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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
592+ 16.45% |
$68.6K - $74.6K
|
4.19K
$531K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
525+ 3.83% |
$60.9K - $66.1K
|
14.2K
$1.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
524+ 12.27% |
$60.8K - $66K
|
4.79K
$607K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
513+ 13.14% |
$59.5K - $64.6K
|
4.42K
$559K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
510+ 4.02% |
$59.1K - $64.2K
|
13.2K
$1.67M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
491+ 0.04% |
$56.9K - $61.8K
|
1.24M
$157M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
456+ 4.49% |
$52.9K - $57.4K
|
10.6K
$1.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
452+ 7.45% |
$52.4K - $56.9K
|
6.52K
$825K
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
BUY
|
- |
355+ 6.52% |
$41.2K - $44.7K
|
5.8K
$734K
|
|
|
Nov 07, 2025
Q3 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
344+ 1.67% |
$39.9K - $43.3K
|
20.9K
$2.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
320+ 0.89% |
$37.1K - $40.3K
|
36.5K
$4.62M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
309+ 9.3% |
$35.8K - $38.9K
|
3.63K
$460K
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
294+ 2.88% |
$34.1K - $37K
|
10.5K
$1.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
282+ 1.49% |
$32.7K - $35.5K
|
19.2K
$2.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
271+ 5.64% |
$31.4K - $34.1K
|
5.08K
$643K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
266+ 8.66% |
$30.8K - $33.5K
|
3.34K
$423K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
266+ 8.66% |
$30.8K - $33.5K
|
3.34K
$423K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
204+ 1.42% |
$23.7K - $25.7K
|
14.6K
$1.85M
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
200+ 6.96% |
$23.2K - $25.2K
|
3.07K
$389K
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
185+ 3.02% |
$21.5K - $23.3K
|
6.32K
$799K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
183+ 7.85% |
$21.2K - $23K
|
2.51K
$318K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
181+ 1.57% |
$21K - $22.8K
|
11.7K
$1.48M
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
180+ 1.25% |
$20.9K - $22.7K
|
14.6K
$1.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
166+ 4.94% |
$19.2K - $20.9K
|
3.53K
$447K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
158+ 2.62% |
$18.3K - $19.9K
|
6.19K
$784K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
156New |
$18.1K - $19.6K
|
156
$19.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
132+ 4.22% |
$15.3K - $16.6K
|
3.26K
$412K
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
123+ 2.88% |
$14.3K - $15.5K
|
4.4K
$557K
|
|
|
Nov 06, 2025
Q3 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
110+ 0.42% |
$12.8K - $13.9K
|
26.4K
$3.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
108New |
$12.5K - $13.6K
|
108
$13.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
103+ 4.95% |
$11.9K - $13K
|
2.18K
$276K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
101+ 3.2% |
$11.7K - $12.7K
|
3.26K
$412K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
90+ 1.97% |
$10.4K - $11.3K
|
4.67K
$591K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
82+ 3.08% |
$9.51K - $10.3K
|
2.75K
$348K
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
81+ 2.13% |
$9.39K - $10.2K
|
3.88K
$491K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
76+ 1.43% |
$8.81K - $9.57K
|
5.39K
$682K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
74+ 0.25% |
$8.58K - $9.32K
|
29.9K
$3.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
69+ 0.74% |
$8K - $8.69K
|
9.35K
$1.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
66+ 0.22% |
$7.65K - $8.31K
|
30.8K
$3.89M
|
|
|
Nov 03, 2025
Q3 2025
|
Jsf Financial, LLC
|
BUY
|
- |
62+ 3.42% |
$7.19K - $7.81K
|
1.87K
$237K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
59+ 2.29% |
$6.84K - $7.43K
|
2.64K
$334K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
51+ 0.05% |
$5.91K - $6.42K
|
94.4K
$12M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
49+ 1.08% |
$5.68K - $6.17K
|
4.6K
$582K
|
|
|
Oct 27, 2025
Q3 2025
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
48+ 1.93% |
$5.57K - $6.05K
|
2.53K
$321K
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
47+ 0.19% |
$5.45K - $5.92K
|
24.6K
$3.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
38+ 0.96% |
$4.41K - $4.79K
|
3.99K
$506K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
34+ 1.9% |
$3.94K - $4.28K
|
1.82K
$230K
|