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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.36K- 20.96% |
$240K - $272K
|
8.89K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-2.1K- 67.74% |
$214K - $243K
|
1K
$119K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-2.03K- 9.68% |
$207K - $235K
|
18.9K
$2.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2K- 6.01% |
$204K - $231K
|
31.3K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.85K- 1.73% |
$189K - $214K
|
105K
$12.5M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.8K- 13.12% |
$184K - $208K
|
11.9K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.8K- 24.32% |
$184K - $208K
|
5.6K
$667K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.78K- 35.72% |
$182K - $206K
|
3.2K
$382K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.78K- 10.65% |
$181K - $205K
|
14.9K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-1.75K- 4.87% |
$179K - $203K
|
34.2K
$4.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.61K- 20.79% |
$164K - $186K
|
6.12K
$729K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.57K- 15.6% |
$160K - $182K
|
8.5K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.55K- 14.85% |
$158K - $179K
|
8.89K
$1.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.51K- 4.44% |
$153K - $174K
|
32.4K
$3.86M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.4K- 23.11% |
$143K - $162K
|
4.66K
$555K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-1.31K- 4.62% |
$134K - $152K
|
27.1K
$3.23M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-1.27K- 25.16% |
$130K - $147K
|
3.78K
$450K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.21K- 7.08% |
$124K - $140K
|
15.9K
$1.9M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.2K- 2.52% |
$123K - $139K
|
46.5K
$5.54M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.07K- 3.57% |
$109K - $124K
|
29K
$3.45M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.04K- 11.29% |
$106K - $120K
|
8.15K
$970K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-963- 1.61% |
$98.2K - $111K
|
59K
$7.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-938- 90.72% |
$95.7K - $108K
|
96
$11.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-930- 20.1% |
$94.8K - $108K
|
3.7K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-902- 5.27% |
$92K - $104K
|
16.2K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-880- 3.21% |
$89.7K - $102K
|
26.5K
$3.16M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-856- 2.43% |
$87.3K - $99K
|
34.3K
$4.09M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-847- 23.92% |
$86.4K - $98K
|
2.69K
$321K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-831- 2.19% |
$84.7K - $96.1K
|
37.2K
$4.43M
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-826- 2.55% |
$84.2K - $95.5K
|
31.5K
$3.75M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-815- 14.48% |
$83.1K - $94.3K
|
4.81K
$573K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-778- 1.28% |
$79.3K - $90K
|
60K
$7.14M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-774- 14.02% |
$78.9K - $89.5K
|
4.75K
$566K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-773- 12.41% |
$78.8K - $89.4K
|
5.45K
$650K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-748- 0.41% |
$76.3K - $86.5K
|
183K
$21.8M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-730- 12.25% |
$74.4K - $84.4K
|
5.23K
$623K
|
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-726- 2.76% |
$74K - $84K
|
25.6K
$3.05M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-716- 3.17% |
$73K - $82.8K
|
21.9K
$2.6M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-709- 11.29% |
$72.3K - $82K
|
5.57K
$663K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-696- 4.56% |
$71K - $80.5K
|
14.6K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-660- 9.8% |
$67.3K - $76.3K
|
6.07K
$724K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-638- 9.29% |
$65.1K - $73.8K
|
6.23K
$742K
|