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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-518- 42.01% |
$52.8K - $59.9K
|
715
$85.2K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-501- 1.71% |
$51.1K - $57.9K
|
28.8K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-498- 54.67% |
$50.8K - $57.6K
|
413
$49.2K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-498- 0.35% |
$50.8K - $57.6K
|
143K
$17.1M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-495- 5.04% |
$50.5K - $57.3K
|
9.33K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-490- 0.76% |
$50K - $56.7K
|
63.7K
$7.59M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-488- 5.37% |
$49.8K - $56.4K
|
8.6K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-474- 25.25% |
$48.3K - $54.8K
|
1.4K
$167K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-458- 2.23% |
$46.7K - $53K
|
20.1K
$2.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-450- 12.02% |
$45.9K - $52K
|
3.29K
$392K
|
|
|
May 06, 2025
Q1 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-449- 16.06% |
$45.8K - $51.9K
|
2.35K
$280K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-446- 1.86% |
$45.5K - $51.6K
|
23.6K
$2.81M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-387- 9.84% |
$39.5K - $44.8K
|
3.55K
$423K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-372- 5.76% |
$37.9K - $43K
|
6.09K
$725K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-321- 1.99% |
$32.7K - $37.1K
|
15.8K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-303- 1.33% |
$30.9K - $35K
|
22.5K
$2.69M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-303- 6.17% |
$30.9K - $35K
|
4.61K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-292- 8.15% |
$29.8K - $33.8K
|
3.29K
$392K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-276- 4.77% |
$28.1K - $31.9K
|
5.51K
$656K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-270- 5.82% |
$27.5K - $31.2K
|
4.37K
$521K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-250- 20.24% |
$25.5K - $28.9K
|
985
$117K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-229- 3.39% |
$23.4K - $26.5K
|
6.52K
$776K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-214- 4.48% |
$21.8K - $24.8K
|
4.57K
$544K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-213- 3.94% |
$21.7K - $24.6K
|
5.19K
$618K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-207- 7.32% |
$21.1K - $23.9K
|
2.62K
$312K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-206- 1.78% |
$21K - $23.8K
|
11.4K
$1.36M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-203- 2.25% |
$20.7K - $23.5K
|
8.8K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-183- 1.69% |
$18.7K - $21.2K
|
10.6K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-181- 33.71% |
$18.5K - $20.9K
|
356
$42.4K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-181- 2.18% |
$18.5K - $20.9K
|
8.14K
$969K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-170- 5.98% |
$17.3K - $19.7K
|
2.67K
$318K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-166- 0.48% |
$16.9K - $19.2K
|
34.3K
$4.08M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-158- 6.7% |
$16.1K - $18.3K
|
2.2K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-152- 3.92% |
$15.5K - $17.6K
|
3.73K
$444K
|
|
|
May 13, 2025
Q1 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-150- 1.96% |
$15.3K - $17.3K
|
7.49K
$893K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-150- 33.63% |
$15.3K - $17.3K
|
296
$35.3K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-150- 4.29% |
$15.3K - $17.3K
|
3.35K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-140- 74.07% |
$14.3K - $16.2K
|
49
$5.84K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-134- 5.63% |
$13.7K - $15.5K
|
2.25K
$267K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-133- 5.52% |
$13.6K - $15.4K
|
2.28K
$271K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-132- 0.57% |
$13.5K - $15.3K
|
23K
$2.74M
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-127- 6.02% |
$13K - $14.7K
|
1.98K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-127- 1.07% |
$13K - $14.7K
|
11.8K
$1.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-121- 1.67% |
$12.3K - $14K
|
7.12K
$848K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-120- 3.77% |
$12.2K - $13.9K
|
3.06K
$364K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-104- 0.41% |
$10.6K - $12K
|
25K
$2.98M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-96- 5.18% |
$9.79K - $11.1K
|
1.76K
$210K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-96- 4.47% |
$9.79K - $11.1K
|
2.05K
$244K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-95- 1.1% |
$9.69K - $11K
|
8.54K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-94- 0.52% |
$9.59K - $10.9K
|
18.1K
$2.16M
|