Goldstein Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Goldstein Advisors, LLC

$684 Billion
Q1 2025

A detailed history of Goldstein Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Goldstein Advisors, LLC holds 3,055 shares of DSI stock, worth $355,938. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,055

Previous 3,022 1.09%

Holding current value

$355,938

Previous $333 Million 6.1%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$101.98 - $115.66 $3,365 - $3,816	33 Added 1.09%	3,055 $313 Million
Q4 2024 Jan 17, 2025	SELL	$107.41 - $115.71 $7,518 - $8,099	-70 Reduced 2.26%	3,022 $333 Million
Q3 2024 Oct 24, 2024	SELL	$97.81 - $108.79 $4,401 - $4,895	-45 Reduced 1.43%	3,092 $336 Million
Q2 2024 Jul 24, 2024	SELL	$94.27 - $104.77 $2,828 - $3,143	-30 Reduced 0.95%	3,137 $326 Million
Q1 2024 May 13, 2024	SELL	$89.27 - $100.81 $31,690 - $35,787	-355 Reduced 10.08%	3,167 $319 Million
Q3 2023 Oct 18, 2023	SELL	$80.77 - $87.25 $5,250 - $5,671	-65 Reduced 1.81%	3,522 $287 Million
Q2 2023 Jul 21, 2023	BUY	$76.24 - $84.24 $17,230 - $19,038	226 Added 6.72%	3,587 $302 Million
Q1 2023 May 09, 2023	BUY	$71.07 - $79.2 $28,712 - $31,996	404 Added 13.66%	3,361 $262 Million
Q4 2022 Feb 03, 2023	BUY	$66.36 - $76.94 $196,226 - $227,511	2,957 New	2,957 $212 Million

Others Institutions Holding DSI

# of Institutions

608

Shares Held

25.4M

Call Options Held

Put Options Held

1.6K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
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Goldstein Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History