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 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
62.8K+ 28.0% |
$7.28M - $7.91M
|
287K
$36.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
50.9K+ 4.38% |
$5.91M - $6.42M
|
1.21M
$154M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.3K+ 20.96% |
$4.32M - $4.7M
|
215K
$27.3M
|
|
|
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
$53.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
16.2KNew |
$1.88M - $2.04M
|
16.2K
$2.06M
|
|
|
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
$8.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.8K+ 6.87% |
$1.37M - $1.49M
|
184K
$23.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.4K+ 55.79% |
$1.32M - $1.44M
|
31.8K
$4.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
11.4KNew |
$1.32M - $1.43M
|
11.4K
$1.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.5K+ 11.89% |
$1.22M - $1.32M
|
98.9K
$12.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
8.73K+ 102.47% |
$1.01M - $1.1M
|
17.2K
$2.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.67K+ 6.65% |
$1.01M - $1.09M
|
139K
$17.6M
|
|
|
Nov 17, 2025
Q3 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
8.65KNew |
$1M - $1.09M
|
8.65K
$1.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
8.17KNew |
$947K - $1.03M
|
8.17K
$1.04M
|
|
|
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
$941K
|
|
|
Nov 04, 2025
Q3 2025
|
Financial Services Advisory Inc
|
BUY
|
- |
6.93K+ 241.36% |
$804K - $873K
|
9.8K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.66K+ 233.3% |
$772K - $838K
|
9.51K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.6K+ 188.57% |
$765K - $831K
|
10.1K
$1.28M
|
|
|
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
$9.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
5.53K+ 7.61% |
$641K - $696K
|
78.2K
$9.91M
|
|
|
Oct 30, 2025
Q3 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
5KNew |
$579K - $629K
|
5K
$634K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
4.96K+ 89.6% |
$575K - $624K
|
10.5K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.56K+ 33.42% |
$529K - $575K
|
18.2K
$2.31M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.29KNew |
$497K - $540K
|
4.29K
$543K
|
|
|
Nov 12, 2025
Q3 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
4.21K+ 9.31% |
$489K - $531K
|
49.5K
$6.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
3.72KNew |
$431K - $468K
|
3.72K
$471K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.69K+ 14.69% |
$428K - $465K
|
28.8K
$3.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.64K+ 58.49% |
$422K - $459K
|
9.87K
$1.25M
|
|
|
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
$447K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.19KNew |
$370K - $402K
|
3.19K
$405K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.01K+ 11.83% |
$349K - $379K
|
28.5K
$3.61M
|
|
|
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
$6.47M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.7KNew |
$313K - $340K
|
2.7K
$343K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.67K+ 54.5% |
$309K - $336K
|
7.56K
$959K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.66K+ 8.37% |
$308K - $334K
|
34.4K
$4.36M
|
|
|
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 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.48K+ 5.54% |
$287K - $312K
|
47.2K
$5.99M
|
|
|
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
$256K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.01KNew |
$234K - $254K
|
2.01K
$255K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 8.37% |
$231K - $251K
|
25.8K
$3.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.95K+ 3.3% |
$226K - $245K
|
61K
$7.73M
|