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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-721- 14.65% |
$77.4K - $83.4K
|
4.2K
$428K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-699- 17.16% |
$75.1K - $80.9K
|
3.37K
$344K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-626- 23.61% |
$67.2K - $72.4K
|
2.03K
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-625- 16.08% |
$67.1K - $72.3K
|
3.26K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-599- 4.8% |
$64.3K - $69.3K
|
11.9K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-585- 9.04% |
$62.8K - $67.7K
|
5.88K
$600K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-561- 16.98% |
$60.3K - $64.9K
|
2.74K
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-561- 2.08% |
$60.3K - $64.9K
|
26.3K
$2.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-560- 22.45% |
$60.1K - $64.8K
|
1.93K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-557- 10.4% |
$59.8K - $64.5K
|
4.8K
$490K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-543- 7.33% |
$58.3K - $62.8K
|
6.86K
$700K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-533- 4.29% |
$57.2K - $61.7K
|
11.9K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-523- 2.96% |
$56.2K - $60.5K
|
17.1K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-512- 1.26% |
$55K - $59.2K
|
40.2K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-486- 4.71% |
$52.2K - $56.2K
|
9.82K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-443- 16.6% |
$47.6K - $51.3K
|
2.23K
$227K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-436- 13.36% |
$46.8K - $50.4K
|
2.83K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-424- 2.48% |
$45.5K - $49.1K
|
16.7K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-389- 1.31% |
$41.8K - $45K
|
29.3K
$2.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-389- 5.99% |
$41.8K - $45K
|
6.11K
$623K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-385- 1.49% |
$41.4K - $44.5K
|
25.5K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-379- 6.15% |
$40.7K - $43.9K
|
5.79K
$590K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-371- 0.29% |
$39.8K - $42.9K
|
129K
$13.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-362- 3.94% |
$38.9K - $41.9K
|
8.83K
$900K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-357- 1.51% |
$38.3K - $41.3K
|
23.4K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-329- 1.54% |
$35.3K - $38.1K
|
21K
$2.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-318- 5.35% |
$34.2K - $36.8K
|
5.63K
$574K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-318- 3.64% |
$34.2K - $36.8K
|
8.43K
$860K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-316- 23.41% |
$33.9K - $36.6K
|
1.03K
$105K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-311- 4.41% |
$33.4K - $36K
|
6.73K
$687K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-306- 0.76% |
$32.9K - $35.4K
|
40K
$4.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-300- 0.99% |
$32.2K - $34.7K
|
30.1K
$3.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-288- 8.49% |
$30.9K - $33.3K
|
3.11K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-272- 6.32% |
$29.2K - $31.5K
|
4.03K
$412K
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-263- 6.99% |
$28.2K - $30.4K
|
3.5K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-259- 6.43% |
$27.8K - $30K
|
3.77K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-250- 13.85% |
$26.9K - $28.9K
|
1.56K
$159K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-248- 8.06% |
$26.6K - $28.7K
|
2.83K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-223- 4.42% |
$24K - $25.8K
|
4.82K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-222- 0.37% |
$23.8K - $25.7K
|
60K
$6.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-220- 1.35% |
$23.6K - $25.5K
|
16.1K
$1.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-216- 5.28% |
$23.2K - $25K
|
3.88K
$395K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-213- 5.01% |
$22.9K - $24.6K
|
4.04K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-204- 1.66% |
$21.9K - $23.6K
|
12.1K
$1.23M
|
|
|
Mar 05, 2025
Q4 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-194- 0.81% |
$20.8K - $22.4K
|
23.9K
$2.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-192- 8.94% |
$20.6K - $22.2K
|
1.96K
$200K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-183- 6.9% |
$19.7K - $21.2K
|
2.47K
$252K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-182- 2.3% |
$19.5K - $21.1K
|
7.72K
$788K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-179- 1.19% |
$19.2K - $20.7K
|
14.9K
$1.52M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-179- 1.18% |
$19.2K - $20.7K
|
14.9K
$1.52M
|