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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-144- 0.62% |
$15.5K - $16.7K
|
23.1K
$2.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-139- 5.25% |
$14.9K - $16.1K
|
2.51K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-135- 0.74% |
$14.5K - $15.6K
|
18.1K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-135- 2.6% |
$14.5K - $15.6K
|
5.05K
$542K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-130- 1.28% |
$14K - $15K
|
10.1K
$1.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-126- 1.97% |
$13.5K - $14.6K
|
6.28K
$674K
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-125- 1.61% |
$13.4K - $14.5K
|
7.64K
$821K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-122- 3.53% |
$13.1K - $14.1K
|
3.34K
$358K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-120- 3.94% |
$12.9K - $13.9K
|
2.92K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-119- 9.32% |
$12.8K - $13.8K
|
1.16K
$124K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-119- 3.03% |
$12.8K - $13.8K
|
3.81K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-115- 2.99% |
$12.4K - $13.3K
|
3.73K
$400K
|
|
|
Feb 11, 2025
Q4 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-108- 4.36% |
$11.6K - $12.5K
|
2.37K
$254K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-102- 4.96% |
$11K - $11.8K
|
1.95K
$210K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 40.0% |
$10.7K - $11.6K
|
150
$16.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-100- 2.12% |
$10.7K - $11.6K
|
4.63K
$497K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-89- 1.15% |
$9.56K - $10.3K
|
7.63K
$819K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-87- 2.52% |
$9.34K - $10.1K
|
3.36K
$361K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-78- 0.47% |
$8.38K - $9.03K
|
16.7K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-73- 1.72% |
$7.84K - $8.45K
|
4.16K
$446K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-70- 2.26% |
$7.52K - $8.1K
|
3.02K
$324K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-69- 0.75% |
$7.41K - $7.98K
|
9.09K
$976K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-68- 0.31% |
$7.3K - $7.87K
|
22.2K
$2.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-68- 3.31% |
$7.3K - $7.87K
|
1.99K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-63- 9.1% |
$6.77K - $7.29K
|
629
$67.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-61- 2.11% |
$6.55K - $7.06K
|
2.83K
$304K
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-61- 1.09% |
$6.55K - $7.06K
|
5.54K
$595K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-56- 0.72% |
$6.01K - $6.48K
|
7.71K
$827K
|
|
|
Feb 12, 2025
Q4 2024
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-55- 0.22% |
$5.91K - $6.36K
|
25.1K
$2.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-53- 0.65% |
$5.69K - $6.13K
|
8.13K
$873K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-50- 2.59% |
$5.37K - $5.79K
|
1.88K
$202K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-45- 0.94% |
$4.83K - $5.21K
|
4.73K
$508K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-40- 20.0% |
$4.3K - $4.63K
|
160
$17.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-36- 12.41% |
$3.87K - $4.17K
|
254
$27.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-30- 0.57% |
$3.22K - $3.47K
|
5.24K
$562K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-29- 1.2% |
$3.11K - $3.36K
|
2.38K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-27- 0.2% |
$2.9K - $3.12K
|
13.2K
$1.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-24- 5.25% |
$2.58K - $2.78K
|
433
$46.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-20- 1.07% |
$2.15K - $2.31K
|
1.86K
$199K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-20- 28.57% |
$2.15K - $2.31K
|
50
$5.37K
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-20- 0.32% |
$2.15K - $2.31K
|
6.25K
$670K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-20- 0.25% |
$2.15K - $2.31K
|
8.08K
$867K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-18- 0.48% |
$1.93K - $2.08K
|
3.77K
$404K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-17- 0.19% |
$1.83K - $1.97K
|
8.73K
$937K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-15- 0.14% |
$1.61K - $1.74K
|
10.7K
$1.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-9- 1.81% |
$967 - $1.04K
|
489
$52.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-8- 0.25% |
$859 - $926
|
3.21K
$344K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-7- 0.15% |
$752 - $810
|
4.78K
$513K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-7- 0.57% |
$752 - $810
|
1.22K
$131K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-7- 3.89% |
$752 - $810
|
173
$18.6K
|