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 |
---|---|---|---|---|---|---|---|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.04KClosed |
$73.4K - $79.4K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-550Closed |
$38.8K - $42K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-374Closed |
$26.4K - $28.6K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-118Closed |
$8.33K - $9.01K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-38Closed |
$2.68K - $2.9K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-2Closed |
$141 - $153
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.87KClosed |
$365K - $420K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-3.69KClosed |
$230K - $264K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Transform Wealth, LLC
|
SELL
|
- |
-2.07KClosed |
$129K - $148K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.85KClosed |
$115K - $132K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.71KClosed |
$106K - $122K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-825Closed |
$51.3K - $59K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-480Closed |
$29.9K - $34.3K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-260Closed |
$16.2K - $18.6K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-64Closed |
$3.98K - $4.58K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 13, 2020
Q3 2020
|
Northside Capital Management, LLC
|
SELL
|
- |
-6.6KClosed |
$392K - $451K
|
0
$0
|
|
Oct 26, 2020
Q3 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.03KClosed |
$299K - $344K
|
0
$0
|
|
Oct 15, 2020
Q3 2020
|
Tri Star Advisors Inc.
|
SELL
|
- |
-4.55KClosed |
$270K - $311K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.07KClosed |
$242K - $278K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-780Closed |
$46.3K - $53.3K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-180Closed |
$10.7K - $12.3K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-157Closed |
$9.32K - $10.7K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-130Closed |
$7.72K - $8.88K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-15KClosed |
$700K - $919K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-3.24KClosed |
$151K - $199K
|
0
$0
|
|
Aug 03, 2020
Q2 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-467Closed |
$21.8K - $28.6K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-458Closed |
$21.4K - $28K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Community Bank, N.A.
|
SELL
|
- |
-97Closed |
$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
|
- |
-14.2KClosed |
$600K - $911K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5.81KClosed |
$245K - $372K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.7KClosed |
$198K - $301K
|
0
$0
|
|
May 18, 2020
Q1 2020
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-3.89KClosed |
$164K - $249K
|
0
$0
|
|
Apr 14, 2020
Q1 2020
|
John G Ullman & Associates Inc
|
SELL
|
- |
-3.7KClosed |
$156K - $237K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.73KClosed |
$115K - $175K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.53KClosed |
$107K - $162K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
E Rn Financial, LLC
|
SELL
|
- |
-2.01KClosed |
$84.6K - $128K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.02KClosed |
$42.9K - $65.1K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-555Closed |
$23.4K - $35.5K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-458Closed |
$19.3K - $29.3K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-45Closed |
$1.9K - $2.88K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Rice Partnership, LLC
|
SELL
|
- |
-35Closed |
$1.48K - $2.24K
|
0
$0
|
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-22Closed |
$928 - $1.41K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 11, 2020
Q4 2019
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.67KClosed |
$197K - $222K
|
0
$0
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-716Closed |
$38.5K - $43.2K
|
0
$0
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-75Closed |
$4.03K - $4.53K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 13, 2019
Q3 2019
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-42.9KClosed |
$2.37M - $2.41M
|
0
$0
|
|
Oct 24, 2019
Q3 2019
|
Avondale Wealth Management
|
SELL
|
- |
-33Closed |
$1.82K - $1.85K
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Loomis Sayles & CO L P
|
SELL
|
- |
-13Closed |
$717 - $730
|
0
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-82.7KClosed |
N/A
|
0
$0
|