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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-472- 12.99% |
$54.7K - $59.4K
|
3.16K
$401K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-462- 18.0% |
$53.6K - $58.2K
|
2.11K
$267K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-450- 1.65% |
$52.2K - $56.7K
|
26.9K
$3.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-437- 2.44% |
$50.7K - $55K
|
17.5K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-428- 1.21% |
$49.6K - $53.9K
|
35K
$4.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-425- 2.19% |
$49.3K - $53.5K
|
19K
$2.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-421- 5.17% |
$48.8K - $53K
|
7.72K
$979K
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-419- 1.62% |
$48.6K - $52.8K
|
25.4K
$3.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-412- 9.86% |
$47.8K - $51.9K
|
3.77K
$478K
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-403- 2.02% |
$46.7K - $50.8K
|
19.6K
$2.48M
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-399- 8.03% |
$46.3K - $50.3K
|
4.57K
$580K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-383- 0.93% |
$44.4K - $48.2K
|
40.7K
$5.16M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-368- 72.16% |
$42.7K - $46.3K
|
142
$18K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-365- 3.26% |
$42.3K - $46K
|
10.8K
$1.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-364- 3.56% |
$42.2K - $45.8K
|
9.85K
$1.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-360- 1.4% |
$41.7K - $45.3K
|
25.3K
$3.21M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-356- 0.83% |
$41.3K - $44.8K
|
42.6K
$5.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-338- 3.33% |
$39.2K - $42.6K
|
9.81K
$1.24M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
SELL
|
- |
-331- 5.54% |
$38.4K - $41.7K
|
5.65K
$716K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-328- 7.94% |
$38K - $41.3K
|
3.8K
$482K
|
|
|
Nov 17, 2025
Q3 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-306- 6.82% |
$35.5K - $38.5K
|
4.18K
$530K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-296- 20.46% |
$34.3K - $37.3K
|
1.15K
$146K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-285- 4.76% |
$33K - $35.9K
|
5.7K
$723K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-284- 0.98% |
$32.9K - $35.8K
|
28.7K
$3.64M
|
|
|
Nov 03, 2025
Q3 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-277- 14.46% |
$32.1K - $34.9K
|
1.64K
$208K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-276- 3.25% |
$32K - $34.8K
|
8.22K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-253- 5.58% |
$29.3K - $31.9K
|
4.28K
$542K
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-240- 3.34% |
$27.8K - $30.2K
|
6.94K
$880K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-234- 3.63% |
$27.1K - $29.5K
|
6.21K
$787K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-234- 7.69% |
$27.1K - $29.5K
|
2.81K
$356K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-224- 0.52% |
$26K - $28.2K
|
42.6K
$5.4M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-219- 6.03% |
$25.4K - $27.6K
|
3.41K
$432K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-210- 3.67% |
$24.4K - $26.4K
|
5.51K
$698K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-192- 0.74% |
$22.3K - $24.2K
|
25.8K
$3.27M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-191- 0.67% |
$22.1K - $24.1K
|
28.4K
$3.61M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-188- 2.13% |
$21.8K - $23.7K
|
8.66K
$1.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-185- 0.93% |
$21.5K - $23.3K
|
19.8K
$2.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-185- 3.85% |
$21.5K - $23.3K
|
4.63K
$587K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-184- 9.54% |
$21.3K - $23.2K
|
1.74K
$221K
|
|
|
Nov 13, 2025
Q3 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-176- 2.81% |
$20.4K - $22.2K
|
6.08K
$771K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-174- 2.94% |
$20.2K - $21.9K
|
5.74K
$728K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-166- 6.86% |
$19.2K - $20.9K
|
2.25K
$286K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-164- 3.8% |
$19K - $20.7K
|
4.15K
$526K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-160- 1.48% |
$18.6K - $20.2K
|
10.7K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-160- 2.66% |
$18.6K - $20.2K
|
5.85K
$742K
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-155- 2.11% |
$18K - $19.5K
|
7.2K
$913K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-144- 1.84% |
$16.7K - $18.1K
|
7.68K
$973K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-141- 0.64% |
$16.4K - $17.8K
|
21.9K
$2.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-138- 3.13% |
$16K - $17.4K
|
4.27K
$541K
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-133- 2.61% |
$15.4K - $16.8K
|
4.97K
$630K
|
|