Latest Institutional Sells of Ishares Msci Kld 400 Social Et (DSI)

DSI Quotes by TradingView

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 14, 2023 Q4 2022
Cribstone Capital Management, LLC

Augusta, ME
SELL
 -
-745
- 1.63%
$49.4K - $57.3K
45.1K $4.84M
May 31, 2023 Q4 2022
Abacus Wealth Partners, LLC

Santa Monica, CA
SELL
 -
-275
- 5.94%
$18.2K - $21.2K
4.35K $467K
Jan 18, 2023 Q4 2022
De Dora Capital, Inc.

SELL
 -
-92
- 2.43%
$6.11K - $7.08K
3.7K $397K
Q3 2022
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
SELL
 -
-14.9K
- 8.32%
$996K - $1.22M
164K $17.6M
Nov 14, 2022 Q3 2022
Meristem Family Wealth, LLC

Minnetonka, MN
SELL
 -
-7.46K
Closed
$499K - $609K
0 $0
Oct 18, 2022 Q3 2022
Karp Capital Management Corp

SELL
 -
-5.18K
Closed
$347K - $423K
0 $0
Nov 14, 2022 Q3 2022
Wcg Wealth Advisors LLC

Las Vegas, NV
SELL
 -
-1.64K
- 12.89%
$110K - $134K
11.1K $1.19M
Nov 10, 2022 Q3 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-1.19K
- 4.98%
$79.6K - $97K
22.7K $2.43M
Nov 14, 2022 Q3 2022
Ballast Advisors LLC

SELL
 -
-313
- 69.56%
$21K - $25.6K
137 $14.7K
Nov 04, 2022 Q3 2022
Bank Julius Baer & Co. Ltd, Zurich

SELL
 -
-127
- 1.12%
$8.51K - $10.4K
11.2K $1.21M
Q2 2022
Aug 09, 2022 Q2 2022
Personal Wealth Partners

Bloomington, MN
SELL
 -
-24.1K
Closed
$1.68M - $2.11M
0 $0
Aug 16, 2022 Q2 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
SELL
 -
-15.2K
Closed
$1.06M - $1.34M
0 $0
Aug 15, 2022 Q2 2022
Silver Oak Securities, Inc

Jackson, TN
SELL
 -
-14.8K
Closed
$1.03M - $1.3M
0 $0
Aug 15, 2022 Q2 2022
Evercore Wealth Management, LLC

New York, NY
SELL
 -
-11.2K
Closed
$779K - $981K
0 $0
Aug 12, 2022 Q2 2022
Financial Advisors, LLC

Andover, MA
SELL
 -
-8.97K
Closed
$624K - $786K
0 $0
Jul 19, 2022 Q2 2022
Claraphi Advisory Network, LLC

SELL
 -
-8.91K
- 75.59%
$620K - $781K
2.88K $309K
Aug 10, 2022 Q2 2022
Kovack Advisors, Inc.

SELL
 -
-7.77K
Closed
$541K - $681K
0 $0
Aug 08, 2022 Q2 2022
Kelman Lazarov, Inc.

Memphis, TN
SELL
 -
-6.3K
Closed
$439K - $552K
0 $0
Aug 25, 2022 Q2 2022
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-3.85K
Closed
$268K - $338K
0 $0
Aug 02, 2022 Q2 2022
Resolute Financial, LLC

SELL
 -
-3.52K
Closed
$245K - $308K
0 $0
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

SELL
 -
-3.04K
Closed
$212K - $266K
0 $0
Aug 09, 2022 Q2 2022
First International Bank & Trust

Watford City, ND
SELL
 -
-3.02K
Closed
$210K - $265K
0 $0
Jul 26, 2022 Q2 2022
Ballew Advisors, Inc

SELL
 -
-2.96K
Closed
$206K - $259K
0 $0
Aug 15, 2022 Q2 2022
Two Sigma Securities, LLC

