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 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-790- 6.03% |
$77.3K - $85.9K
|
12.3K
$1.4M
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-751- 3.03% |
$73.5K - $81.7K
|
24.1K
$2.74M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-735- 6.82% |
$71.9K - $80K
|
10K
$1.14M
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-732- 6.09% |
$71.6K - $79.6K
|
11.3K
$1.29M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-660- 57.14% |
$64.6K - $71.8K
|
495
$56.4K
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-642- 8.35% |
$62.8K - $69.8K
|
7.05K
$803K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-633- 5.78% |
$61.9K - $68.9K
|
10.3K
$1.17M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-620- 6.62% |
$60.6K - $67.4K
|
8.75K
$996K
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-601- 3.1% |
$58.8K - $65.4K
|
18.8K
$2.14M
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-585- 3.99% |
$57.2K - $63.6K
|
14.1K
$1.6M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-560- 10.41% |
$54.8K - $60.9K
|
4.82K
$549K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-551- 4.85% |
$53.9K - $59.9K
|
10.8K
$1.23M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-523- 13.12% |
$51.2K - $56.9K
|
3.46K
$395K
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-519- 12.61% |
$50.8K - $56.5K
|
3.6K
$410K
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-514- 2.82% |
$50.3K - $55.9K
|
17.7K
$2.02M
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-495- 26.76% |
$48.4K - $53.9K
|
1.36K
$154K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-489- 4.96% |
$47.8K - $53.2K
|
9.38K
$1.07M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-473- 8.14% |
$46.3K - $51.5K
|
5.34K
$608K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-471- 5.83% |
$46.1K - $51.2K
|
7.61K
$867K
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-434- 1.69% |
$42.4K - $47.2K
|
25.2K
$2.87M
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-419- 1.96% |
$41K - $45.6K
|
20.9K
$2.38M
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-392- 14.31% |
$38.3K - $42.6K
|
2.35K
$268K
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-389- 3.48% |
$38K - $42.3K
|
10.8K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-377- 11.53% |
$36.9K - $41K
|
2.89K
$330K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-371- 12.95% |
$36.3K - $40.4K
|
2.49K
$284K
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-370- 16.04% |
$36.2K - $40.3K
|
1.94K
$221K
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-363- 4.32% |
$35.5K - $39.5K
|
8.04K
$916K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-360- 9.59% |
$35.2K - $39.2K
|
3.39K
$387K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-360- 3.34% |
$35.2K - $39.2K
|
10.4K
$1.19M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-351- 15.83% |
$34.3K - $38.2K
|
1.87K
$213K
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-346- 0.92% |
$33.8K - $37.6K
|
37.2K
$4.24M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-336- 2.48% |
$32.9K - $36.6K
|
13.2K
$1.5M
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-331- 4.09% |
$32.4K - $36K
|
7.76K
$884K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-329- 11.44% |
$32.2K - $35.8K
|
2.55K
$290K
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-324- 9.15% |
$31.7K - $35.2K
|
3.22K
$367K
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-322- 6.22% |
$31.5K - $35K
|
4.86K
$553K
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-312- 2.5% |
$30.5K - $33.9K
|
12.2K
$1.39M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-307- 1.24% |
$30K - $33.4K
|
24.5K
$2.79M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-305- 8.2% |
$29.8K - $33.2K
|
3.42K
$389K
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-304- 10.72% |
$29.7K - $33.1K
|
2.53K
$288K
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-303- 1.74% |
$29.6K - $33K
|
17.1K
$1.95M
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-299- 15.12% |
$29.2K - $32.5K
|
1.68K
$191K
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-295- 0.46% |
$28.9K - $32.1K
|
64.1K
$7.31M
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-283- 1.84% |
$27.7K - $30.8K
|
15.1K
$1.72M
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-280- 6.5% |
$27.4K - $30.5K
|
4.03K
$459K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-278- 2.86% |
$27.2K - $30.2K
|
9.45K
$1.08M
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-277- 9.4% |
$27.1K - $30.1K
|
2.67K
$304K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-261- 1.94% |
$25.5K - $28.4K
|
13.2K
$1.5M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-242- 3.23% |
$23.7K - $26.3K
|
7.25K
$826K
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-235- 2.79% |
$23K - $25.6K
|
8.19K
$933K
|