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 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-400- 8.11% |
$36.6K - $46.5K
|
4.53K
$560K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-407- 3.83% |
$37.3K - $47.3K
|
10.2K
$1.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-442- 2.14% |
$40.5K - $51.3K
|
20.2K
$2.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-448- 1.79% |
$41K - $52K
|
24.6K
$3.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-450- 0.13% |
$41.2K - $52.3K
|
343K
$42.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-460- 9.56% |
$42.1K - $53.4K
|
4.35K
$539K
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-479- 2.13% |
$43.9K - $55.6K
|
22.1K
$2.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-488- 12.09% |
$44.7K - $56.7K
|
3.55K
$439K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-496- 15.18% |
$45.4K - $57.6K
|
2.77K
$343K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-500- 16.67% |
$45.8K - $58.1K
|
2.5K
$309K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-516- 1.9% |
$47.3K - $59.9K
|
26.6K
$3.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-519- 3.57% |
$47.6K - $60.3K
|
14K
$1.74M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-590- 2.02% |
$54.1K - $68.5K
|
28.6K
$3.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-592- 8.32% |
$54.2K - $68.8K
|
6.52K
$807K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-598- 5.56% |
$54.8K - $69.5K
|
10.2K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-610- 13.31% |
$55.9K - $70.9K
|
3.97K
$491K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-614- 31.39% |
$56.3K - $71.3K
|
1.34K
$166K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-615- 18.56% |
$56.3K - $71.4K
|
2.7K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-615- 2.16% |
$56.3K - $71.4K
|
27.9K
$3.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-630- 14.98% |
$57.7K - $73.2K
|
3.58K
$443K
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-652- 6.9% |
$59.7K - $75.7K
|
8.8K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-657- 17.37% |
$60.2K - $76.3K
|
3.13K
$387K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-667- 12.03% |
$61.1K - $77.5K
|
4.88K
$603K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-668- 61.57% |
$61.2K - $77.6K
|
417
$51.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-669- 12.88% |
$61.3K - $77.7K
|
4.52K
$560K
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-675- 10.0% |
$61.8K - $78.4K
|
6.08K
$752K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-683- 19.85% |
$62.6K - $79.3K
|
2.76K
$341K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-699- 0.41% |
$64K - $81.2K
|
172K
$21.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-700- 13.33% |
$64.1K - $81.3K
|
4.55K
$563K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-726- 6.29% |
$66.5K - $84.3K
|
10.8K
$1.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-726- 18.71% |
$66.5K - $84.3K
|
3.15K
$390K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-740- 8.74% |
$67.8K - $86K
|
7.72K
$955K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-746- 1.71% |
$68.3K - $86.7K
|
43K
$5.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-756- 8.59% |
$69.3K - $87.8K
|
8.05K
$995K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-756- 59.72% |
$69.3K - $87.8K
|
510
$63.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-779- 2.09% |
$71.4K - $90.5K
|
36.4K
$4.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-785- 35.17% |
$71.9K - $91.2K
|
1.45K
$179K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-808- 1.93% |
$74K - $93.9K
|
41.1K
$5.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-809- 28.51% |
$74.1K - $94K
|
2.03K
$251K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-844- 20.07% |
$77.3K - $98K
|
3.36K
$416K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-914- 3.57% |
$83.7K - $106K
|
24.7K
$3.06M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-921- 5.99% |
$84.4K - $107K
|
14.4K
$1.79M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1K- 28.57% |
$91.6K - $116K
|
2.5K
$309K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 1.41% |
$94.5K - $120K
|
72.3K
$8.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-1.04K- 4.4% |
$95.3K - $121K
|
22.6K
$2.79M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.06K- 20.41% |
$97K - $123K
|
4.13K
$511K
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.1K- 20.51% |
$101K - $128K
|
4.27K
$529K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.15K- 12.95% |
$105K - $134K
|
7.74K
$957K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.19K- 8.01% |
$109K - $139K
|
13.7K
$1.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.21K- 7.46% |
$111K - $141K
|
15K
$1.86M
|