New York, NY
SELL
 -
-2.33K
Closed
$162K - $204K
0 $0
Aug 12, 2022 Q2 2022
Parcion Private Wealth LLC

Bellevue, WA
SELL
 -
-1.77K
- 39.02%
$123K - $155K
2.76K $296K
Jul 28, 2022 Q2 2022
Prentice Wealth Management LLC

SELL
 -
-1.47K
Closed
$102K - $129K
0 $0
Aug 15, 2022 Q2 2022
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-979
- 0.76%
$68.1K - $85.8K
127K $13.7M
Aug 15, 2022 Q2 2022
Callan Capital, LLC

La Jolla, CA
SELL
 -
-598
- 11.08%
$41.6K - $52.4K
4.8K $515K
Aug 11, 2022 Q2 2022
Sandy Cove Advisors, LLC

Hingham, MA
SELL
 -
-520
Closed
$36.2K - $45.6K
0 $0
Aug 12, 2022 Q2 2022
Freedman Financial Associates, Inc.

Peabody, MA
SELL
 -
-340
Closed
$23.7K - $29.8K
0 $0
Jul 12, 2022 Q2 2022
Baldrige Asset Management LLC

SELL
 -
-202
Closed
$14.1K - $17.7K
0 $0
Aug 02, 2022 Q2 2022
American Money Management, LLC

SELL
 -
-200
- 5.85%
$13.9K - $17.5K
3.22K $346K
Jul 08, 2022 Q2 2022
Foundations Investment Advisors, LLC

SELL
 -
-118
- 2.23%
$8.21K - $10.3K
5.19K $557K
Nov 09, 2022 Q2 2022
Titus Wealth Management

Larskpur, CA
SELL
 -
-70
- 1.41%
$4.87K - $6.13K
4.9K $526K
Aug 11, 2022 Q2 2022
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
0
Closed
$0 - $0
0 $0
Q1 2022
Apr 15, 2022 Q1 2022
Fulcrum Equity Management

SELL
 -
-30.7K
Closed
$2.44M - $2.87M
0 $0
Apr 28, 2022 Q1 2022
Seaview Investment Managers LLC

SELL
 -
-25K
Closed
$1.99M - $2.34M
0 $0
May 09, 2022 Q1 2022
Seascape Capital Management

Portsmouth, NH
SELL
 -
-23.3K
Closed
$1.85M - $2.17M
0 $0
Apr 18, 2022 Q1 2022
Clarity Financial LLC

SELL
 -
-22.3K
Closed
$1.77M - $2.08M
0 $0
Apr 27, 2022 Q1 2022
Chevy Chase Trust Holdings, Inc.

Bethesda, MD
SELL
 -
-13.8K
Closed
$1.1M - $1.29M
0 $0
May 03, 2022 Q1 2022
F Dx Advisors, Inc.

SELL
 -
-4.63K
Closed
$367K - $432K
0 $0
Apr 15, 2022 Q1 2022
Colonial River Wealth Management, LLC

Midlothian, VA
SELL
 -
-4.52K
Closed
$359K - $422K
0 $0
May 13, 2022 Q1 2022
Premier Asset Management LLC

Chicago, IL
SELL
 -
-4.11K
Closed
$326K - $383K
0 $0
May 05, 2022 Q1 2022
Stockman Wealth Management, Inc.

SELL
 -
-2.52K
Closed
$200K - $235K
0 $0
May 16, 2022 Q1 2022
Price T Rowe Associates Inc

Baltimore, MD
SELL
 -
-2.23K
Closed
$177K - $208K
0 $0
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-2.2K
Closed
$175K - $205K
0 $0
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-2.2K
Closed
$175K - $205K
0 $0
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-568
Closed
$45.1K - $53K
0 $0
Apr 26, 2022 Q1 2022
Marquette Asset Management, LLC

SELL
 -
-550
Closed
$43.7K - $51.3K
0 $0

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