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 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.24K- 37.34% |
$114K - $144K
|
2.08K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.27K- 5.05% |
$116K - $147K
|
23.8K
$2.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.34K- 34.36% |
$123K - $156K
|
2.56K
$317K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.37K- 23.71% |
$125K - $159K
|
4.39K
$543K
|
|
|
Aug 13, 2025
Q2 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.41K- 6.32% |
$129K - $164K
|
20.9K
$2.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.5K- 4.78% |
$137K - $174K
|
29.8K
$3.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.55K- 9.72% |
$142K - $180K
|
14.4K
$1.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-1.6K- 32.24% |
$147K - $186K
|
3.37K
$416K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.75K- 3.75% |
$160K - $203K
|
44.8K
$5.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.77K- 6.85% |
$162K - $206K
|
24.1K
$2.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.8K- 2.47% |
$165K - $209K
|
71.2K
$8.81M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.8K- 9.96% |
$165K - $209K
|
16.3K
$2.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.82K- 12.96% |
$166K - $211K
|
12.2K
$1.51M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.93K- 5.19% |
$177K - $224K
|
35.3K
$4.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.98K- 8.15% |
$181K - $230K
|
22.3K
$2.76M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.01K- 16.57% |
$184K - $234K
|
10.1K
$1.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.19K- 11.28% |
$201K - $254K
|
17.2K
$2.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-2.27K- 55.65% |
$208K - $264K
|
1.81K
$224K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.3K- 1.22% |
$210K - $267K
|
187K
$23.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.3K- 7.4% |
$211K - $267K
|
28.8K
$3.56M
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-2.43K- 15.94% |
$222K - $282K
|
12.8K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.49K- 1.73% |
$228K - $289K
|
141K
$17.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.55K- 15.74% |
$234K - $297K
|
13.7K
$1.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.67K- 3.23% |
$245K - $311K
|
80K
$9.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.8K- 30.74% |
$257K - $325K
|
6.31K
$781K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.97K- 4.38% |
$272K - $344K
|
64.8K
$8.01M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.03K- 31.32% |
$277K - $352K
|
6.64K
$821K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.13K- 13.26% |
$286K - $363K
|
20.4K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.17K- 2.72% |
$290K - $368K
|
113K
$14M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.2K- 50.0% |
$293K - $372K
|
3.2K
$396K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.47K- 12.07% |
$318K - $403K
|
25.3K
$3.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.55K- 0.25% |
$325K - $412K
|
1.44M
$178M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.59K- 40.39% |
$329K - $417K
|
5.3K
$655K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.6K- 10.49% |
$329K - $418K
|
30.7K
$3.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-3.65K- 24.56% |
$334K - $424K
|
11.2K
$1.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-3.94K- 18.41% |
$361K - $457K
|
17.4K
$2.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.07K- 69.28% |
$373K - $473K
|
1.8K
$223K
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-4.22K- 6.63% |
$387K - $490K
|
59.5K
$7.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-4.28K- 10.06% |
$392K - $497K
|
38.3K
$4.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-4.44K- 4.33% |
$407K - $516K
|
98.1K
$12.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.89K- 3.93% |
$448K - $568K
|
120K
$14.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.08K- 19.06% |
$557K - $706K
|
25.8K
$3.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-6.36K- 18.6% |
$583K - $739K
|
27.8K
$3.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.73K- 10.29% |
$617K - $782K
|
58.7K
$7.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-7.28K- 26.68% |
$667K - $846K
|
20K
$2.48M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-7.67K- 15.45% |
$702K - $891K
|
42K
$5.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.8K- 19.63% |
$1.08M - $1.37M
|
48.1K
$5.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-12.2K- 11.93% |
$1.11M - $1.41M
|
89.8K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-13K- 3.17% |
$1.19M - $1.51M
|
397K
$49.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.3K- 85.56% |
$1.31M - $1.67M
|
2.42K
$299K
|