Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
6.16KNew |
$762K - $806K
|
6.16K
$781K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.14KNew |
$388K - $411K
|
3.14K
$398K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
2.44K+ 5.91% |
$302K - $319K
|
43.8K
$5.55M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.33KNew |
$288K - $305K
|
2.33K
$295K
|
|
|
Jan 15, 2026
Q4 2025
|
Financial Planning Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
2.28KNew |
$281K - $297K
|
2.28K
$288K
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
2.25K+ 77.59% |
$278K - $294K
|
5.15K
$653K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.07KNew |
$256K - $271K
|
2.07K
$263K
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.83K+ 42.74% |
$226K - $240K
|
6.12K
$776K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
1.63K+ 0.94% |
$202K - $214K
|
176K
$22.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.57KNew |
$193K - $205K
|
1.57K
$198K
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
1.17K+ 23.57% |
$145K - $153K
|
6.14K
$778K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
935+ 10.2% |
$116K - $122K
|
10.1K
$1.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
870+ 33.98% |
$108K - $114K
|
3.43K
$435K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
472+ 3.57% |
$58.4K - $61.7K
|
13.7K
$1.73M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
440+ 3.08% |
$54.4K - $57.5K
|
14.7K
$1.87M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
410+ 9.17% |
$50.7K - $53.6K
|
4.88K
$619K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
263+ 7.88% |
$32.5K - $34.4K
|
3.6K
$457K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
214+ 0.87% |
$26.5K - $28K
|
24.8K
$3.15M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
170New |
$21K - $22.2K
|
170
$21.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
61+ 2.23% |
$7.54K - $7.98K
|
2.8K
$355K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
50New |
$6.18K - $6.54K
|
50
$6.34K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
43+ 0.28% |
$5.32K - $5.62K
|
15.2K
$1.92M
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
31+ 0.28% |
$3.83K - $4.05K
|
11.3K
$1.43M
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
30+ 0.92% |
$3.71K - $3.92K
|
3.28K
$415K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
29+ 0.57% |
$3.59K - $3.79K
|
5.11K
$647K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
14+ 0.62% |
$1.73K - $1.83K
|
2.28K
$289K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
BUY
|
- |
9+ 0.43% |
$1.11K - $1.18K
|
2.11K
$268K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-3- 0.14% |
$371 - $392
|
2.17K
$275K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-11- 0.56% |
$1.36K - $1.44K
|
1.95K
$247K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.75% |
$1.48K - $1.57K
|
1.6K
$202K
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-19- 0.76% |
$2.35K - $2.48K
|
2.47K
$313K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-22- 0.65% |
$2.72K - $2.88K
|
3.39K
$430K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-35- 0.41% |
$4.33K - $4.58K
|
8.55K
$1.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-41- 0.63% |
$5.07K - $5.36K
|
6.48K
$821K
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-44- 2.19% |
$5.44K - $5.75K
|
1.96K
$249K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-52- 0.68% |
$6.43K - $6.8K
|
7.64K
$969K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-52- 1.97% |
$6.43K - $6.8K
|
2.59K
$328K
|
|
|
Jan 07, 2026
Q4 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-61- 3.64% |
$7.54K - $7.98K
|
1.61K
$205K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-65- 8.14% |
$8.04K - $8.5K
|
734
$93.1K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-81- 4.0% |
$10K - $10.6K
|
1.95K
$247K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-85- 1.06% |
$10.5K - $11.1K
|
7.93K
$1.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-108- 3.32% |
$13.4K - $14.1K
|
3.15K
$399K
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-110- 3.21% |
$13.6K - $14.4K
|
3.32K
$420K
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-151- 3.26% |
$18.7K - $19.7K
|
4.48K
$567K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-226- 1.55% |
$27.9K - $29.5K
|
14.4K
$1.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-270- 0.74% |
$33.4K - $35.3K
|
36.2K
$4.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-323- 14.79% |
$39.9K - $42.2K
|
1.86K
$236K
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-350- 5.98% |
$43.3K - $45.8K
|
5.5K
$697K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-364- 3.19% |
$45K - $47.6K
|
11K
$1.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-755- 7.69% |
$93.3K - $98.7K
|
9.06K
$1.15M
|
|