Insight Wealth Strategies, LLC Ishares Msci Kld 400 Social Et Transaction History

Insight Wealth Strategies, LLC

  • $749 Million
  • Q3 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 2,010 shares of DSI stock, worth $224,416. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,010
Previous 2,006 0.2%
Holding current value
$224,416
Previous $208,000 4.81%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$97.81 - $108.79 $391 - $435
4 Added 0.2%
2,010 $218,000
Q2 2024

Jul 08, 2024
BUY
$94.27 - $104.77 $189,105 - $210,168
2,006 New
2,006 $208,000

Others Institutions Holding DSI

# of Institutions
572
Shares Held
26M
Call Options Held
3K
Put Options Held
800
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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