Bip Wealth, LLC Ishares Msci Kld 400 Social Et Transaction History

Bip Wealth, LLC

$1.62 Trillion
Q2 2025

A detailed history of Bip Wealth, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Bip Wealth, LLC holds 7,065 shares of DSI stock, worth $851,120. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,065

Previous 7,065 -0.0%

Holding current value

$851,120

Previous $724 Million 13.43%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$101.98 - $115.66 $4,079 - $4,626	-40 Reduced 0.56%	7,065 $724 Million
Q3 2024 Nov 07, 2024	BUY	$97.81 - $108.79 $425,473 - $473,236	4,350 Added 157.89%	7,105 $773 Million
Q2 2024 Aug 08, 2024	SELL	$94.27 - $104.77 $410,074 - $455,749	-4,350 Reduced 61.22%	2,755 $286 Million
Q1 2024 May 08, 2024	BUY	$89.27 - $100.81 $245,938 - $277,731	2,755 Added 63.33%	7,105 $716 Million
Q4 2023 Feb 02, 2024	BUY	$77.74 - $91.23 $338,169 - $396,850	4,350 New	4,350 $396 Million
Q2 2023 Jul 27, 2023	BUY	$76.24 - $84.24 $3,811 - $4,212	50 Added 1.13%	4,490 $378 Million
Q1 2023 May 10, 2023	BUY	$71.07 - $79.2 $315,550 - $351,648	4,440 New	4,440 $346 Million

Others Institutions Holding DSI

# of Institutions

623

Shares Held

25.1M

Call Options Held

Put Options Held

1.6K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

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