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 |
|---|---|---|---|---|---|---|---|
|
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 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-109- 15.24% |
$9.99K - $12.7K
|
606
$76.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-99- 24.57% |
$9.07K - $11.5K
|
304
$38.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Harfst & Associates, Inc.
|
SELL
|
- |
-99- 1.32% |
$9.07K - $11.5K
|
7.4K
$938K
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-64- 0.34% |
$5.86K - $7.43K
|
19K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-50- 2.96% |
$4.58K - $5.81K
|
1.64K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-40- 1.92% |
$3.66K - $4.65K
|
2.04K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-33- 67.35% |
$3.02K - $3.83K
|
16
$2.03K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-24- 2.34% |
$2.2K - $2.79K
|
1K
$127K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-11- 0.26% |
$1.01K - $1.28K
|
4.2K
$533K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1- 0.55% |
$91.6 - $116
|
181
$22.9K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-2.1K- 67.74% |
$214K - $243K
|
1K
$127K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.8K- 13.12% |
$184K - $208K
|
11.9K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.8K- 24.32% |
$184K - $208K
|
5.6K
$710K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
SELL
|
- |
-1.78K- 35.72% |
$182K - $206K
|
3.2K
$406K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-1.61K- 20.79% |
$164K - $186K
|
6.12K
$776K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.51K- 4.44% |
$153K - $174K
|
32.4K
$4.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-938- 90.72% |
$95.7K - $108K
|
96
$12.2K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-847- 23.92% |
$86.4K - $98K
|
2.69K
$342K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
SELL
|
- |
-774- 14.02% |
$78.9K - $89.5K
|
4.75K
$602K
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-716- 3.17% |
$73K - $82.8K
|
21.9K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-660- 9.8% |
$67.3K - $76.3K
|
6.07K
$770K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-474- 25.25% |
$48.3K - $54.8K
|
1.4K
$178K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-450- 12.02% |
$45.9K - $52K
|
3.29K
$418K
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-250- 20.24% |
$25.5K - $28.9K
|
985
$125K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-181- 33.71% |
$18.5K - $20.9K
|
356
$45.1K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-152- 3.92% |
$15.5K - $17.6K
|
3.73K
$472K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-150- 33.63% |
$15.3K - $17.3K
|
296
$37.5K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-150- 4.29% |
$15.3K - $17.3K
|
3.35K
$425K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-134- 5.63% |
$13.7K - $15.5K
|
2.25K
$285K
|
|
|
Jun 27, 2025
Q1 2025
|
Copley Financial Group, Inc.
San Diego, CA |
SELL
|
- |
-127- 6.02% |
$13K - $14.7K
|
1.98K
$251K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-40- 0.56% |
$4.08K - $4.63K
|
7.07K
$896K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-37- 80.43% |
$3.77K - $4.28K
|
9
$1.14K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-36- 0.73% |
$3.67K - $4.16K
|
4.9K
$621K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-27- 0.66% |
$2.75K - $3.12K
|
4.08K
$517K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-3- 0.22% |
$306 - $347
|
1.36K
$172K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-2- 0.1% |
$204 - $231
|
2.04K
$258K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.73K- 30.53% |
$616K - $663K
|
13K
$1.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.87K- 96.28% |
$200K - $216K
|
72
$9.13K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-1.07K- 29.15% |
$115K - $124K
|
2.61K
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-837- 14.64% |
$89.9K - $96.8K
|
4.88K
$619K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-790- 15.02% |
$84.9K - $91.4K
|
4.47K
$566K
|
|