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 |
---|---|---|---|---|---|---|---|
Oct 26, 2023
Q3 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-16- 0.22% |
$1.29K - $1.4K
|
7.3K
$870K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-20K- 50.0% |
$1.52M - $1.68M
|
20K
$2.38M
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.84K- 6.05% |
$141K - $155K
|
28.6K
$3.41M
|
|
Aug 08, 2023
Q2 2023
|
Affinia Financial Group, LLC
Burlington, MA |
SELL
|
- |
-437- 2.32% |
$33.3K - $36.8K
|
18.4K
$2.19M
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
SELL
|
- |
-113- 3.12% |
$8.62K - $9.52K
|
3.51K
$418K
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-100- 2.15% |
$7.62K - $8.42K
|
4.55K
$542K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-50- 1.22% |
$3.81K - $4.21K
|
4.06K
$484K
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-21- 0.3% |
$1.6K - $1.77K
|
7.05K
$840K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-2.49K- 10.09% |
$177K - $197K
|
22.2K
$2.65M
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.16K- 39.83% |
$82.5K - $92K
|
1.75K
$209K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.12K- 88.42% |
$79.2K - $88.3K
|
146
$17.4K
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-809- 21.41% |
$57.5K - $64.1K
|
2.97K
$354K
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-750- 5.89% |
$53.3K - $59.4K
|
12K
$1.43M
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-581- 14.24% |
$41.3K - $46K
|
3.5K
$417K
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-202- 4.69% |
$14.4K - $16K
|
4.11K
$489K
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-146- 0.87% |
$10.4K - $11.6K
|
16.6K
$1.98M
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-108- 0.83% |
$7.68K - $8.55K
|
12.9K
$1.54M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-84- 7.57% |
$5.97K - $6.65K
|
1.03K
$122K
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-52- 53.61% |
$3.7K - $4.12K
|
45
$5.36K
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-38- 18.63% |
$2.7K - $3.01K
|
166
$19.8K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.03KClosed |
$201K - $233K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-745- 1.63% |
$49.4K - $57.3K
|
45.1K
$5.37M
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-275- 5.94% |
$18.2K - $21.2K
|
4.35K
$519K
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-92- 2.43% |
$6.11K - $7.08K
|
3.7K
$441K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-14.9K- 8.32% |
$996K - $1.22M
|
164K
$19.5M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-7.46KClosed |
$499K - $609K
|
0
$0
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-5.18KClosed |
$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
$1.32M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.19K- 4.98% |
$79.6K - $97K
|
22.7K
$2.7M
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-313- 69.56% |
$21K - $25.6K
|
137
$16.3K
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-127- 1.12% |
$8.51K - $10.4K
|
11.2K
$1.34M
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-46- 1.48% |
$3.08K - $3.76K
|
3.07K
$366K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-24.1KClosed |
$1.68M - $2.11M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-15.2KClosed |
$1.06M - $1.34M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-14.8KClosed |
$1.03M - $1.3M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-11.2KClosed |
$779K - $981K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-8.97KClosed |
$624K - $786K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-8.91K- 75.59% |
$620K - $781K
|
2.88K
$343K
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.77KClosed |
$541K - $681K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-6.3KClosed |
$439K - $552K
|
0
$0
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.85KClosed |
$268K - $338K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-3.52KClosed |
$245K - $308K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.04KClosed |
$212K - $266K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-3.02KClosed |
$210K - $265K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-2.96KClosed |
$206K - $259K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.33KClosed |
$162K - $204K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.77K- 39.02% |
$123K - $155K
|
2.76K
$329K
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1.47KClosed |
$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
$15.2M
|
|
Aug 15, 2022
Q2 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-598- 11.08% |
$41.6K - $52.4K
|
4.8K
$572K
|