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 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
100+ 1.15% |
$9.16K - $11.6K
|
8.83K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
98+ 0.52% |
$8.98K - $11.4K
|
18.9K
$2.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
92+ 3.24% |
$8.43K - $10.7K
|
2.93K
$363K
|
|
|
Jul 22, 2025
Q2 2025
|
4 Thought Financial Group Inc.
|
BUY
|
- |
89+ 4.25% |
$8.15K - $10.3K
|
2.18K
$270K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
86+ 0.68% |
$7.88K - $9.99K
|
12.7K
$1.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
86+ 1.66% |
$7.88K - $9.99K
|
5.26K
$651K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
83+ 3.93% |
$7.6K - $9.64K
|
2.2K
$272K
|
|
|
Jul 11, 2025
Q2 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
83+ 1.17% |
$7.6K - $9.64K
|
7.15K
$885K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
76+ 1.39% |
$6.96K - $8.83K
|
5.53K
$684K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
75New |
$6.87K - $8.71K
|
75
$9.28K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
67+ 1.45% |
$6.14K - $7.78K
|
4.68K
$578K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
65+ 0.28% |
$5.96K - $7.55K
|
23.5K
$2.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
65+ 0.6% |
$5.96K - $7.55K
|
10.9K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
50+ 0.14% |
$4.58K - $5.81K
|
36.1K
$4.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
50+ 0.97% |
$4.58K - $5.81K
|
5.18K
$641K
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
43+ 0.08% |
$3.94K - $4.99K
|
52.3K
$6.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
40+ 1.21% |
$3.66K - $4.65K
|
3.36K
$416K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
35+ 0.73% |
$3.21K - $4.07K
|
4.81K
$594K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
34+ 1.33% |
$3.12K - $3.95K
|
2.59K
$321K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
34+ 0.67% |
$3.12K - $3.95K
|
5.14K
$635K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
32+ 1.09% |
$2.93K - $3.72K
|
2.98K
$368K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
30+ 0.99% |
$2.75K - $3.48K
|
3.06K
$378K
|
|
|
Aug 08, 2025
Q2 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
30+ 0.84% |
$2.75K - $3.48K
|
3.61K
$447K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
29+ 0.05% |
$2.66K - $3.37K
|
59K
$7.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
28+ 17.39% |
$2.57K - $3.25K
|
189
$23.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
27+ 0.77% |
$2.47K - $3.14K
|
3.54K
$437K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
25+ 0.32% |
$2.29K - $2.9K
|
7.77K
$961K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
25+ 1.25% |
$2.29K - $2.9K
|
2.02K
$250K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
21+ 0.26% |
$1.92K - $2.44K
|
8.03K
$994K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
16+ 0.38% |
$1.47K - $1.86K
|
4.2K
$519K
|
|
|
Jul 21, 2025
Q2 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
15+ 0.3% |
$1.37K - $1.74K
|
4.97K
$615K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15+ 0.46% |
$1.37K - $1.74K
|
3.3K
$409K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
14+ 0.23% |
$1.28K - $1.63K
|
5.99K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
13+ 0.22% |
$1.19K - $1.51K
|
5.86K
$725K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
11+ 0.49% |
$1.01K - $1.28K
|
2.28K
$282K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10+ 0.16% |
$916 - $1.16K
|
6.23K
$770K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
10+ 0.2% |
$916 - $1.16K
|
5.1K
$631K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
9+ 0.21% |
$825 - $1.05K
|
4.27K
$528K
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8+ 0.11% |
$733 - $929
|
7.36K
$911K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8+ 0.09% |
$733 - $929
|
9.34K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
7+ 0.22% |
$641 - $813
|
3.18K
$393K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5+ 0.06% |
$458 - $581
|
7.9K
$977K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5+ 0.78% |
$458 - $581
|
646
$79.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.26% |
$275 - $348
|
1.18K
$146K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.23% |
$275 - $348
|
1.33K
$165K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.19% |
$183 - $232
|
1.08K
$134K
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
2+ 0.07% |
$183 - $232
|
2.78K
$343K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$183 - $232
|
6.04K
$747K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2New |
$183 - $232
|
2
$247
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.04% |
$91.6 - $116
|
2.35K
$290K
|