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 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-58- 2.42% |
$5.31K - $6.74K
|
2.34K
$278K
|
|
|
Jul 21, 2025
Q2 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-57- 0.24% |
$5.22K - $6.62K
|
23.3K
$2.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-54- 10.36% |
$4.95K - $6.27K
|
467
$55.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-40- 1.92% |
$3.66K - $4.65K
|
2.04K
$243K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-35- 0.28% |
$3.21K - $4.07K
|
12.6K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-32- 0.56% |
$2.93K - $3.72K
|
5.72K
$681K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-28- 0.14% |
$2.57K - $3.25K
|
20K
$2.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-23- 0.72% |
$2.11K - $2.67K
|
3.19K
$380K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15- 0.74% |
$1.37K - $1.74K
|
2.03K
$241K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1- 0.22% |
$91.6 - $116
|
462
$55K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1- 0.55% |
$91.6 - $116
|
181
$21.6K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-849K- 17.87% |
$86.6M - $98.2M
|
3.9M
$465M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-435K- 51.06% |
$44.4M - $50.3M
|
417K
$49.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-247K- 14.59% |
$25.2M - $28.5M
|
1.44M
$172M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-230K- 98.5% |
$23.5M - $26.6M
|
3.51K
$418K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-150K- 10.79% |
$15.3M - $17.4M
|
1.24M
$148M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-121K- 21.35% |
$12.3M - $14M
|
446K
$53.1M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-58.5K- 14.56% |
$5.97M - $6.77M
|
343K
$40.9M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-54.4K- 46.5% |
$5.54M - $6.29M
|
62.5K
$7.45M
|
|
|
May 12, 2025
Q1 2025
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-47.5K- 31.01% |
$4.84M - $5.49M
|
106K
$12.6M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-41.3K- 74.87% |
$4.21M - $4.77M
|
13.9K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-34.6K- 86.13% |
$3.52M - $4M
|
5.56K
$663K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33.9K- 14.22% |
$3.46M - $3.93M
|
205K
$24.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-33.4K- 6.72% |
$3.41M - $3.87M
|
464K
$55.3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.7K- 11.84% |
$3.03M - $3.43M
|
221K
$26.3M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-22.6K- 35.78% |
$2.3M - $2.61M
|
40.5K
$4.83M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-20.8K- 33.22% |
$2.12M - $2.41M
|
41.9K
$4.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-17.3K- 14.5% |
$1.76M - $2M
|
102K
$12.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16.3K- 19.02% |
$1.67M - $1.89M
|
69.6K
$8.29M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-15.2K- 3.57% |
$1.55M - $1.75M
|
410K
$48.8M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.6K- 25.81% |
$1.49M - $1.69M
|
42.1K
$5.01M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.8K- 84.77% |
$1.31M - $1.48M
|
2.3K
$274K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-10.4KClosed |
$1.06M - $1.21M
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-8K- 56.1% |
$816K - $925K
|
6.26K
$746K
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-7.07K- 11.92% |
$721K - $817K
|
52.2K
$6.22M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.4K- 6.86% |
$551K - $625K
|
73.4K
$8.74M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.3K- 20.6% |
$541K - $613K
|
20.4K
$2.43M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.18K- 20.15% |
$528K - $599K
|
20.5K
$2.44M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.84K- 14.3% |
$493K - $559K
|
29K
$3.45M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.8K- 6.84% |
$489K - $555K
|
65.4K
$7.79M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.43K- 6.14% |
$452K - $513K
|
67.7K
$8.07M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.34K- 3.37% |
$442K - $502K
|
125K
$14.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.69K- 15.38% |
$376K - $426K
|
20.3K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.66K- 9.14% |
$373K - $423K
|
36.3K
$4.33M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.58K- 1.27% |
$365K - $414K
|
278K
$33.1M
|
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-3.5K- 13.58% |
$357K - $405K
|
22.3K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.25K- 11.82% |
$332K - $376K
|
24.3K
$2.89M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.05K- 66.62% |
$311K - $353K
|
1.53K
$182K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.68K- 8.02% |
$273K - $310K
|
30.7K
$3.66M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.57K- 6.46% |
$262K - $298K
|
37.2K
$4.43M
|
|