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
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
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 $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
 -
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
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
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
 -
-25.3K
Closed
$2.11M - $2.37M
0 $0
Feb 14, 2022 Q4 2021
Barometer Capital Management Inc.

Toronto, A6
SELL
 -
-10.1K
Closed
$842K - $944K
0 $0
Feb 11, 2022 Q4 2021
Cooper Financial Group

SELL
 -
-6.6K
Closed
$550K - $617K
0 $0
Jan 31, 2022 Q4 2021
Regions Financial Corp

SELL
 -
-3.77K
Closed
$314K - $352K
0 $0
Jan 31, 2022 Q4 2021
Ledyard National Bank

SELL
 -
-3.06K
Closed
$256K - $286K
0 $0
Feb 15, 2022 Q4 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-1.89K
Closed
$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
 -
-600
Closed
$50K - $56.1K
0 $0
Feb 07, 2022 Q4 2021
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-92
Closed
$7.67K - $8.6K
0 $0
Jan 28, 2022 Q4 2021
Ironwood Financial, LLC

SELL
 -
-36
Closed
$3K - $3.37K
0 $0
Q3 2021
Nov 09, 2021 Q3 2021
Inscription Capital, LLC

Houston, TX
SELL
 -
-8.43K
Closed
$692K - $740K
0 $0
Nov 12, 2021 Q3 2021
Tru Independence LLC

SELL
 -
-1.9K
Closed
$156K - $167K
0 $0
Oct 15, 2021 Q3 2021
Paradigm, Strategies In Wealth Management, LLC

SELL
 -
-708
Closed
$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
 -
-13.7K
Closed
$1.06M - $1.13M
0 $0
Aug 05, 2021 Q2 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-5.74K
Closed
$444K - $476K
0 $0
Aug 04, 2021 Q2 2021
Nwam LLC

Mercer Island, WA
SELL
 -
-3.85K
Closed
$298K - $319K
0 $0
Aug 16, 2021 Q2 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-3.74K
Closed
$289K - $310K
0 $0
Aug 13, 2021 Q2 2021
Castle Rock Wealth Management, LLC

SELL
 -
-2.84K
Closed
$220K - $235K
0 $0
Aug 13, 2021 Q2 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-200
Closed
$15.5K - $16.6K
0 $0
Aug 16, 2021 Q2 2021
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-134
Closed
$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
 -
-6
Closed
$464 - $497
0 $0
Q1 2021
May 14, 2021 Q1 2021
Asset Allocation & Management Company, LLC

SELL
 -
-37.8K
Closed
$2.67M - $2.88M
0 $0
Apr 22, 2021 Q1 2021
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-10.5K
Closed
$742K - $803K
0 $0
May 17, 2021 Q1 2021
True Link Financial Advisors, LLC

SELL
 -
-5.9K
Closed
$417K - $451K
0 $0
May 18, 2021 Q1 2021
Firethorn Wealth Partners, LLC

SELL
 -
-3.48K
Closed
$245K - $265K
0 $0

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