Latest Institutional Sells of Ishares Msci Kld 400 Social Et (DSI)
This list provides information on the latest institutional transactions involving Ishares Msci Kld 400 Social Et (DSI) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-93.8K- 93.08% |
$8.59M - $10.9M
|
6.97K
$812K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-41.6K- 32.84% |
$3.81M - $4.84M
|
85.2K
$9.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.8K- 19.63% |
$1.08M - $1.37M
|
48.1K
$5.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-7.67K- 15.45% |
$702K - $891K
|
42K
$4.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.07K- 69.28% |
$373K - $473K
|
1.8K
$210K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-3.94K- 18.41% |
$361K - $457K
|
17.4K
$2.03M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-3.65K- 24.56% |
$334K - $424K
|
11.2K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.8K- 30.74% |
$257K - $325K
|
6.31K
$735K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.67K- 3.23% |
$245K - $311K
|
80K
$9.32M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.3K- 1.22% |
$210K - $267K
|
187K
$21.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-2.27K- 55.65% |
$208K - $264K
|
1.81K
$211K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.01K- 16.57% |
$184K - $234K
|
10.1K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.37K- 23.71% |
$125K - $159K
|
4.39K
$512K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.34K- 34.36% |
$123K - $156K
|
2.56K
$298K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.24K- 37.34% |
$114K - $144K
|
2.08K
$242K
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.1K- 20.51% |
$101K - $128K
|
4.27K
$498K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-921- 5.99% |
$84.4K - $107K
|
14.4K
$1.68M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-746- 1.71% |
$68.3K - $86.7K
|
43K
$5.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-740- 8.74% |
$67.8K - $86K
|
7.72K
$900K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-699- 0.41% |
$64K - $81.2K
|
172K
$20M
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-675- 10.0% |
$61.8K - $78.4K
|
6.08K
$708K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-615- 18.56% |
$56.3K - $71.4K
|
2.7K
$314K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-598- 5.56% |
$54.8K - $69.5K
|
10.2K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-590- 2.02% |
$54.1K - $68.5K
|
28.6K
$3.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-496- 15.18% |
$45.4K - $57.6K
|
2.77K
$323K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-448- 1.79% |
$41K - $52K
|
24.6K
$2.86M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-442- 2.14% |
$40.5K - $51.3K
|
20.2K
$2.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-392- 1.5% |
$35.9K - $45.5K
|
25.7K
$2.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-385- 4.26% |
$35.3K - $44.7K
|
8.64K
$1.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-355Closed |
$32.5K - $41.2K
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-335- 7.21% |
$30.7K - $38.9K
|
4.31K
$502K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-325- 2.49% |
$29.8K - $37.8K
|
12.7K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-290- 6.94% |
$26.6K - $33.7K
|
3.89K
$453K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-217- 2.71% |
$19.9K - $25.2K
|
7.78K
$906K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-211- 5.73% |
$19.3K - $24.5K
|
3.47K
$405K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-207- 4.5% |
$19K - $24K
|
4.4K
$512K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-194- 3.05% |
$17.8K - $22.5K
|
6.17K
$719K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-171- 4.29% |
$15.7K - $19.9K
|
3.81K
$444K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-170- 1.8% |
$15.6K - $19.7K
|
9.28K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-145- 2.93% |
$13.3K - $16.8K
|
4.81K
$561K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-131- 4.15% |
$12K - $15.2K
|
3.03K
$353K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-123- 3.6% |
$11.3K - $14.3K
|
3.3K
$384K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-115- 1.41% |
$10.5K - $13.4K
|
8.02K
$934K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-102- 1.17% |
$9.35K - $11.8K
|
8.58K
$1M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-100- 2.03% |
$9.16K - $11.6K
|
4.83K
$562K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-97- 0.59% |
$8.89K - $11.3K
|
16.5K
$1.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-93- 3.29% |
$8.52K - $10.8K
|
2.74K
$319K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-87- 0.52% |
$7.97K - $10.1K
|
16.7K
$1.94M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-75- 2.04% |
$6.87K - $8.71K
|
3.6K
$419K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-58- 2.42% |
$5.31K - $6.74K
|
2.34K
$272K
|