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
|
Ubs Group Ag
|
SELL
|
- |
-14.4K- 3.11% |
$1.32M - $1.67M
|
450K
$55.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-14.8K- 3.55% |
$1.36M - $1.72M
|
402K
$49.7M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16.5K- 57.04% |
$1.51M - $1.92M
|
12.5K
$1.54M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-17.2K- 16.38% |
$1.58M - $2M
|
87.9K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-17.9K- 6.14% |
$1.64M - $2.08M
|
275K
$34M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.5K- 15.74% |
$1.69M - $2.14M
|
98.9K
$12.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-19.1K- 38.28% |
$1.75M - $2.22M
|
30.9K
$3.82M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-22.2K- 46.55% |
$2.03M - $2.58M
|
25.5K
$3.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-23.1K- 13.8% |
$2.11M - $2.68M
|
144K
$17.8M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-23.3K- 64.07% |
$2.13M - $2.7M
|
13.1K
$1.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-25.5K- 12.93% |
$2.34M - $2.96M
|
172K
$21.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-29.3K- 68.2% |
$2.68M - $3.4M
|
13.7K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.8K- 61.65% |
$2.82M - $3.58M
|
19.2K
$2.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-32.9K- 31.19% |
$3.02M - $3.82M
|
72.6K
$8.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-41.4K- 15.32% |
$3.79M - $4.8M
|
229K
$28.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-41.6K- 32.84% |
$3.81M - $4.84M
|
85.2K
$10.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48.6K- 2.39% |
$4.45M - $5.64M
|
1.98M
$246M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-49.2K- 17.98% |
$4.5M - $5.71M
|
224K
$27.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-51.9K- 11.66% |
$4.76M - $6.03M
|
394K
$48.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-53K- 84.75% |
$4.86M - $6.16M
|
9.54K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-57.2K- 5.78% |
$5.24M - $6.64M
|
932K
$115M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-60.3K- 57.7% |
$5.52M - $7M
|
44.2K
$5.47M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-62.5K- 79.07% |
$5.73M - $7.26M
|
16.5K
$2.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-65K- 38.51% |
$5.96M - $7.55M
|
104K
$12.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-73K- 1.87% |
$6.69M - $8.48M
|
3.83M
$474M
|
|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-93.8K- 93.08% |
$8.59M - $10.9M
|
6.97K
$862K
|