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
Apr 15, 2021 Q1 2021
Burt Wealth Advisors

SELL
 -
-1.5K
Closed
$106K - $115K
0 $0
May 25, 2021 Q1 2021
Encompass Wealth Advisors, LLC

SELL
 -
-1.04K
Closed
$73.4K - $79.4K
0 $0
May 19, 2021 Q1 2021
Tru Independence Asset Management 2, LLC

SELL
 -
-1.04K
Closed
$73.4K - $79.4K
0 $0
May 10, 2021 Q1 2021
Oder Investment Management, LLC

Woodland Hills, CA
SELL
 -
-550
Closed
$38.8K - $42K
0 $0
Apr 23, 2021 Q1 2021
Hhm Wealth Advisors, LLC

Chattanooga, TN
SELL
 -
-374
Closed
$26.4K - $28.6K
0 $0
Apr 30, 2021 Q1 2021
Inspire Advisors, LLC

Meridian, ID
SELL
 -
-118
Closed
$8.33K - $9.01K
0 $0
May 10, 2021 Q1 2021
Fure Financial Corp

Bloomington, MN
SELL
 -
-38
Closed
$2.68K - $2.9K
0 $0
May 12, 2021 Q1 2021
True Private Wealth Advisors

SELL
 -
-2
Closed
$141 - $153
0 $0
Q4 2020
Feb 16, 2021 Q4 2020
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-5.87K
Closed
$365K - $420K
0 $0
Jan 19, 2021 Q4 2020
Aevitas Wealth Management, Inc.

SELL
 -
-3.69K
Closed
$230K - $264K
0 $0
Feb 12, 2021 Q4 2020
Personal Capital Advisors Corp

SELL
 -
-1.85K
Closed
$115K - $132K
0 $0
Jan 28, 2021 Q4 2020
Lion Street Advisors, LLC

SELL
 -
-1.71K
Closed
$106K - $122K
0 $0
Jan 29, 2021 Q4 2020
Summit X, LLC

Chesterfield, MO
SELL
 -
-825
Closed
$51.3K - $59K
0 $0
Feb 12, 2021 Q4 2020
F3 Logic, LLC

SELL
 -
-480
Closed
$29.9K - $34.3K
0 $0
Feb 16, 2021 Q4 2020
Advisory Alpha, LLC

SELL
 -
-260
Closed
$16.2K - $18.6K
0 $0
Mar 05, 2021 Q4 2020
Jackson Square Capital, LLC

SELL
 -
-64
Closed
$3.98K - $4.58K
0 $0
Q3 2020
Oct 13, 2020 Q3 2020
Northside Capital Management, LLC

SELL
 -
-6.6K
Closed
$392K - $451K
0 $0
Oct 26, 2020 Q3 2020
Merriman Wealth Management, LLC

SELL
 -
-5.03K
Closed
$299K - $344K
0 $0
Oct 15, 2020 Q3 2020
Tri Star Advisors Inc.

SELL
 -
-4.55K
Closed
$270K - $311K
0 $0
Nov 09, 2020 Q3 2020
Marcum Wealth, LLC

SELL
 -
-4.07K
Closed
$242K - $278K
0 $0
Nov 09, 2020 Q3 2020
Financial Architects, Inc

Marlton, NJ
SELL
 -
-780
Closed
$46.3K - $53.3K
0 $0
Nov 10, 2020 Q3 2020
Cfm Wealth Partners LLC

SELL
 -
-180
Closed
$10.7K - $12.3K
0 $0
Nov 13, 2020 Q3 2020
Kore Private Wealth LLC

New York, NY
SELL
 -
-157
Closed
$9.32K - $10.7K
0 $0
Oct 28, 2020 Q3 2020
Valeo Financial Advisors, LLC

SELL
 -
-130
Closed
$7.72K - $8.88K
0 $0
Q2 2020
Aug 13, 2020 Q2 2020
Mandatum Life Insurance CO LTD

SELL
 -
-15K
Closed
$700K - $919K
0 $0
Aug 13, 2020 Q2 2020
New England Professional Planning Group Inc.

SELL
 -
-3.24K
Closed
$151K - $199K
0 $0
Aug 03, 2020 Q2 2020
Time Scale Financial, Inc.

SELL
 -
-467
Closed
$21.8K - $28.6K
0 $0
Aug 14, 2020 Q2 2020
Financial Enhancement Group LLC

Anderson, IN
SELL
 -
-458
Closed
$21.4K - $28K
0 $0
Jul 30, 2020 Q2 2020
Community Bank, N.A.

SELL
 -
-97
Closed
$4.53K - $5.94K
0 $0
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
SELL
 -
-26
- 3.85%
$1.21K - $1.59K
649 $77.3K
Q1 2020
May 15, 2020 Q1 2020
Sawtooth Solutions, LLC

SELL
 -
-14.2K
Closed
$600K - $911K
0 $0
May 07, 2020 Q1 2020
Anfield Capital Management, LLC

Newport Beach, CA
SELL
 -
-5.81K
Closed
$245K - $372K
0 $0
Apr 29, 2020 Q1 2020
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-4.7K
Closed
$198K - $301K
0 $0
May 18, 2020 Q1 2020
Adalta Capital Management LLC

New York, NY
SELL
 -
-3.89K
Closed
$164K - $249K
0 $0
Apr 14, 2020 Q1 2020
John G Ullman & Associates Inc

SELL
 -
-3.7K
Closed
$156K - $237K
0 $0
May 14, 2020 Q1 2020
Bsw Wealth Partners

Boulder, CO
SELL
 -
-2.73K
Closed
$115K - $175K
0 $0
May 08, 2020 Q1 2020
Fiera Capital Corp

Montreal, A8
SELL
 -
-2.53K
Closed
$107K - $162K
0 $0
May 11, 2020 Q1 2020
E Rn Financial, LLC

SELL
 -
-2.01K
Closed
$84.6K - $128K
0 $0
May 14, 2020 Q1 2020
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-1.02K
Closed
$42.9K - $65.1K
0 $0
May 14, 2020 Q1 2020
Stuart Chaussee & Associates, Inc.

SELL
 -
-555
Closed
$23.4K - $35.5K
0 $0
May 04, 2020 Q1 2020
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-458
Closed
$19.3K - $29.3K
0 $0
May 07, 2020 Q1 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-45
Closed
$1.9K - $2.88K
0 $0
May 11, 2020 Q1 2020
Rice Partnership, LLC

SELL
 -
-35
Closed
$1.48K - $2.24K
0 $0
Jun 03, 2020 Q1 2020
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-22
Closed
$928 - $1.41K
0 $0
Q4 2019
Feb 11, 2020 Q4 2019
Edge Capital Group, LLC

SELL
 -
-3.67K
Closed
$197K - $222K
0 $0
Jan 08, 2020 Q4 2019
Vista Private Wealth Partners. LLC

SELL
 -
-716
Closed
$38.5K - $43.2K
0 $0
Jan 29, 2020 Q4 2019
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-75
Closed
$4.03K - $4.53K
0 $0
Q3 2019
Nov 13, 2019 Q3 2019
American Century Companies Inc

Kansas City, MO
SELL
 -
-42.9K
Closed
$2.37M - $2.41M
0 $0
Oct 24, 2019 Q3 2019
Avondale Wealth Management

SELL
 -
-33
Closed
$1.82K - $1.85K
0 $0

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