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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
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
|
|
|
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 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 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-132- 1.1% |
$15.3K - $16.6K
|
11.9K
$1.51M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-125- 2.95% |
$14.5K - $15.7K
|
4.11K
$521K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-123- 2.68% |
$14.3K - $15.5K
|
4.46K
$566K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-120- 2.95% |
$13.9K - $15.1K
|
3.95K
$501K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-107- 0.47% |
$12.4K - $13.5K
|
22.6K
$2.86M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-103- 4.23% |
$11.9K - $13K
|
2.33K
$295K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100- 6.07% |
$11.6K - $12.6K
|
1.55K
$196K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-98- 0.6% |
$11.4K - $12.3K
|
16.4K
$2.07M
|
|
|
Nov 03, 2025
Q3 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-95- 4.35% |
$11K - $12K
|
2.09K
$265K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-91- 5.04% |
$10.6K - $11.5K
|
1.71K
$217K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-90- 1.02% |
$10.4K - $11.3K
|
8.74K
$1.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-86- 4.05% |
$9.97K - $10.8K
|
2.04K
$258K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-82- 3.6% |
$9.51K - $10.3K
|
2.19K
$278K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-80- 0.13% |
$9.28K - $10.1K
|
59.7K
$7.56M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-79- 0.72% |
$9.16K - $9.95K
|
11K
$1.39M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-78- 1.6% |
$9.04K - $9.82K
|
4.8K
$608K
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
SELL
|
- |
-74- 0.32% |
$8.58K - $9.32K
|
23.3K
$2.95M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-73- 0.36% |
$8.47K - $9.19K
|
20.4K
$2.58M
|
|
|
Oct 06, 2025
Q3 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-73- 1.65% |
$8.47K - $9.19K
|
4.35K
$552K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-70- 0.81% |
$8.12K - $8.82K
|
8.57K
$1.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-70- 2.29% |
$8.12K - $8.82K
|
2.98K
$378K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-69- 2.35% |
$8K - $8.69K
|
2.86K
$363K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-67- 0.68% |
$7.77K - $8.44K
|
9.79K
$1.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-66- 38.6% |
$7.65K - $8.31K
|
105
$13.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-65- 1.76% |
$7.54K - $8.19K
|
3.63K
$460K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-65- 1.97% |
$7.54K - $8.19K
|
3.23K
$410K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-64- 0.93% |
$7.42K - $8.06K
|
6.79K
$861K
|
|