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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-151K- 55.01% |
$17.5M - $19M
|
124K
$15.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-25.4K- 6.45% |
$2.94M - $3.2M
|
368K
$46.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-12.3K- 36.35% |
$1.42M - $1.55M
|
21.5K
$2.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.81K- 79.86% |
$442K - $480K
|
961
$121K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-3.26K- 4.29% |
$378K - $410K
|
72.6K
$9.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.86K- 0.9% |
$215K - $234K
|
203K
$25.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.82K- 4.98% |
$210K - $229K
|
34.6K
$4.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.69K- 2.11% |
$195K - $212K
|
78.3K
$9.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-1.58K- 5.67% |
$183K - $199K
|
26.3K
$3.31M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.29K- 1.59% |
$150K - $163K
|
79.9K
$10.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.16K- 24.88% |
$135K - $146K
|
3.51K
$442K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
SELL
|
- |
-1.04K- 13.38% |
$121K - $131K
|
6.74K
$849K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-841- 7.47% |
$97.5K - $106K
|
10.4K
$1.31M
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-769- 2.09% |
$89.2K - $96.9K
|
36K
$4.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-754- 2.96% |
$87.4K - $95K
|
24.8K
$3.12M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-739- 11.97% |
$85.7K - $93.1K
|
5.44K
$684K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-729- 4.85% |
$84.5K - $91.8K
|
14.3K
$1.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-721- 4.99% |
$83.6K - $90.8K
|
13.7K
$1.73M
|
|
|
Oct 09, 2025
Q3 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-689- 3.34% |
$79.9K - $86.8K
|
20K
$2.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-649- 1.54% |
$75.3K - $81.7K
|
41.6K
$5.23M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-641- 1.53% |
$74.3K - $80.7K
|
41.3K
$5.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-609- 11.66% |
$70.6K - $76.7K
|
4.62K
$581K
|
|
|
Oct 09, 2025
Q3 2025
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-597- 8.35% |
$69.2K - $75.2K
|
6.56K
$825K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-585- 5.21% |
$67.8K - $73.7K
|
10.7K
$1.34M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-581- 4.67% |
$67.4K - $73.2K
|
11.9K
$1.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-566- 2.41% |
$65.6K - $71.3K
|
22.9K
$2.89M
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-555- 13.22% |
$64.4K - $69.9K
|
3.64K
$459K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-553- 6.89% |
$64.1K - $69.7K
|
7.48K
$942K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-526- 5.98% |
$61K - $66.2K
|
8.28K
$1.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-499- 10.34% |
$57.9K - $62.8K
|
4.33K
$545K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-437- 2.44% |
$50.7K - $55K
|
17.5K
$2.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-425- 2.19% |
$49.3K - $53.5K
|
19K
$2.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-421- 5.17% |
$48.8K - $53K
|
7.72K
$972K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-399- 8.03% |
$46.3K - $50.3K
|
4.57K
$576K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-360- 1.4% |
$41.7K - $45.3K
|
25.3K
$3.19M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
SELL
|
- |
-331- 5.54% |
$38.4K - $41.7K
|
5.65K
$711K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-328- 7.94% |
$38K - $41.3K
|
3.8K
$479K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-296- 20.46% |
$34.3K - $37.3K
|
1.15K
$145K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-276- 3.25% |
$32K - $34.8K
|
8.22K
$1.04M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-234- 7.69% |
$27.1K - $29.5K
|
2.81K
$354K
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-219- 6.03% |
$25.4K - $27.6K
|
3.41K
$429K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-210- 3.67% |
$24.4K - $26.4K
|
5.51K
$693K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-191- 0.67% |
$22.1K - $24.1K
|
28.4K
$3.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-188- 2.13% |
$21.8K - $23.7K
|
8.66K
$1.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-185- 0.93% |
$21.5K - $23.3K
|
19.8K
$2.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-185- 3.85% |
$21.5K - $23.3K
|
4.63K
$583K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-174- 2.94% |
$20.2K - $21.9K
|
5.74K
$723K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-164- 3.8% |
$19K - $20.7K
|
4.15K
$522K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-141- 0.64% |
$16.4K - $17.8K
|
21.9K
$2.76M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-138- 3.13% |
$16K - $17.4K
|
4.27K
$537K
|