Sage View Advisory Group, LLC Ishares Msci Kld 400 Social Et Transaction History

Sage View Advisory Group, LLC

$1.97 Trillion
Q3 2024

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 63,648 shares of DSI stock, worth $7.1 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

63,648

Previous 67,467 5.66%

Holding current value

$7.1 Million

Previous $7.01 Billion 1.17%

% of portfolio

0.35%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$97.81 - $108.79 $373,536 - $415,469	-3,819 Reduced 5.66%	63,648 $6.92 Billion
Q2 2024 Aug 14, 2024	BUY	$94.27 - $104.77 $6.36 Million - $7.07 Million	67,467 New	67,467 $7.01 Billion
Q4 2023 Feb 09, 2024	BUY	$77.74 - $91.23 $507,564 - $595,640	6,529 Added 8.33%	84,925 $8.03 Billion
Q3 2023 Nov 02, 2023	SELL	$80.77 - $87.25 $181,086 - $195,614	-2,242 Reduced 2.78%	78,396 $6.38 Billion
Q2 2023 Aug 11, 2023	SELL	$76.24 - $84.24 $282,316 - $311,940	-3,703 Reduced 4.39%	80,638 $6.79 Billion
Q1 2023 May 01, 2023	SELL	$71.07 - $79.2 $181,725 - $202,514	-2,557 Reduced 2.94%	84,341 $6.58 Billion
Q4 2022 Feb 14, 2023	BUY	$66.36 - $76.94 $5.77 Million - $6.69 Million	86,898 New	86,898 $6.24 Billion

Others Institutions Holding DSI

# of Institutions

574

Shares Held

26M

Call Options Held

Put Options Held

800

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
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Sage View Advisory Group, LLC Ishares Msci Kld 400 Social Et Transaction History