ 13.14%
$59.5K - $64.6K
4.42K $556K
Oct 20, 2025 Q3 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
510
+ 4.02%
$59.1K - $64.2K
13.2K $1.66M
Oct 15, 2025 Q3 2025
Brookstone Capital Management

BUY
 -
452
+ 7.45%
$52.4K - $56.9K
6.52K $821K
Oct 07, 2025 Q3 2025
Montecito Bank & Trust

BUY
 -
355
+ 6.52%
$41.2K - $44.7K
5.8K $730K
Oct 15, 2025 Q3 2025
Neumann Capital Management, LLC

BUY
 -
320
+ 0.89%
$37.1K - $40.3K
36.5K $4.59M
Oct 20, 2025 Q3 2025
Great Diamond Partners, LLC

BUY
 -
294
+ 2.88%
$34.1K - $37K
10.5K $1.32M
Oct 23, 2025 Q3 2025
Fingerlakes Wealth Management, Inc.

BUY
 -
282
+ 1.49%
$32.7K - $35.5K
19.2K $2.41M
Oct 27, 2025 Q3 2025
Magnus Financial Group LLC

New York, NY
BUY
 -
271
+ 5.64%
$31.4K - $34.1K
5.08K $639K
Oct 02, 2025 Q3 2025
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
266
+ 8.66%
$30.8K - $33.5K
3.34K $420K
Oct 23, 2025 Q3 2025
Spire Wealth Management

BUY
 -
204
+ 1.42%
$23.7K - $25.7K
14.6K $1.84M
Oct 09, 2025 Q3 2025
Peak Financial Management, Inc.

BUY
 -
185
+ 3.02%
$21.5K - $23.3K
6.32K $795K
Oct 16, 2025 Q3 2025
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
181
+ 1.57%
$21K - $22.8K
11.7K $1.48M
Oct 27, 2025 Q3 2025
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
166
+ 4.94%
$19.2K - $20.9K
3.53K $444K
Oct 29, 2025 Q3 2025
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
156
New
$18.1K - $19.6K
156 $19.6K
Oct 14, 2025 Q3 2025
Prism Advisors, Inc.

BUY
 -
123
+ 2.88%
$14.3K - $15.5K
4.4K $554K

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