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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-236K- 9.76% |
$23.1M - $25.7M
|
2.18M
$249M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-161K- 20.04% |
$15.8M - $17.5M
|
644K
$73.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-80.7K- 11.57% |
$7.9M - $8.78M
|
617K
$70.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-74.3K- 4.55% |
$7.27M - $8.08M
|
1.56M
$178M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-43.2K- 51.19% |
$4.23M - $4.7M
|
41.2K
$4.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-37.7K- 22.69% |
$3.68M - $4.1M
|
128K
$14.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-36.1K- 28.37% |
$3.53M - $3.92M
|
91K
$10.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-25.7K- 62.61% |
$2.51M - $2.8M
|
15.4K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.8K- 54.84% |
$2.13M - $2.37M
|
18K
$2.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.8K- 13.85% |
$2.03M - $2.26M
|
129K
$14.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.7K- 1.34% |
$2.02M - $2.25M
|
1.53M
$174M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20.5K- 46.85% |
$2.01M - $2.23M
|
23.3K
$2.65M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-20.4K- 10.27% |
$1.99M - $2.22M
|
178K
$20.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.1K- 1.81% |
$1.77M - $1.97M
|
983K
$112M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-16.1K- 13.2% |
$1.58M - $1.76M
|
106K
$12.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.7K- 1.88% |
$1.54M - $1.71M
|
818K
$93.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15.6K- 74.49% |
$1.53M - $1.7M
|
5.36K
$611K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-14.2K- 6.93% |
$1.39M - $1.54M
|
191K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 15.12% |
$1.22M - $1.36M
|
70.1K
$7.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-12.2K- 83.51% |
$1.19M - $1.33M
|
2.41K
$274K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-10.3K- 8.15% |
$1M - $1.12M
|
116K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.99K- 4.07% |
$977K - $1.09M
|
235K
$26.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.9K- 2.01% |
$969K - $1.08M
|
482K
$55M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.26K- 7.08% |
$906K - $1.01M
|
122K
$13.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.13K- 5.53% |
$795K - $885K
|
139K
$15.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-7.66K- 51.23% |
$749K - $833K
|
7.29K
$831K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-7.04K- 1.58% |
$689K - $766K
|
440K
$50.1M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.01K- 12.07% |
$685K - $762K
|
51K
$5.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-6.9K- 2.59% |
$675K - $751K
|
260K
$29.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-6.69K- 65.34% |
$654K - $728K
|
3.55K
$404K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.24K- 32.52% |
$611K - $679K
|
13K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.81K- 3.86% |
$568K - $632K
|
145K
$16.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-5.52K- 20.57% |
$540K - $600K
|
21.3K
$2.43M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.31K- 13.17% |
$520K - $578K
|
35K
$3.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.28K- 6.42% |
$517K - $575K
|
77K
$8.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-5.09K- 11.11% |
$498K - $554K
|
40.7K
$4.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.77K- 17.51% |
$467K - $519K
|
22.5K
$2.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.47K- 9.99% |
$437K - $486K
|
40.2K
$4.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.27K- 88.04% |
$418K - $464K
|
580
$66.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.01K- 3.01% |
$392K - $436K
|
129K
$14.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4K- 13.23% |
$391K - $435K
|
26.2K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.97K- 11.19% |
$388K - $432K
|
31.5K
$3.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-3.92K- 38.61% |
$383K - $426K
|
6.23K
$710K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.84K- 8.08% |
$376K - $418K
|
43.7K
$4.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-3.84K- 38.09% |
$375K - $418K
|
6.24K
$711K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.82K- 5.66% |
$374K - $415K
|
63.6K
$7.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.6K- 2.84% |
$352K - $392K
|
123K
$14.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.41K- 16.87% |
$333K - $371K
|
16.8K
$1.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.4K- 3.17% |
$333K - $370K
|
104K
$11.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.37K- 39.05% |
$330K - $367K
|
5.26K
$599K
|