Purchases and Sales Made in Q2 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 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 25, 2025 Q2 2025
Mgo One Seven LLC

Beachwood, OH
BUY
 -
843
+ 7.27%
$77.2K - $97.9K
12.4K $1.54M
Aug 25, 2025 Q2 2025
Hilltop Partners LLC

Mishawaka, IN
BUY
 -
841
+ 23.08%
$77.1K - $97.7K
4.49K $555K
Aug 12, 2025 Q2 2025
Steward Partners Investment Advisory, LLC

BUY
 -
788
+ 2.97%
$72.2K - $91.5K
27.3K $3.38M
Jul 10, 2025 Q2 2025
Burns J W & CO Inc

BUY
 -
776
+ 36.53%
$71.1K - $90.1K
2.9K $359K
Jul 23, 2025 Q2 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
764
+ 6.4%
$70K - $88.7K
12.7K $1.57M
Aug 13, 2025 Q2 2025
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
762
+ 8.17%
$69.8K - $88.5K
10.1K $1.25M
Aug 06, 2025 Q2 2025
Atlantic Union Bankshares Corp

BUY
 -
700
New
$64.1K - $81.3K
700 $86.6K
Jul 28, 2025 Q2 2025
Sagespring Wealth Partners, LLC

Franklin, TN
BUY
 -
634
+ 8.09%
$58.1K - $73.6K
8.47K $1.05M
Jul 15, 2025 Q2 2025
Cranbrook Wealth Management, LLC

BUY
 -
593
+ 1.64%
$54.3K - $68.9K
36.8K $4.55M
Aug 13, 2025 Q2 2025
First Trust Advisors LP

Wheaton, IL
BUY
 -
592
+ 29.97%
$54.2K - $68.8K
2.57K $318K
Jul 30, 2025 Q2 2025
Brookstone Capital Management

BUY
 -
557
+ 10.11%
$51K - $64.7K
6.07K $751K
Aug 14, 2025 Q2 2025
Destination Wealth Management

BUY
 -
543
+ 5.97%
$49.7K - $63.1K
9.63K $1.19M
Jul 21, 2025 Q2 2025
Dhjj Financial Advisors, Ltd.

BUY
 -
524
+ 120.18%
$48K - $60.9K
960 $119K
Jul 22, 2025 Q2 2025
Wealthcare Capital Management LLC

Richmond, VA
BUY
 -
500
+ 1.96%
$45.8K - $58.1K
26K $3.22M
Jul 18, 2025 Q2 2025
Vicus Capital

State College, PA
BUY
 -
493
+ 2.8%
$45.2K - $57.3K
18.1K $2.24M
Aug 06, 2025 Q2 2025
Commonwealth Equity Services, LLC

BUY
 -
486
+ 0.24%
$44.5K - $56.5K
205K $25.4M
Jul 30, 2025 Q2 2025
Birch Hill Investment Advisors LLC

BUY
 -
440
+ 13.1%
$40.3K - $51.1K
3.8K $470K
Aug 14, 2025 Q2 2025
Hrt Financial LP

New York, NY
BUY
 -
425
+ 17.5%
$38.9K - $49.4K
2.85K $353K
Aug 04, 2025 Q2 2025
Hantz Financial Services, Inc.

BUY
 -
416
New
$38.1K - $48.3K
416 $51.5K
Aug 12, 2025 Q2 2025
Argent Trust CO

Nashville, TN
BUY
 -
412
+ 10.94%
$37.7K - $47.9K
4.18K $517K
Jul 08, 2025 Q2 2025
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
396
+ 15.98%
$36.3K - $46K
2.87K $356K
Aug 29, 2025 Q2 2025
Evolution Wealth Management Inc.

Fort Myers, FL
BUY
 -
375
New
$34.4K - $43.6K
375 $46.4K
Aug 13, 2025 Q2 2025
Scs Capital Management LLC

Boston, MA
BUY
 -
369
+ 0.54%
$33.8K - $42.9K
69.1K $8.55M
Aug 13, 2025 Q2 2025
National Bank Of Canada

BUY
 -
366
+ 2.66%
$33.5K - $42.5K
14.1K $1.74M
Jul 22, 2025 Q2 2025
Miracle Mile Advisors, LLC

BUY
 -
357
+ 0.44%
$32.7K - $41.5K
81.2K $10M
Aug 01, 2025 Q2 2025
Austin Private Wealth, LLC

BUY
 -
349
+ 2.97%
$32K - $40.5K
12.1K $1.5M
Aug 04, 2025 Q2 2025
Savvy Advisors, Inc.

