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 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.56K+ 28.45% |
$234K - $297K
|
11.5K
$1.43M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.52K+ 5.66% |
$231K - $293K
|
47K
$5.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.29K+ 4.02% |
$209K - $266K
|
59.1K
$7.31M
|
|
|
Jul 17, 2025
Q2 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.26KNew |
$207K - $262K
|
2.26K
$279K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.19K+ 15.78% |
$200K - $254K
|
16K
$1.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.18K+ 5.44% |
$200K - $253K
|
42.2K
$5.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.17K+ 79.4% |
$198K - $252K
|
4.89K
$605K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.13K+ 12.29% |
$195K - $247K
|
19.4K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.12KNew |
$195K - $247K
|
2.12K
$263K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.08K+ 64.22% |
$190K - $241K
|
5.31K
$657K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.05KNew |
$188K - $238K
|
2.05K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.94KNew |
$177K - $225K
|
1.94K
$240K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.93KNew |
$177K - $224K
|
1.93K
$239K
|
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.92KNew |
$175K - $222K
|
1.92K
$237K
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.91KNew |
$175K - $222K
|
1.91K
$236K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
1.91KNew |
$175K - $221K
|
1.91K
$236K
|
|
|
Aug 12, 2025
Q2 2025
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.89KNew |
$173K - $219K
|
1.89K
$233K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
1.88KNew |
$172K - $219K
|
1.88K
$233K
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.88K+ 1.46% |
$172K - $218K
|
130K
$16.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.87KNew |
$171K - $217K
|
1.87K
$231K
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
1.86KNew |
$171K - $217K
|
1.86K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.85KNew |
$170K - $215K
|
1.85K
$229K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.83KNew |
$167K - $212K
|
1.83K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
1.81KNew |
$166K - $210K
|
1.81K
$224K
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.81KNew |
$166K - $210K
|
1.81K
$224K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1.79KNew |
$164K - $207K
|
1.79K
$221K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.76KNew |
$161K - $204K
|
1.76K
$218K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.76KNew |
$161K - $204K
|
1.76K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.74KNew |
$160K - $202K
|
1.74K
$216K
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.74KNew |
$159K - $202K
|
1.74K
$215K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.63K+ 19.11% |
$149K - $189K
|
10.2K
$1.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.57K+ 2.26% |
$144K - $182K
|
71.1K
$8.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.42K+ 0.64% |
$130K - $165K
|
222K
$27.5M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.36K+ 2.83% |
$125K - $158K
|
49.6K
$6.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
1.33K+ 5.21% |
$122K - $155K
|
26.9K
$3.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
BUY
|
- |
1.32K+ 6.84% |
$121K - $153K
|
20.6K
$2.55M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.32K+ 15.4% |
$120K - $153K
|
9.85K
$1.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
1.3K+ 2.33% |
$119K - $151K
|
56.8K
$7.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.28KNew |
$117K - $149K
|
1.28K
$159K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
1.2KNew |
$110K - $139K
|
1.2K
$148K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.2K+ 52.17% |
$110K - $139K
|
3.5K
$433K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.15KNew |
$105K - $134K
|
1.15K
$142K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
951+ 44.84% |
$87.1K - $110K
|
3.07K
$380K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
951+ 44.84% |
$87.1K - $110K
|
3.07K
$380K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
949+ 427.48% |
$86.9K - $110K
|
1.17K
$145K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
910+ 25.66% |
$83.4K - $106K
|
4.46K
$551K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
903+ 30.09% |
$82.7K - $105K
|
3.9K
$483K
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
899+ 3.6% |
$82.4K - $104K
|
25.9K
$3.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
889+ 8.76% |
$81.5K - $103K
|
11K
$1.37M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
884+ 0.95% |
$81K - $103K
|
94.4K
$11.7M
|