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 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 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-122- 7.05% |
$14.1K - $15.4K
|
1.61K
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-120- 2.95% |
$13.9K - $15.1K
|
3.95K
$501K
|
|
|
Oct 28, 2025
Q3 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-110- 3.11% |
$12.8K - $13.9K
|
3.43K
$434K
|
|
|
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 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-99- 1.57% |
$11.5K - $12.5K
|
6.21K
$787K
|
|
|
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 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-76- 0.98% |
$8.81K - $9.57K
|
7.7K
$976K
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-73- 3.13% |
$8.47K - $9.19K
|
2.26K
$287K
|
|
|
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
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
SELL
|
- |
-58- 3.08% |
$6.73K - $7.31K
|
1.82K
$231K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-54- 1.61% |
$6.26K - $6.8K
|
3.31K
$419K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-52- 0.86% |
$6.03K - $6.55K
|
5.96K
$756K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-52- 1.34% |
$6.03K - $6.55K
|
3.84K
$487K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-48- 1.26% |
$5.57K - $6.05K
|
3.77K
$477K
|
|
|
Oct 14, 2025
Q3 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-46- 1.4% |
$5.33K - $5.79K
|
3.25K
$412K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-45- 10.66% |
$5.22K - $5.67K
|
377
$47.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-44- 0.98% |
$5.1K - $5.54K
|
4.43K
$562K
|
|
|
Nov 12, 2025
Q3 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-41- 2.17% |
$4.75K - $5.16K
|
1.85K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-41- 0.76% |
$4.75K - $5.16K
|
5.35K
$678K
|
|
|
Nov 05, 2025
Q3 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
SELL
|
- |
-41- 2.0% |
$4.75K - $5.16K
|
2.01K
$255K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-40- 0.74% |
$4.64K - $5.04K
|
5.38K
$683K
|
|
|
Nov 05, 2025
Q3 2025
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-38- 1.05% |
$4.41K - $4.79K
|
3.57K
$453K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-38- 0.44% |
$4.41K - $4.79K
|
8.56K
$1.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-35- 0.16% |
$4.06K - $4.41K
|
21.9K
$2.77M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-33- 7.91% |
$3.83K - $4.16K
|
384
$48.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-32- 1.65% |
$3.71K - $4.03K
|
1.91K
$242K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-31- 0.2% |
$3.59K - $3.9K
|
15.1K
$1.92M
|
|