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 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-4.38K- 98.29% |
$391K - $442K
|
76
$8.66K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-2.75K- 35.62% |
$245K - $277K
|
4.97K
$566K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2K- 4.2% |
$179K - $202K
|
45.7K
$5.21M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.81K- 3.61% |
$161K - $182K
|
48.2K
$5.5M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.17K- 62.76% |
$104K - $118K
|
692
$78.9K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-343- 6.27% |
$30.6K - $34.6K
|
5.13K
$585K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-334- 14.3% |
$29.8K - $33.7K
|
2K
$228K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-297- 11.27% |
$26.5K - $29.9K
|
2.34K
$266K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-240- 3.15% |
$21.4K - $24.2K
|
7.37K
$840K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-160- 3.27% |
$14.3K - $16.1K
|
4.73K
$539K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-140- 4.24% |
$12.5K - $14.1K
|
3.16K
$360K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-119- 20.0% |
$10.6K - $12K
|
476
$54.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-109- 3.22% |
$9.73K - $11K
|
3.28K
$373K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-19- 0.17% |
$1.7K - $1.92K
|
11.2K
$1.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-11- 4.89% |
$982 - $1.11K
|
214
$24.4K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.52K- 51.64% |
$196K - $230K
|
2.36K
$269K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1K- 3.04% |
$77.7K - $91.2K
|
31.9K
$3.63M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-890- 21.59% |
$69.2K - $81.2K
|
3.23K
$368K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-864- 1.33% |
$67.2K - $78.8K
|
63.9K
$7.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-825- 4.63% |
$64.1K - $75.3K
|
17K
$1.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-537- 17.32% |
$41.7K - $49K
|
2.56K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-275- 40.5% |
$21.4K - $25.1K
|
404
$46K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-129- 1.73% |
$10K - $11.8K
|
7.33K
$835K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-60- 27.27% |
$4.66K - $5.47K
|
160
$18.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-31- 1.58% |
$2.41K - $2.83K
|
1.93K
$220K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-30- 13.04% |
$2.33K - $2.74K
|
200
$22.8K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-172K- 40.87% |
$13.9M - $15M
|
248K
$28.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-27.2KClosed |
$2.2M - $2.38M
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-4.31KClosed |
$348K - $376K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-3K- 37.8% |
$242K - $261K
|
4.93K
$562K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.03K- 12.82% |
$164K - $177K
|
13.8K
$1.57M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-249- 5.83% |
$20.1K - $21.7K
|
4.02K
$458K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-87- 1.18% |
$7.03K - $7.59K
|
7.28K
$829K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-57- 50.44% |
$4.6K - $4.97K
|
56
$6.38K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-34- 5.54% |
$2.75K - $2.97K
|
580
$66.1K
|
|
|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-16- 0.22% |
$1.29K - $1.4K
|
7.3K
$832K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-20K- 50.0% |
$1.52M - $1.68M
|
20K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-18.2K- 54.48% |
$1.39M - $1.53M
|
15.2K
$1.73M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.84K- 6.05% |
$141K - $155K
|
28.6K
$3.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-437- 2.32% |
$33.3K - $36.8K
|
18.4K
$2.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
SELL
|
- |
-113- 3.12% |
$8.62K - $9.52K
|
3.51K
$400K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-100- 2.15% |
$7.62K - $8.42K
|
4.55K
$518K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-50- 50.0% |
$3.81K - $4.21K
|
50
$5.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-50- 1.22% |
$3.81K - $4.21K
|
4.06K
$463K
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-32- 0.12% |
$2.44K - $2.7K
|
26.3K
$3M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-21- 0.3% |
$1.6K - $1.77K
|
7.05K
$803K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.49K- 10.09% |
$177K - $197K
|
22.2K
$2.53M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.16K- 39.83% |
$82.5K - $92K
|
1.75K
$200K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.12K- 88.42% |
$79.2K - $88.3K
|
146
$16.6K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-809- 21.41% |
$57.5K - $64.1K
|
2.97K
$338K
|
|