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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-14.2K- 47.3% |
$1.53M - $1.65M
|
15.8K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-11.1K- 6.24% |
$1.19M - $1.28M
|
167K
$18.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-9.83K- 64.04% |
$1.06M - $1.14M
|
5.52K
$617K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.57K- 28.92% |
$491K - $529K
|
11.2K
$1.26M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.87K- 96.28% |
$200K - $216K
|
72
$8.04K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.65K- 3.74% |
$177K - $191K
|
42.4K
$4.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.19K- 19.19% |
$128K - $138K
|
5.01K
$560K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1K- 4.02% |
$108K - $116K
|
23.9K
$2.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-653- 0.51% |
$70.1K - $75.6K
|
126K
$14.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-560- 22.45% |
$60.1K - $64.8K
|
1.93K
$216K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-501- 1.34% |
$53.8K - $58K
|
37K
$4.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-411- 0.49% |
$44.1K - $47.6K
|
83.1K
$9.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-379- 6.15% |
$40.7K - $43.9K
|
5.79K
$646K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-357- 1.29% |
$38.3K - $41.3K
|
27.4K
$3.06M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-350- 9.73% |
$37.6K - $40.5K
|
3.25K
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-178- 3.0% |
$19.1K - $20.6K
|
5.76K
$644K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-139- 5.25% |
$14.9K - $16.1K
|
2.51K
$280K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-120- 3.94% |
$12.9K - $13.9K
|
2.92K
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-115- 2.99% |
$12.4K - $13.3K
|
3.73K
$416K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 40.0% |
$10.7K - $11.6K
|
150
$16.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-100- 2.12% |
$10.7K - $11.6K
|
4.63K
$517K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-87- 2.52% |
$9.34K - $10.1K
|
3.36K
$375K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-70- 2.26% |
$7.52K - $8.1K
|
3.02K
$338K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-68- 3.31% |
$7.3K - $7.87K
|
1.99K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-61- 1.09% |
$6.55K - $7.06K
|
5.54K
$619K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-53- 0.65% |
$5.69K - $6.13K
|
8.13K
$908K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-45- 0.94% |
$4.83K - $5.21K
|
4.73K
$528K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-29- 1.2% |
$3.11K - $3.36K
|
2.38K
$266K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-24- 5.25% |
$2.58K - $2.78K
|
433
$48.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-20- 0.25% |
$2.15K - $2.31K
|
8.08K
$902K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-7- 3.89% |
$752 - $810
|
173
$19.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-5- 0.15% |
$537 - $579
|
3.27K
$365K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-5- 0.13% |
$537 - $579
|
3.71K
$414K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2- 0.02% |
$215 - $231
|
10.8K
$1.21M
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-236K- 9.76% |
$23.1M - $25.7M
|
2.18M
$244M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-161K- 20.04% |
$15.8M - $17.5M
|
644K
$71.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-80.7K- 11.57% |
$7.9M - $8.78M
|
617K
$68.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-74.3K- 4.55% |
$7.27M - $8.08M
|
1.56M
$174M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-43.2K- 51.19% |
$4.23M - $4.7M
|
41.2K
$4.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-37.7K- 22.69% |
$3.68M - $4.1M
|
128K
$14.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-36.1K- 28.37% |
$3.53M - $3.92M
|
91K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.8K- 54.84% |
$2.13M - $2.37M
|
18K
$2.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.8K- 13.85% |
$2.03M - $2.26M
|
129K
$14.4M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.7K- 1.34% |
$2.02M - $2.25M
|
1.53M
$171M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20.5K- 46.85% |
$2.01M - $2.23M
|
23.3K
$2.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.1K- 1.81% |
$1.77M - $1.97M
|
983K
$110M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-16.1K- 13.2% |
$1.58M - $1.76M
|
106K
$11.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.7K- 1.88% |
$1.54M - $1.71M
|
818K
$91.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15.6K- 74.49% |
$1.53M - $1.7M
|
5.36K
$598K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.2K- 6.93% |
$1.39M - $1.54M
|
191K
$21.3M
|
|