1900 Wealth Management LLC Ishares Msci Kld 400 Social Et Transaction History

1900 Wealth Management LLC

$1.09 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 02, 2023	SELL	$71.07 - $79.2 $7,675 - $8,553	-108 Reduced 0.83%	12,910 $1.01 Million
Q4 2022 Feb 06, 2023	BUY	$66.36 - $76.94 $1,061 - $1,231	16 Added 0.12%	13,018 $934,000
Q2 2022 Aug 01, 2022	SELL	$69.6 - $87.62 $346,886 - $436,698	-4,984 Reduced 27.71%	13,002 $935,000
Q1 2022 Apr 27, 2022	SELL	$79.44 - $93.34 $11,518 - $13,534	-145 Reduced 0.8%	17,986 $1.56 Million
Q2 2021 Jul 20, 2021	SELL	$77.33 - $82.83 $10,748 - $11,513	-139 Reduced 0.76%	18,131 $1.5 Million
Q1 2021 Apr 26, 2021	SELL	$70.61 - $76.36 $9,673 - $10,461	-137 Reduced 0.74%	18,270 $1.4 Million
Q4 2020 Feb 05, 2021	BUY	$62.23 - $71.54 $1.15 Million - $1.32 Million	18,407 New	18,407 $1.32 Million

Others Institutions Holding DSI

# of Institutions

574

Shares Held

26M

Call Options Held

3K

Put Options Held

800

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 1900 Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on 1900 Wealth Management LLC with notifications on news.