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 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-103- 3.37% |
$9.44K - $12K
|
2.96K
$366K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-108- 39.42% |
$9.89K - $12.5K
|
166
$20.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-109- 15.24% |
$9.99K - $12.7K
|
606
$75K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-115- 1.41% |
$10.5K - $13.4K
|
8.02K
$992K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-119- 6.43% |
$10.9K - $13.8K
|
1.73K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-120- 4.74% |
$11K - $13.9K
|
2.41K
$298K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-123- 3.6% |
$11.3K - $14.3K
|
3.3K
$408K
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-127- 1.04% |
$11.6K - $14.8K
|
12.1K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-131- 4.15% |
$12K - $15.2K
|
3.03K
$375K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-137- 51.12% |
$12.6K - $15.9K
|
131
$16.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-145- 2.93% |
$13.3K - $16.8K
|
4.81K
$595K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-145- 2.6% |
$13.3K - $16.8K
|
5.42K
$671K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-148- 5.27% |
$13.6K - $17.2K
|
2.66K
$329K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-149- 1.31% |
$13.7K - $17.3K
|
11.2K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-159- 2.48% |
$14.6K - $18.5K
|
6.26K
$774K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-160- 2.27% |
$14.7K - $18.6K
|
6.89K
$852K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-163- 3.57% |
$14.9K - $18.9K
|
4.4K
$545K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-170- 1.8% |
$15.6K - $19.7K
|
9.28K
$1.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-171- 4.29% |
$15.7K - $19.9K
|
3.81K
$472K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-191- 4.68% |
$17.5K - $22.2K
|
3.89K
$481K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-194- 3.05% |
$17.8K - $22.5K
|
6.17K
$764K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-205- 4.4% |
$18.8K - $23.8K
|
4.46K
$551K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-207- 4.5% |
$19K - $24K
|
4.4K
$544K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-209- 17.45% |
$19.1K - $24.3K
|
989
$122K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-211- 5.73% |
$19.3K - $24.5K
|
3.47K
$430K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-216- 0.36% |
$19.8K - $25.1K
|
59.7K
$7.39M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-217- 2.71% |
$19.9K - $25.2K
|
7.78K
$962K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-220- 4.58% |
$20.2K - $25.6K
|
4.59K
$567K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-222- 10.82% |
$20.3K - $25.8K
|
1.83K
$226K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-240- 3.85% |
$22K - $27.9K
|
5.99K
$741K
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-250- 3.99% |
$22.9K - $29K
|
6.01K
$743K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-253- 4.72% |
$23.2K - $29.4K
|
5.11K
$632K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-255- 0.34% |
$23.4K - $29.6K
|
75.8K
$9.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-260- 1.17% |
$23.8K - $30.2K
|
21.9K
$2.71M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-290- 6.94% |
$26.6K - $33.7K
|
3.89K
$481K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-301- 1.31% |
$27.6K - $35K
|
22.7K
$2.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-314- 11.98% |
$28.8K - $36.5K
|
2.31K
$285K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-319- 3.92% |
$29.2K - $37.1K
|
7.82K
$967K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-324- 0.18% |
$29.7K - $37.6K
|
183K
$22.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-325- 2.49% |
$29.8K - $37.8K
|
12.7K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-327- 3.57% |
$30K - $38K
|
8.84K
$1.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-330- 2.86% |
$30.2K - $38.3K
|
11.2K
$1.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-335- 7.21% |
$30.7K - $38.9K
|
4.31K
$533K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-344- 8.66% |
$31.5K - $40K
|
3.63K
$449K
|
|
|
Aug 06, 2025
Q2 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-344- 14.66% |
$31.5K - $40K
|
2K
$248K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-350- 16.39% |
$32.1K - $40.7K
|
1.79K
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-355Closed |
$32.5K - $41.2K
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-382- 92.49% |
$35K - $44.4K
|
31
$3.84K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-385- 4.26% |
$35.3K - $44.7K
|
8.64K
$1.07M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-392- 1.5% |
$35.9K - $45.5K
|
25.7K
$3.18M
|