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 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-27- 1.42% |
$3.13K - $3.4K
|
1.87K
$238K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-25- 1.42% |
$2.9K - $3.15K
|
1.73K
$220K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-24- 1.09% |
$2.78K - $3.02K
|
2.17K
$276K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-23- 0.62% |
$2.67K - $2.9K
|
3.69K
$467K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-21- 4.09% |
$2.44K - $2.64K
|
493
$62.5K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-20- 12.05% |
$2.32K - $2.52K
|
146
$18.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-19- 0.12% |
$2.2K - $2.39K
|
15.7K
$2M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-17- 1.27% |
$1.97K - $2.14K
|
1.33K
$168K
|
|
|
Oct 10, 2025
Q3 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-15- 0.07% |
$1.74K - $1.89K
|
20.1K
$2.55M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-12- 1.21% |
$1.39K - $1.51K
|
977
$124K
|
|
|
Nov 12, 2025
Q3 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.35% |
$1.16K - $1.26K
|
2.87K
$364K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9- 0.25% |
$1.04K - $1.13K
|
3.57K
$452K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-7- 0.2% |
$812 - $882
|
3.47K
$439K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-6- 0.16% |
$696 - $756
|
3.68K
$466K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 0.04% |
$348 - $378
|
7.53K
$954K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3- 0.72% |
$348 - $378
|
413
$52.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2- 0.07% |
$232 - $252
|
3.05K
$387K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-2- 0.02% |
$232 - $252
|
10.9K
$1.38M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1- 0.02% |
$116 - $126
|
4.22K
$535K
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1- 0.22% |
$116 - $126
|
461
$58.5K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1- 0.01% |
$116 - $126
|
12.2K
$1.54M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1- 0.03% |
$116 - $126
|
3.19K
$404K
|
|
| Q2 2025 | |||||||
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-62.5K- 79.07% |
$5.73M - $7.26M
|
16.5K
$2.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-19.1K- 38.28% |
$1.75M - $2.22M
|
30.9K
$3.91M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16.5K- 57.04% |
$1.51M - $1.92M
|
12.5K
$1.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-6.08K- 19.06% |
$557K - $706K
|
25.8K
$3.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-3.94K- 18.41% |
$361K - $457K
|
17.4K
$2.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.2K- 50.0% |
$293K - $372K
|
3.2K
$406K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.77K- 6.85% |
$162K - $206K
|
24.1K
$3.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.37K- 23.71% |
$125K - $159K
|
4.39K
$557K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-1.34K- 34.36% |
$123K - $156K
|
2.56K
$325K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-1.21K- 7.46% |
$111K - $141K
|
15K
$1.91M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.15K- 12.95% |
$105K - $134K
|
7.74K
$981K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1K- 28.57% |
$91.6K - $116K
|
2.5K
$317K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-740- 8.74% |
$67.8K - $86K
|
7.72K
$979K
|
|
|
Jul 07, 2025
Q2 2025
|
Zevenbergen Capital Investments LLC
Seattle, WA |
SELL
|
- |
-675- 10.0% |
$61.8K - $78.4K
|
6.08K
$770K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-615- 18.56% |
$56.3K - $71.4K
|
2.7K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-500- 16.67% |
$45.8K - $58.1K
|
2.5K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-460- 9.56% |
$42.1K - $53.4K
|
4.35K
$552K
|
|
|
Aug 06, 2025
Q2 2025
|
Zevin Asset Management LLC
|
SELL
|
- |
-344- 14.66% |
$31.5K - $40K
|
2K
$254K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-290- 6.94% |
$26.6K - $33.7K
|
3.89K
$493K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-222- 10.82% |
$20.3K - $25.8K
|
1.83K
$232K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-160- 2.27% |
$14.7K - $18.6K
|
6.89K
$873K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-148- 5.27% |
$13.6K - $17.2K
|
2.66K
$337K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-131- 4.15% |
$12K - $15.2K
|
3.03K
$384K
|
|
|
Aug 14, 2025
Q2 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-127- 1.04% |
$11.6K - $14.8K
|
12.1K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-120- 4.74% |
$11K - $13.9K
|
2.41K
$306K
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-115- 1.41% |
$10.5K - $13.4K
|
8.02K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-109- 15.24% |
$9.99K - $12.7K
|
606
$76.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-102- 1.17% |
$9.35K - $11.8K
|
8.58K
$1.09M
|
|