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 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-421- 5.17% |
$48.8K - $53K
|
7.72K
$977K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-425- 2.19% |
$49.3K - $53.5K
|
19K
$2.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-437- 2.44% |
$50.7K - $55K
|
17.5K
$2.21M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-499- 10.34% |
$57.9K - $62.8K
|
4.33K
$548K
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
SELL
|
- |
-521- 4.59% |
$60.4K - $65.6K
|
10.8K
$1.37M
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-526- 5.98% |
$61K - $66.2K
|
8.28K
$1.05M
|
|
|
Nov 07, 2025
Q3 2025
|
May Hill Capital, LLC
Cohasset, MA |
SELL
|
- |
-531- 24.82% |
$61.6K - $66.9K
|
1.61K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-553- 6.89% |
$64.1K - $69.7K
|
7.48K
$947K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-555- 13.22% |
$64.4K - $69.9K
|
3.64K
$461K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-566- 2.41% |
$65.6K - $71.3K
|
22.9K
$2.9M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-580- 13.01% |
$67.3K - $73.1K
|
3.88K
$491K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-581- 4.67% |
$67.4K - $73.2K
|
11.9K
$1.5M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-585- 5.21% |
$67.8K - $73.7K
|
10.7K
$1.35M
|
|
|
Oct 09, 2025
Q3 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-597- 8.35% |
$69.2K - $75.2K
|
6.56K
$830K
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-606- 18.01% |
$70.3K - $76.3K
|
2.76K
$349K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-609- 11.66% |
$70.6K - $76.7K
|
4.62K
$584K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-641- 1.53% |
$74.3K - $80.7K
|
41.3K
$5.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-649- 1.54% |
$75.3K - $81.7K
|
41.6K
$5.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-689- 3.34% |
$79.9K - $86.8K
|
20K
$2.53M
|
|
|
Nov 07, 2025
Q3 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-710- 40.36% |
$82.3K - $89.4K
|
1.05K
$133K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-721- 4.99% |
$83.6K - $90.8K
|
13.7K
$1.74M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-724- 13.76% |
$84K - $91.2K
|
4.54K
$574K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-729- 4.85% |
$84.5K - $91.8K
|
14.3K
$1.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-739- 11.97% |
$85.7K - $93.1K
|
5.44K
$688K
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-754- 2.96% |
$87.4K - $95K
|
24.8K
$3.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-769- 2.09% |
$89.2K - $96.9K
|
36K
$4.56M
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-820- 2.15% |
$95.1K - $103K
|
37.4K
$4.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-841- 7.47% |
$97.5K - $106K
|
10.4K
$1.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-884- 22.25% |
$103K - $111K
|
3.09K
$391K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-945- 4.72% |
$110K - $119K
|
19.1K
$2.41M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-1.04K- 13.38% |
$121K - $131K
|
6.74K
$853K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.16K- 24.88% |
$135K - $146K
|
3.51K
$445K
|
|
|
Nov 06, 2025
Q3 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.21K- 5.8% |
$140K - $152K
|
19.7K
$2.49M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.29K- 1.59% |
$150K - $163K
|
79.9K
$10.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.42K- 45.39% |
$165K - $179K
|
1.71K
$217K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-1.58K- 5.67% |
$183K - $199K
|
26.3K
$3.33M
|
|
|
Nov 06, 2025
Q3 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-1.63K- 4.26% |
$189K - $205K
|
36.6K
$4.64M
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.65K- 3.73% |
$192K - $208K
|
42.7K
$5.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.68K- 10.09% |
$195K - $212K
|
15K
$1.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.69K- 2.11% |
$195K - $212K
|
78.3K
$9.92M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.7K- 38.03% |
$197K - $213K
|
2.76K
$350K
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.82K- 4.98% |
$210K - $229K
|
34.6K
$4.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.86K- 0.9% |
$215K - $234K
|
203K
$25.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.31K- 35.63% |
$268K - $291K
|
4.18K
$529K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.58K- 5.04% |
$299K - $325K
|
48.6K
$6.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.74K- 10.84% |
$318K - $345K
|
22.6K
$2.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-3.26K- 4.29% |
$378K - $410K
|
72.6K
$9.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.81K- 79.86% |
$442K - $480K
|
961
$122K
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-4.29K- 4.37% |
$497K - $540K
|
93.8K
$11.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
SELL
|
- |
-4.99K- 18.79% |
$579K - $629K
|
21.6K
$2.73M
|