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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-8.67K- 40.3% |
$1.07M - $1.13M
|
12.8K
$1.63M
|
|
|
Jan 13, 2026
Q4 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.89K- 42.67% |
$233K - $247K
|
2.54K
$322K
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-1.3K- 23.57% |
$160K - $170K
|
4.21K
$534K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.26K- 2.59% |
$155K - $164K
|
47.4K
$6M
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-1.18K- 1.97% |
$145K - $154K
|
58.5K
$7.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-996- 4.96% |
$123K - $130K
|
19.1K
$2.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Verity Wealth Advisors
|
SELL
|
- |
-944- 12.93% |
$117K - $123K
|
6.36K
$806K
|
|
|
Jan 14, 2026
Q4 2025
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
SELL
|
- |
-819- 4.11% |
$101K - $107K
|
19.1K
$2.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-816- 3.58% |
$101K - $107K
|
22K
$2.79M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-810- 13.04% |
$100K - $106K
|
5.4K
$685K
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-755- 7.69% |
$93.3K - $98.7K
|
9.06K
$1.15M
|
|
|
Jan 16, 2026
Q4 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-605- 2.39% |
$74.8K - $79.1K
|
24.7K
$3.14M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-364- 3.19% |
$45K - $47.6K
|
11K
$1.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-350- 5.98% |
$43.3K - $45.8K
|
5.5K
$697K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-323- 14.79% |
$39.9K - $42.2K
|
1.86K
$236K
|
|
|
Jan 14, 2026
Q4 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-270- 0.74% |
$33.4K - $35.3K
|
36.2K
$4.59M
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-238- 1.59% |
$29.4K - $31.1K
|
14.7K
$1.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-226- 1.55% |
$27.9K - $29.5K
|
14.4K
$1.82M
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
SELL
|
- |
-217- 3.22% |
$26.8K - $28.4K
|
6.52K
$827K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-191- 0.97% |
$23.6K - $25K
|
19.6K
$2.48M
|
|
|
Jan 14, 2026
Q4 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-151- 3.26% |
$18.7K - $19.7K
|
4.48K
$567K
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-145- 3.94% |
$17.9K - $19K
|
3.53K
$448K
|
|
|
Jan 15, 2026
Q4 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-110- 3.21% |
$13.6K - $14.4K
|
3.32K
$420K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-108- 3.32% |
$13.4K - $14.1K
|
3.15K
$399K
|
|
|
Jan 14, 2026
Q4 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-85- 1.06% |
$10.5K - $11.1K
|
7.93K
$1.01M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-81- 4.0% |
$10K - $10.6K
|
1.95K
$247K
|
|
|
Jan 08, 2026
Q4 2025
|
Adirondack Trust CO
|
SELL
|
- |
-65- 8.14% |
$8.04K - $8.5K
|
734
$93.1K
|
|
|
Jan 07, 2026
Q4 2025
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-61- 3.64% |
$7.54K - $7.98K
|
1.61K
$205K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-52- 1.97% |
$6.43K - $6.8K
|
2.59K
$328K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-52- 0.68% |
$6.43K - $6.8K
|
7.64K
$969K
|
|
|
Jan 13, 2026
Q4 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-44- 2.19% |
$5.44K - $5.75K
|
1.96K
$249K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-41- 0.63% |
$5.07K - $5.36K
|
6.48K
$821K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-35- 0.41% |
$4.33K - $4.58K
|
8.55K
$1.08M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-22- 0.65% |
$2.72K - $2.88K
|
3.39K
$430K
|
|
|
Jan 08, 2026
Q4 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-19- 0.76% |
$2.35K - $2.48K
|
2.47K
$313K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.75% |
$1.48K - $1.57K
|
1.6K
$202K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-11- 0.56% |
$1.36K - $1.44K
|
1.95K
$247K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-3- 0.14% |
$371 - $392
|
2.17K
$275K
|
|
| Q3 2025 | |||||||
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-151K- 55.01% |
$17.5M - $19M
|
124K
$15.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-84.8K- 99.6% |
$9.84M - $10.7M
|
337
$42.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-67K- 4.65% |
$7.77M - $8.44M
|
1.37M
$174M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-59K- 2.98% |
$6.85M - $7.44M
|
1.93M
$244M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-43K- 4.61% |
$4.99M - $5.42M
|
889K
$113M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-38.3K- 38.79% |
$4.45M - $4.83M
|
60.5K
$7.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-26.2K- 11.46% |
$3.04M - $3.3M
|
202K
$25.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-25.4K- 6.45% |
$2.94M - $3.2M
|
368K
$46.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.7K- 0.65% |
$2.87M - $3.11M
|
3.81M
$483M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-24.7K- 20.63% |
$2.86M - $3.11M
|
94.9K
$12M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-24.4K- 27.19% |
$2.83M - $3.07M
|
65.3K
$8.28M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-22.3K- 6.51% |
$2.59M - $2.81M
|
321K
$40.7M
|
|