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 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-85- 1.36% |
$8.67K - $9.83K
|
6.16K
$734K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-79- 2.1% |
$8.06K - $9.14K
|
3.69K
$439K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-56- 0.6% |
$5.71K - $6.48K
|
9.33K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-50- 1.04% |
$5.1K - $5.78K
|
4.77K
$568K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-49- 1.7% |
$5K - $5.67K
|
2.84K
$338K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-47- 3.85% |
$4.79K - $5.44K
|
1.18K
$140K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-40- 0.56% |
$4.08K - $4.63K
|
7.07K
$842K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-37- 0.03% |
$3.77K - $4.28K
|
117K
$13.9M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-37- 80.43% |
$3.77K - $4.28K
|
9
$1.07K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-36- 0.73% |
$3.67K - $4.16K
|
4.9K
$583K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-32- 0.58% |
$3.26K - $3.7K
|
5.44K
$649K
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-30- 0.16% |
$3.06K - $3.47K
|
19.1K
$2.27M
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-28- 0.96% |
$2.86K - $3.24K
|
2.88K
$343K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-27- 0.66% |
$2.75K - $3.12K
|
4.08K
$486K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-26- 0.22% |
$2.65K - $3.01K
|
12.1K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-25- 0.54% |
$2.55K - $2.89K
|
4.58K
$546K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-24- 0.1% |
$2.45K - $2.78K
|
24.8K
$2.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-24- 0.09% |
$2.45K - $2.78K
|
27.3K
$3.25M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 2.84% |
$1.53K - $1.73K
|
514
$61.2K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-11- 1.99% |
$1.12K - $1.27K
|
542
$64.6K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9- 0.27% |
$918 - $1.04K
|
3.35K
$399K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-9- 0.06% |
$918 - $1.04K
|
16.3K
$1.94M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8- 0.09% |
$816 - $925
|
8.98K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5- 0.1% |
$510 - $578
|
5.13K
$611K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-4- 0.1% |
$408 - $463
|
4.04K
$481K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-3- 0.22% |
$306 - $347
|
1.36K
$161K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2- 0.07% |
$204 - $231
|
3.06K
$364K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-2- 0.1% |
$204 - $231
|
2.04K
$243K
|
|
| Q4 2024 | |||||||
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-390K- 98.44% |
$41.9M - $45.1M
|
6.17K
$735K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.73K- 30.53% |
$616K - $663K
|
13K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-2.76K- 56.26% |
$297K - $320K
|
2.15K
$256K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.87K- 96.28% |
$200K - $216K
|
72
$8.58K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-1.07K- 29.15% |
$115K - $124K
|
2.61K
$311K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.06K- 20.6% |
$114K - $122K
|
4.07K
$485K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-948- 3.15% |
$102K - $110K
|
29.2K
$3.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-837- 14.64% |
$89.9K - $96.8K
|
4.88K
$581K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-790- 15.02% |
$84.9K - $91.4K
|
4.47K
$532K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-721- 14.65% |
$77.4K - $83.4K
|
4.2K
$500K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-626- 23.61% |
$67.2K - $72.4K
|
2.03K
$241K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-560- 22.45% |
$60.1K - $64.8K
|
1.93K
$230K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-192- 8.94% |
$20.6K - $22.2K
|
1.96K
$233K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-183- 6.9% |
$19.7K - $21.2K
|
2.47K
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-178- 3.0% |
$19.1K - $20.6K
|
5.76K
$687K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-159- 8.2% |
$17.1K - $18.4K
|
1.78K
$212K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-147- 23.94% |
$15.8K - $17K
|
467
$55.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-68- 3.31% |
$7.3K - $7.87K
|
1.99K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-63- 9.1% |
$6.77K - $7.29K
|
629
$74.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-50- 2.59% |
$5.37K - $5.79K
|
1.88K
$224K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-40- 20.0% |
$4.3K - $4.63K
|
160
$19.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-24- 5.25% |
$2.58K - $2.78K
|
433
$51.6K
|
|