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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.7K+ 185.87% |
$2.17M - $2.76M
|
36.5K
$4.37M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.4K+ 10.87% |
$1.6M - $2.03M
|
178K
$21.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
12.2K+ 56.57% |
$1.12M - $1.42M
|
33.8K
$4.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
11.3KNew |
$1.03M - $1.31M
|
11.3K
$1.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
9.72KNew |
$891K - $1.13M
|
9.72K
$1.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.78K+ 20.07% |
$805K - $1.02M
|
52.6K
$6.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
8.12K+ 33825.0% |
$744K - $943K
|
8.14K
$975K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.48KNew |
$593K - $752K
|
6.48K
$775K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
6.45KNew |
$590K - $749K
|
6.45K
$771K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
5.98KNew |
$548K - $695K
|
5.98K
$716K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5.75K+ 20.11% |
$527K - $668K
|
34.4K
$4.11M
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
5.62K+ 5.97% |
$514K - $652K
|
99.6K
$11.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
4.65K+ 22.31% |
$426K - $540K
|
25.5K
$3.05M
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
BUY
|
- |
4.65KNew |
$426K - $540K
|
4.65K
$557K
|
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
4.48KNew |
$410K - $520K
|
4.48K
$536K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
3.85K+ 11.2% |
$352K - $447K
|
38.2K
$4.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.62K+ 30.3% |
$331K - $420K
|
15.5K
$1.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
3.38K+ 8.08% |
$310K - $393K
|
45.3K
$5.42M
|
|
|
Jul 15, 2025
Q2 2025
|
Hall Laurie J Trustee
|
BUY
|
- |
3.35KNew |
$307K - $389K
|
3.35K
$401K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.06K+ 55.97% |
$280K - $355K
|
8.52K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
3.03KNew |
$277K - $352K
|
3.03K
$362K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.97K+ 6.16% |
$272K - $345K
|
51.2K
$6.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
2.87KNew |
$263K - $334K
|
2.87K
$344K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
2.61KNew |
$239K - $303K
|
2.61K
$312K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.58KNew |
$236K - $299K
|
2.58K
$309K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.56K+ 28.45% |
$234K - $297K
|
11.5K
$1.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.52K+ 5.66% |
$231K - $293K
|
47K
$5.63M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.26KNew |
$207K - $262K
|
2.26K
$270K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.18K+ 5.44% |
$200K - $253K
|
42.2K
$5.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.17K+ 79.4% |
$198K - $252K
|
4.89K
$586K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.13K+ 12.29% |
$195K - $247K
|
19.4K
$2.32M
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.05KNew |
$188K - $238K
|
2.05K
$245K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.93KNew |
$177K - $224K
|
1.93K
$231K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.92KNew |
$175K - $222K
|
1.92K
$229K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.91KNew |
$175K - $222K
|
1.91K
$228K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
1.91KNew |
$175K - $221K
|
1.91K
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.88KNew |
$172K - $219K
|
1.88K
$225K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.88K+ 1.46% |
$172K - $218K
|
130K
$15.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.87KNew |
$171K - $217K
|
1.87K
$223K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.86KNew |
$171K - $217K
|
1.86K
$223K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.83KNew |
$167K - $212K
|
1.83K
$219K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.81KNew |
$166K - $210K
|
1.81K
$217K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
1.81KNew |
$166K - $210K
|
1.81K
$217K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.79KNew |
$164K - $207K
|
1.79K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.76KNew |
$161K - $204K
|
1.76K
$210K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.74KNew |
$159K - $202K
|
1.74K
$208K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.63K+ 19.11% |
$149K - $189K
|
10.2K
$1.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.57K+ 2.26% |
$144K - $182K
|
71.1K
$8.52M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.36K+ 2.83% |
$125K - $158K
|
49.6K
$5.93M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
1.33K+ 5.21% |
$122K - $155K
|
26.9K
$3.22M
|