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

Sage View Advisory Group, LLC

  • $2.15 Trillion
  • Q2 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 67,467 shares of DSI stock, worth $7.6 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
67,467
Holding current value
$7.6 Million
% of portfolio
0.33%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
566
Shares Held
26.2M
Call Options Held
3K
Put Options Held
700
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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