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 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-67- 0.68% |
$7.77K - $8.44K
|
9.79K
$1.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-69- 2.35% |
$8K - $8.69K
|
2.86K
$363K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-70- 2.29% |
$8.12K - $8.82K
|
2.98K
$378K
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-73- 3.13% |
$8.47K - $9.19K
|
2.26K
$286K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-73- 0.36% |
$8.47K - $9.19K
|
20.4K
$2.58M
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-73- 1.65% |
$8.47K - $9.19K
|
4.35K
$551K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-74- 0.32% |
$8.58K - $9.32K
|
23.3K
$2.95M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-76- 0.98% |
$8.81K - $9.57K
|
7.7K
$974K
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-78- 1.6% |
$9.04K - $9.82K
|
4.8K
$607K
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-79- 0.72% |
$9.16K - $9.95K
|
11K
$1.39M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-82- 3.6% |
$9.51K - $10.3K
|
2.19K
$278K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-90- 1.02% |
$10.4K - $11.3K
|
8.74K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-91- 5.04% |
$10.6K - $11.5K
|
1.71K
$217K
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-95- 4.35% |
$11K - $12K
|
2.09K
$264K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-98- 0.6% |
$11.4K - $12.3K
|
16.4K
$2.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-99- 1.57% |
$11.5K - $12.5K
|
6.21K
$786K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-103- 4.23% |
$11.9K - $13K
|
2.33K
$295K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-110- 3.11% |
$12.8K - $13.9K
|
3.43K
$434K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-120- 2.95% |
$13.9K - $15.1K
|
3.95K
$500K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-123- 2.68% |
$14.3K - $15.5K
|
4.46K
$565K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-125- 2.95% |
$14.5K - $15.7K
|
4.11K
$521K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-132- 1.1% |
$15.3K - $16.6K
|
11.9K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-133- 2.61% |
$15.4K - $16.8K
|
4.97K
$629K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-138- 3.13% |
$16K - $17.4K
|
4.27K
$540K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-141- 0.64% |
$16.4K - $17.8K
|
21.9K
$2.78M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-144- 1.84% |
$16.7K - $18.1K
|
7.68K
$972K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-164- 3.8% |
$19K - $20.7K
|
4.15K
$525K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-166- 6.86% |
$19.2K - $20.9K
|
2.25K
$285K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-174- 2.94% |
$20.2K - $21.9K
|
5.74K
$727K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-184- 9.54% |
$21.3K - $23.2K
|
1.74K
$221K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-185- 0.93% |
$21.5K - $23.3K
|
19.8K
$2.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-185- 3.85% |
$21.5K - $23.3K
|
4.63K
$586K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-188- 2.13% |
$21.8K - $23.7K
|
8.66K
$1.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-191- 0.67% |
$22.1K - $24.1K
|
28.4K
$3.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-192- 0.74% |
$22.3K - $24.2K
|
25.8K
$3.27M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-210- 3.67% |
$24.4K - $26.4K
|
5.51K
$697K
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-219- 6.03% |
$25.4K - $27.6K
|
3.41K
$432K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-234- 3.63% |
$27.1K - $29.5K
|
6.21K
$786K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-234- 7.69% |
$27.1K - $29.5K
|
2.81K
$356K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-276- 3.25% |
$32K - $34.8K
|
8.22K
$1.04M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-277- 14.46% |
$32.1K - $34.9K
|
1.64K
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-296- 20.46% |
$34.3K - $37.3K
|
1.15K
$146K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-328- 7.94% |
$38K - $41.3K
|
3.8K
$481K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
SELL
|
- |
-331- 5.54% |
$38.4K - $41.7K
|
5.65K
$715K
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-338- 3.33% |
$39.2K - $42.6K
|
9.81K
$1.24M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-356- 0.83% |
$41.3K - $44.8K
|
42.6K
$5.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-360- 1.4% |
$41.7K - $45.3K
|
25.3K
$3.21M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-364- 3.56% |
$42.2K - $45.8K
|
9.85K
$1.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-365- 3.26% |
$42.3K - $46K
|
10.8K
$1.37M
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-399- 8.03% |
$46.3K - $50.3K
|
4.57K
$579K
|