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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-520Closed |
$36.2K - $45.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-340Closed |
$23.7K - $29.8K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-202Closed |
$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
$384K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-70- 1.41% |
$4.87K - $6.13K
|
4.9K
$584K
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-30.7KClosed |
$2.44M - $2.87M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-25KClosed |
$1.99M - $2.34M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-23.3KClosed |
$1.85M - $2.17M
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Clarity Financial LLC
|
SELL
|
- |
-22.3KClosed |
$1.77M - $2.08M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-13.8KClosed |
$1.1M - $1.29M
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.63KClosed |
$367K - $432K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.52KClosed |
$359K - $422K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-4.11KClosed |
$326K - $383K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2.52KClosed |
$200K - $235K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-2.23KClosed |
$177K - $208K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-2.2KClosed |
$175K - $205K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.2KClosed |
$175K - $205K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-568Closed |
$45.1K - $53K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-550Closed |
$43.7K - $51.3K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-113- 76.87% |
$8.98K - $10.5K
|
34
$4.05K
|
|
| Q4 2021 | |||||||
|
Jan 28, 2022
Q4 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-25.3KClosed |
$2.11M - $2.37M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-10.1KClosed |
$842K - $944K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-6.6KClosed |
$550K - $617K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-3.77KClosed |
$314K - $352K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
SELL
|
- |
-3.06KClosed |
$256K - $286K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.89KClosed |
$158K - $177K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-758- 42.3% |
$63.2K - $70.9K
|
1.03K
$123K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-600Closed |
$50K - $56.1K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-92Closed |
$7.67K - $8.6K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-36Closed |
$3K - $3.37K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-8.43KClosed |
$692K - $740K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.9KClosed |
$156K - $167K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-708Closed |
$58.2K - $62.2K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-30- 4.79% |
$2.47K - $2.63K
|
596
$71K
|
|
| Q2 2021 | |||||||
|
Jul 27, 2021
Q2 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-13.7KClosed |
$1.06M - $1.13M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.74KClosed |
$444K - $476K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.85KClosed |
$298K - $319K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3.74KClosed |
$289K - $310K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.84KClosed |
$220K - $235K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-200Closed |
$15.5K - $16.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-134Closed |
$10.4K - $11.1K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-62- 3.22% |
$4.79K - $5.14K
|
1.87K
$222K
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-6Closed |
$464 - $497
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-37.8KClosed |
$2.67M - $2.88M
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.5KClosed |
$742K - $803K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-5.9KClosed |
$417K - $451K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.48KClosed |
$245K - $265K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-1.5KClosed |
$106K - $115K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.04KClosed |
$73.4K - $79.4K
|
0
$0
|
|