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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-758- 42.3% |
$63.2K - $70.9K
|
1.03K
$105K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-600Closed |
$50K - $56.1K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-92Closed |
$7.67K - $8.6K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-36Closed |
$3K - $3.37K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-8.43KClosed |
$692K - $740K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.9KClosed |
$156K - $167K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-708Closed |
$58.2K - $62.2K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-30- 4.79% |
$2.47K - $2.63K
|
596
$60.8K
|
|
| Q2 2021 | |||||||
|
Jul 27, 2021
Q2 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-13.7KClosed |
$1.06M - $1.13M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.74KClosed |
$444K - $476K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.85KClosed |
$298K - $319K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3.74KClosed |
$289K - $310K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.84KClosed |
$220K - $235K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-200Closed |
$15.5K - $16.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-134Closed |
$10.4K - $11.1K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-62- 3.22% |
$4.79K - $5.14K
|
1.87K
$190K
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-6Closed |
$464 - $497
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-37.8KClosed |
$2.67M - $2.88M
|
0
$0
|
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10.5KClosed |
$742K - $803K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-5.9KClosed |
$417K - $451K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-3.48KClosed |
$245K - $265K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-1.5KClosed |
$106K - $115K
|
0
$0
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-1.04KClosed |
$73.4K - $79.4K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.04KClosed |
$73.4K - $79.4K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-550Closed |
$38.8K - $42K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-374Closed |
$26.4K - $28.6K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-118Closed |
$8.33K - $9.01K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-38Closed |
$2.68K - $2.9K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-2Closed |
$141 - $153
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5.87KClosed |
$365K - $420K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-3.69KClosed |
$230K - $264K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Transform Wealth, LLC
|
SELL
|
- |
-2.07KClosed |
$129K - $148K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.85KClosed |
$115K - $132K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.71KClosed |
$106K - $122K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-825Closed |
$51.3K - $59K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
SELL
|
- |
-480Closed |
$29.9K - $34.3K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-260Closed |
$16.2K - $18.6K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Jackson Square Capital, LLC
|
SELL
|
- |
-64Closed |
$3.98K - $4.58K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 13, 2020
Q3 2020
|
Northside Capital Management, LLC
|
SELL
|
- |
-6.6KClosed |
$392K - $451K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.03KClosed |
$299K - $344K
|
0
$0
|
|
|
Oct 15, 2020
Q3 2020
|
Tri Star Advisors Inc.
|
SELL
|
- |
-4.55KClosed |
$270K - $311K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Marcum Wealth, LLC
|
SELL
|
- |
-4.07KClosed |
$242K - $278K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-780Closed |
$46.3K - $53.3K
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-180Closed |
$10.7K - $12.3K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-157Closed |
$9.32K - $10.7K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-130Closed |
$7.72K - $8.88K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2020
Q2 2020
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-15KClosed |
$700K - $919K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-3.24KClosed |
$151K - $199K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Time Scale Financial, Inc.
|
SELL
|
- |
-467Closed |
$21.8K - $28.6K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-458Closed |
$21.4K - $28K
|
0
$0
|
|