Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
35.6K+ 80.52% |
$4.13M - $4.48M
|
79.8K
$10.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
17.8K+ 4.43% |
$2.06M - $2.24M
|
420K
$53.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14KNew |
$1.62M - $1.76M
|
14K
$1.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 22.8% |
$1.39M - $1.51M
|
64.5K
$8.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.4K+ 55.79% |
$1.32M - $1.44M
|
31.8K
$4.03M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.67K+ 6.65% |
$1.01M - $1.09M
|
139K
$17.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
8.17KNew |
$947K - $1.03M
|
8.17K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Tred Avon Family Wealth, LLC
Easton, MD |
BUY
|
- |
7.95KNew |
$922K - $1M
|
7.95K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
7.73K+ 38.87% |
$896K - $974K
|
27.6K
$3.5M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
7.42KNew |
$860K - $934K
|
7.42K
$939K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
6.93K+ 241.36% |
$804K - $873K
|
9.8K
$1.24M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
6.2K+ 3.33% |
$719K - $781K
|
193K
$24.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.71K+ 8.51% |
$662K - $719K
|
72.7K
$9.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
5KNew |
$579K - $629K
|
5K
$633K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.29KNew |
$497K - $540K
|
4.29K
$543K
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
BUY
|
- |
3.62KNew |
$420K - $456K
|
3.62K
$459K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.53KNew |
$409K - $444K
|
3.53K
$446K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.99K+ 1.75% |
$347K - $377K
|
175K
$22.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.91K+ 6.06% |
$338K - $367K
|
51K
$6.46M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.7KNew |
$313K - $340K
|
2.7K
$342K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.67K+ 54.5% |
$309K - $336K
|
7.56K
$957K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.58K+ 12.72% |
$299K - $324K
|
22.8K
$2.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.49KNew |
$289K - $313K
|
2.49K
$315K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.38K+ 36.75% |
$276K - $300K
|
8.86K
$1.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.02KNew |
$234K - $254K
|
2.02K
$255K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.94KNew |
$225K - $244K
|
1.94K
$246K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.92K+ 11.97% |
$223K - $242K
|
18K
$2.27M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.9K+ 73.15% |
$220K - $239K
|
4.49K
$568K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.86KNew |
$216K - $234K
|
1.86K
$235K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
1.71KNew |
$198K - $215K
|
1.71K
$216K
|
|
|
Oct 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.67KNew |
$194K - $211K
|
1.67K
$212K
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
1.66KNew |
$193K - $209K
|
1.66K
$211K
|
|
|
Oct 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
BUY
|
- |
1.66KNew |
$192K - $209K
|
1.66K
$210K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.66KNew |
$192K - $209K
|
1.66K
$210K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
1.63KNew |
$189K - $205K
|
1.63K
$206K
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.58K+ 8.72% |
$183K - $199K
|
19.7K
$2.49M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.53K+ 3.25% |
$177K - $193K
|
48.6K
$6.15M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.53K+ 29.43% |
$177K - $192K
|
6.71K
$849K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 11.08% |
$164K - $178K
|
14.1K
$1.79M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.28K+ 12.63% |
$148K - $161K
|
11.4K
$1.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Forbes J M & CO LLP
|
BUY
|
- |
1.18K+ 4.37% |
$136K - $148K
|
28.1K
$3.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.11K+ 7.13% |
$129K - $140K
|
16.7K
$2.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.02K+ 8.39% |
$118K - $128K
|
13.1K
$1.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
924+ 10.32% |
$107K - $116K
|
9.88K
$1.25M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
909+ 13.72% |
$105K - $114K
|
7.53K
$954K
|
|
|
Nov 07, 2025
Q3 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
870+ 12.48% |
$101K - $110K
|
7.84K
$992K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
868+ 1.75% |
$101K - $109K
|
50.4K
$6.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
847+ 2.47% |
$98.2K - $107K
|
35.2K
$4.46M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
750+ 1.04% |
$87K - $94.5K
|
73.1K
$9.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
694+ 8.19% |
$80.5K - $87.4K
|
9.17K
$1.16M
|