New York, NY
BUY
 -
337
+ 5.17%
$30.9K - $39.1K
6.85K $848K
Aug 11, 2025 Q2 2025
Main Street Investment Advisors LLC

BUY
 -
328
+ 2.33%
$30.1K - $38.1K
14.4K $1.79M
Jul 08, 2025 Q2 2025
Massmutual Trust CO Fsb

BUY
 -
328
+ 2.23%
$30.1K - $38.1K
15K $1.86M
Aug 01, 2025 Q2 2025
Conscious Wealth Investments, LLC

Miami Beach, FL
BUY
 -
315
+ 1.55%
$28.9K - $36.6K
20.6K $2.55M
Jul 28, 2025 Q2 2025
Arlington Financial Advisors, LLC

BUY
 -
288
+ 1.45%
$26.4K - $33.5K
20.1K $2.49M
Jul 18, 2025 Q2 2025
Trilogy Capital Inc.

BUY
 -
262
+ 9.42%
$24K - $30.4K
3.04K $377K
Aug 11, 2025 Q2 2025
Theory Financial LLC

Fort Collins, CO
BUY
 -
259
+ 4.58%
$23.7K - $30.1K
5.91K $731K
Jul 22, 2025 Q2 2025
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
256
+ 7.47%
$23.5K - $29.7K
3.68K $456K
Jul 28, 2025 Q2 2025
Harbour Investments, Inc.

Madison, WI
BUY
 -
239
+ 3.28%
$21.9K - $27.8K
7.53K $931K
Aug 13, 2025 Q2 2025
Millstone Evans Group, LLC

Boulder, CO
BUY
 -
220
New
$20.2K - $25.6K
220 $27.2K
Aug 14, 2025 Q2 2025
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
216
+ 284.21%
$19.8K - $25.1K
292 $36.1K
Aug 13, 2025 Q2 2025
Kilter Group LLC

Rhinebeck, NY
BUY
 -
214
New
$19.6K - $24.9K
214 $26.5K
Jul 23, 2025 Q2 2025
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
162
+ 1.84%
$14.8K - $18.8K
8.95K $1.11M
Aug 08, 2025 Q2 2025
Larson Financial Group LLC

BUY
 -
147
+ 53.45%
$13.5K - $17.1K
422 $52.2K
Aug 04, 2025 Q2 2025
Atria Investments LLC

Charlotte, NC
BUY
 -
144
+ 2.22%
$13.2K - $16.7K
6.63K $820K
Jul 29, 2025 Q2 2025
Princeton Global Asset Management LLC

BUY
 -
142
+ 13.81%
$13K - $16.5K
1.17K $145K
Aug 06, 2025 Q2 2025
Valtinson Bruner Financial Planning LLC

BUY
 -
130
+ 5.91%
$11.9K - $15.1K
2.33K $288K
Jul 25, 2025 Q2 2025
Gibson Capital, LLC

Wexford, PA
BUY
 -
124
+ 0.5%
$11.4K - $14.4K
25.1K $3.11M
Aug 06, 2025 Q2 2025
One Wealth Capital Management, LLC

Scottsdale, AZ
BUY
 -
122
+ 1.69%
$11.2K - $14.2K
7.36K $910K
Jul 07, 2025 Q2 2025
Investors Research Corp

BUY
 -
107
+ 0.71%
$9.8K - $12.4K
15.2K $1.88M
Aug 13, 2025 Q2 2025
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
104
+ 3.27%
$9.53K - $12.1K
3.28K $406K
Aug 14, 2025 Q2 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
102
+ 2.33%
$9.35K - $11.8K
4.47K $553K
Aug 11, 2025 Q2 2025
Eq LLC

Mercer Island, WA
BUY
 -
100
+ 2.21%
$9.16K - $11.6K
4.62K $571K

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