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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-205- 4.4% |
$18.8K - $23.8K
|
4.46K
$561K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-191- 4.68% |
$17.5K - $22.2K
|
3.89K
$490K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-170- 1.8% |
$15.6K - $19.7K
|
9.28K
$1.17M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-160- 2.27% |
$14.7K - $18.6K
|
6.89K
$867K
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-159- 2.48% |
$14.6K - $18.5K
|
6.26K
$788K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-148- 5.27% |
$13.6K - $17.2K
|
2.66K
$335K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-137- 51.12% |
$12.6K - $15.9K
|
131
$16.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-131- 4.15% |
$12K - $15.2K
|
3.03K
$381K
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-127- 1.04% |
$11.6K - $14.8K
|
12.1K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-120- 4.74% |
$11K - $13.9K
|
2.41K
$304K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-119- 6.43% |
$10.9K - $13.8K
|
1.73K
$218K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-115- 1.41% |
$10.5K - $13.4K
|
8.02K
$1.01M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-109- 15.24% |
$9.99K - $12.7K
|
606
$76.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-108- 39.42% |
$9.89K - $12.5K
|
166
$20.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-103- 3.37% |
$9.44K - $12K
|
2.96K
$372K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-102- 1.17% |
$9.35K - $11.8K
|
8.58K
$1.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-100- 1.37% |
$9.16K - $11.6K
|
7.18K
$904K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-99- 24.57% |
$9.07K - $11.5K
|
304
$38.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-99- 1.32% |
$9.07K - $11.5K
|
7.4K
$931K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-88- 0.43% |
$8.06K - $10.2K
|
20.4K
$2.57M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-87- 0.52% |
$7.97K - $10.1K
|
16.7K
$2.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-75- 2.04% |
$6.87K - $8.71K
|
3.6K
$453K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-74- 1.22% |
$6.78K - $8.6K
|
6.01K
$757K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-69- 0.34% |
$6.32K - $8.02K
|
20K
$2.52M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-64- 0.34% |
$5.86K - $7.43K
|
19K
$2.39M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-60- 0.74% |
$5.5K - $6.97K
|
8.09K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-58- 0.37% |
$5.31K - $6.74K
|
15.8K
$1.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-57- 2.21% |
$5.22K - $6.62K
|
2.52K
$317K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-56- 1.52% |
$5.13K - $6.5K
|
3.63K
$458K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-54- 0.99% |
$4.95K - $6.27K
|
5.39K
$679K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-54- 10.36% |
$4.95K - $6.27K
|
467
$58.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-51- 2.05% |
$4.67K - $5.92K
|
2.43K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-50- 2.96% |
$4.58K - $5.81K
|
1.64K
$207K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-46- 0.19% |
$4.21K - $5.34K
|
24.7K
$3.11M
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-40- 1.92% |
$3.66K - $4.65K
|
2.04K
$257K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-33- 67.35% |
$3.02K - $3.83K
|
16
$2.01K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-24- 2.34% |
$2.2K - $2.79K
|
1K
$126K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-22- 0.66% |
$2.02K - $2.56K
|
3.32K
$419K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-15- 0.74% |
$1.37K - $1.74K
|
2.03K
$255K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-11- 0.26% |
$1.01K - $1.28K
|
4.2K
$529K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-11- 0.54% |
$1.01K - $1.28K
|
2.01K
$253K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4- 0.13% |
$366 - $465
|
3.05K
$384K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1- 0.55% |
$91.6 - $116
|
181
$22.8K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-150K- 10.79% |
$15.3M - $17.4M
|
1.24M
$156M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-22.6K- 35.78% |
$2.3M - $2.61M
|
40.5K
$5.1M
|
|
|
May 14, 2025
Q1 2025
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-7.07K- 11.92% |
$721K - $817K
|
52.2K
$6.57M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.3K- 20.6% |
$541K - $613K
|
20.4K
$2.57M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-2.1K- 67.74% |
$214K - $243K
|
1K
$126K
|
|
|
Oct 30, 2025
Q1 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-2.07KClosed |
$211K - $239K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-2.03K- 9.68% |
$207K - $235K
|
18.9K
$2.39M
|
|