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 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-12- 1.21% |
$1.39K - $1.51K
|
977
$123K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-15- 0.07% |
$1.74K - $1.89K
|
20.1K
$2.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-23- 0.62% |
$2.67K - $2.9K
|
3.69K
$464K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-24- 1.09% |
$2.78K - $3.02K
|
2.17K
$274K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-25- 1.42% |
$2.9K - $3.15K
|
1.73K
$218K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-31- 0.2% |
$3.59K - $3.9K
|
15.1K
$1.91M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-35- 0.16% |
$4.06K - $4.41K
|
21.9K
$2.75M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-38- 0.44% |
$4.41K - $4.79K
|
8.56K
$1.08M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-40- 0.74% |
$4.64K - $5.04K
|
5.38K
$678K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-44- 0.98% |
$5.1K - $5.54K
|
4.43K
$558K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-46- 1.4% |
$5.33K - $5.79K
|
3.25K
$409K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-48- 1.26% |
$5.57K - $6.05K
|
3.77K
$474K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-52- 0.86% |
$6.03K - $6.55K
|
5.96K
$751K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-52- 1.34% |
$6.03K - $6.55K
|
3.84K
$484K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-54- 1.61% |
$6.26K - $6.8K
|
3.31K
$416K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-58- 3.08% |
$6.73K - $7.31K
|
1.82K
$230K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-59- 2.92% |
$6.84K - $7.43K
|
1.96K
$247K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-65- 1.76% |
$7.54K - $8.19K
|
3.63K
$457K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-65- 1.97% |
$7.54K - $8.19K
|
3.23K
$407K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-66- 38.6% |
$7.65K - $8.31K
|
105
$13.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-67- 0.68% |
$7.77K - $8.44K
|
9.79K
$1.23M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-69- 2.35% |
$8K - $8.69K
|
2.86K
$361K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-70- 2.29% |
$8.12K - $8.82K
|
2.98K
$376K
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-73- 1.65% |
$8.47K - $9.19K
|
4.35K
$548K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-73- 0.36% |
$8.47K - $9.19K
|
20.4K
$2.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-73- 3.13% |
$8.47K - $9.19K
|
2.26K
$285K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-74- 0.32% |
$8.58K - $9.32K
|
23.3K
$2.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-76- 0.98% |
$8.81K - $9.57K
|
7.7K
$969K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-78- 1.6% |
$9.04K - $9.82K
|
4.8K
$604K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-79- 0.72% |
$9.16K - $9.95K
|
11K
$1.38M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-82- 3.6% |
$9.51K - $10.3K
|
2.19K
$276K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-90- 1.02% |
$10.4K - $11.3K
|
8.74K
$1.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-91- 5.04% |
$10.6K - $11.5K
|
1.71K
$216K
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-95- 4.35% |
$11K - $12K
|
2.09K
$263K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-98- 0.6% |
$11.4K - $12.3K
|
16.4K
$2.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-99- 1.57% |
$11.5K - $12.5K
|
6.21K
$782K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-110- 3.11% |
$12.8K - $13.9K
|
3.43K
$431K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-123- 2.68% |
$14.3K - $15.5K
|
4.46K
$562K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-125- 2.95% |
$14.5K - $15.7K
|
4.11K
$518K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-132- 1.1% |
$15.3K - $16.6K
|
11.9K
$1.5M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-133- 2.61% |
$15.4K - $16.8K
|
4.97K
$626K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-138- 3.13% |
$16K - $17.4K
|
4.27K
$537K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-141- 0.64% |
$16.4K - $17.8K
|
21.9K
$2.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-164- 3.8% |
$19K - $20.7K
|
4.15K
$522K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-166- 6.86% |
$19.2K - $20.9K
|
2.25K
$284K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-174- 2.94% |
$20.2K - $21.9K
|
5.74K
$723K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-184- 9.54% |
$21.3K - $23.2K
|
1.74K
$220K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-185- 3.85% |
$21.5K - $23.3K
|
4.63K
$583K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-185- 0.93% |
$21.5K - $23.3K
|
19.8K
$2.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-188- 2.13% |
$21.8K - $23.7K
|
8.66K
$1.09M
|