Purchases and Sales Made in Q3 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 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 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
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
183+ 7.85% |
$21.2K - $23K
|
2.51K
$317K
|
|
|
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
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
158+ 2.62% |
$18.3K - $19.9K
|
6.19K
$780K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
156New |
$18.1K - $19.6K
|
156
$19.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
132+ 4.22% |
$15.3K - $16.6K
|
3.26K
$410K
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
123+ 2.88% |
$14.3K - $15.5K
|
4.4K
$554K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
108New |
$12.5K - $13.6K
|
108
$13.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
103+ 4.95% |
$11.9K - $13K
|
2.18K
$275K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
101+ 3.2% |
$11.7K - $12.7K
|
3.26K
$410K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
90+ 1.97% |
$10.4K - $11.3K
|
4.67K
$588K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
82+ 3.08% |
$9.51K - $10.3K
|
2.75K
$346K
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
81+ 2.13% |
$9.39K - $10.2K
|
3.88K
$488K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
74+ 0.25% |
$8.58K - $9.32K
|
29.9K
$3.76M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
66+ 0.22% |
$7.65K - $8.31K
|
30.8K
$3.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
62+ 3.42% |
$7.19K - $7.81K
|
1.87K
$236K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
59+ 2.29% |
$6.84K - $7.43K
|
2.64K
$332K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
51+ 0.05% |
$5.91K - $6.42K
|
94.4K
$11.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
49+ 1.08% |
$5.68K - $6.17K
|
4.6K
$579K
|
|
|
Oct 27, 2025
Q3 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
48+ 1.93% |
$5.57K - $6.05K
|
2.53K
$319K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
47+ 0.19% |
$5.45K - $5.92K
|
24.6K
$3.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
38+ 0.96% |
$4.41K - $4.79K
|
3.99K
$503K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
26+ 0.23% |
$3.01K - $3.27K
|
11.2K
$1.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
23+ 0.09% |
$2.67K - $2.9K
|
24.7K
$3.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
23+ 1.32% |
$2.67K - $2.9K
|
1.76K
$222K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
20+ 5.33% |
$2.32K - $2.52K
|
395
$49.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12+ 0.68% |
$1.39K - $1.51K
|
1.77K
$223K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
11+ 0.26% |
$1.28K - $1.39K
|
4.21K
$530K
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
BUY
|
- |
9+ 0.24% |
$1.04K - $1.13K
|
3.77K
$474K
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
8+ 0.25% |
$928 - $1.01K
|
3.19K
$401K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
8+ 0.45% |
$928 - $1.01K
|
1.79K
$226K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7+ 0.34% |
$812 - $882
|
2.09K
$263K
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6+ 0.22% |
$696 - $756
|
2.74K
$345K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
6+ 0.12% |
$696 - $756
|
5.14K
$648K
|
|
|
Oct 22, 2025
Q3 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3+ 0.28% |
$348 - $378
|
1.08K
$136K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.23% |
$348 - $378
|
1.33K
$168K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $126
|
2.35K
$296K
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$116 - $126
|
2.78K
$350K
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
1+ 0.02% |
$116 - $126
|
4.65K
$586K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.18% |
$116 - $126
|
544
$68.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.76% |
$116 - $126
|
132
$16.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.01% |
$116 - $126
|
12.6K
$1.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1- 0.22% |
$116 - $126
|
461
$58.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$116 - $126
|
12.2K
$1.53M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1- 0.03% |
$116 - $126
|
3.19K
$401K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2- 0.02% |
$232 - $252
|
10.9K
$1.37M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-6- 0.16% |
$696 - $756
|
3.68K
$463K
|