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
$840K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-73K- 1.87% |
$6.69M - $8.48M
|
3.83M
$461M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-65K- 38.51% |
$5.96M - $7.55M
|
104K
$12.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-62.5K- 79.07% |
$5.73M - $7.26M
|
16.5K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-57.2K- 5.78% |
$5.24M - $6.64M
|
932K
$112M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-53K- 84.75% |
$4.86M - $6.16M
|
9.54K
$1.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-51.9K- 11.66% |
$4.76M - $6.03M
|
394K
$47.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-49.2K- 17.98% |
$4.5M - $5.71M
|
224K
$27M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48.6K- 2.39% |
$4.45M - $5.64M
|
1.98M
$239M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-41.6K- 32.84% |
$3.81M - $4.84M
|
85.2K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-41.4K- 15.32% |
$3.79M - $4.8M
|
229K
$27.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-32.9K- 31.19% |
$3.02M - $3.82M
|
72.6K
$8.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-30.8K- 61.65% |
$2.82M - $3.58M
|
19.2K
$2.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-25.5K- 12.93% |
$2.34M - $2.96M
|
172K
$20.7M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-23.3K- 64.07% |
$2.13M - $2.7M
|
13.1K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-23.1K- 13.8% |
$2.11M - $2.68M
|
144K
$17.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-19.1K- 38.28% |
$1.75M - $2.22M
|
30.9K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.5K- 15.74% |
$1.69M - $2.14M
|
98.9K
$11.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-17.9K- 6.14% |
$1.64M - $2.08M
|
275K
$33.1M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16.5K- 57.04% |
$1.51M - $1.92M
|
12.5K
$1.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-14.8K- 3.55% |
$1.36M - $1.72M
|
402K
$48.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-14.4K- 3.11% |
$1.32M - $1.67M
|
450K
$54.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.3K- 85.56% |
$1.31M - $1.67M
|
2.42K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-13K- 3.17% |
$1.19M - $1.51M
|
397K
$47.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-12.2K- 11.93% |
$1.11M - $1.41M
|
89.8K
$10.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.8K- 19.63% |
$1.08M - $1.37M
|
48.1K
$5.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-7.67K- 15.45% |
$702K - $891K
|
42K
$5.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-7.28K- 26.68% |
$667K - $846K
|
20K
$2.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.73K- 10.29% |
$617K - $782K
|
58.7K
$7.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-6.36K- 18.6% |
$583K - $739K
|
27.8K
$3.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.08K- 19.06% |
$557K - $706K
|
25.8K
$3.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.89K- 3.93% |
$448K - $568K
|
120K
$14.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-4.44K- 4.33% |
$407K - $516K
|
98.1K
$11.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-4.28K- 10.06% |
$392K - $497K
|
38.3K
$4.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-4.22K- 6.63% |
$387K - $490K
|
59.5K
$7.16M
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.07K- 69.28% |
$373K - $473K
|
1.8K
$217K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-3.94K- 18.41% |
$361K - $457K
|
17.4K
$2.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-3.65K- 24.56% |
$334K - $424K
|
11.2K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-3.6K- 10.49% |
$329K - $418K
|
30.7K
$3.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.59K- 40.39% |
$329K - $417K
|
5.3K
$638K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.55K- 0.25% |
$325K - $412K
|
1.44M
$174M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.47K- 12.07% |
$318K - $403K
|
25.3K
$3.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.2K- 50.0% |
$293K - $372K
|
3.2K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.17K- 2.72% |
$290K - $368K
|
113K
$13.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.13K- 13.26% |
$286K - $363K
|
20.4K
$2.46M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.03K- 31.32% |
$277K - $352K
|
6.64K
$800K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.97K- 4.38% |
$272K - $344K
|
64.8K
$7.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.8K- 30.74% |
$257K - $325K
|
6.31K
$760K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.67K- 3.23% |
$245K - $311K
|
80K
$9.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.55K- 15.74% |
$234K - $297K
|
13.7K
$1.65M
|