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, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-436Closed |
$20.3K - $26.7K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-100Closed |
$4.67K - $6.12K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Community Bank, N.A.
|
SELL
|
- |
-97Closed |
$4.53K - $5.94K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-26- 3.85% |
$1.21K - $1.59K
|
649
$66.2K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-14.2KClosed |
$600K - $911K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-5.81KClosed |
$245K - $372K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.7KClosed |
$198K - $301K
|
0
$0
|
|
|
May 18, 2020
Q1 2020
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-3.89KClosed |
$164K - $249K
|
0
$0
|
|
|
Apr 14, 2020
Q1 2020
|
John G Ullman & Associates Inc
|
SELL
|
- |
-3.7KClosed |
$156K - $237K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.73KClosed |
$115K - $175K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.53KClosed |
$107K - $162K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
E Rn Financial, LLC
|
SELL
|
- |
-2.01KClosed |
$84.6K - $128K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.02KClosed |
$42.9K - $65.1K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-555Closed |
$23.4K - $35.5K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-458Closed |
$19.3K - $29.3K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-45Closed |
$1.9K - $2.88K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Rice Partnership, LLC
|
SELL
|
- |
-35Closed |
$1.48K - $2.24K
|
0
$0
|
|
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-22Closed |
$928 - $1.41K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 11, 2020
Q4 2019
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.67KClosed |
$197K - $222K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-716Closed |
$38.5K - $43.2K
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-75Closed |
$4.03K - $4.53K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-42.9KClosed |
$2.37M - $2.41M
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-611Closed |
$33.7K - $34.3K
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
Avondale Wealth Management
|
SELL
|
- |
-33Closed |
$1.82K - $1.85K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Loomis Sayles & CO L P
|
SELL
|
- |
-13Closed |
$717 - $730
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-82.7KClosed |
N/A
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.4KClosed |
N/A
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-738Closed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-537Closed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-89Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-21Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
Apr 22, 2019
Q1 2019
|
Miller Howard Investments Inc
|
SELL
|
- |
-17.7KClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.17KClosed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-525Closed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 12, 2019
Q4 2018
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-88.3KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-20.9KClosed |
N/A
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-20.9KClosed |
N/A
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Retirement Capital Strategies
|
SELL
|
- |
-7.33KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-2.84KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-2.72KClosed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Harrington Investments, Inc
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-640Closed |
N/A
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-289Closed |
N/A
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-119Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Oct 30, 2018
Q3 2018
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-21KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-1.73KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-632Closed |
N/A
|
0
$0
|
|
|
Jan 16, 2019
Q3 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-380Closed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 24, 2018
Q4 2017
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.03KClosed |
N/A
|
0
$0
|
|