Savvy Advisors, Inc. Ishares Msci Kld 400 Social Et Transaction History

Savvy Advisors, Inc.

  • $815 Million
  • Q4 2024

A detailed history of Savvy Advisors, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Savvy Advisors, Inc. holds 6,746 shares of DSI stock, worth $716,357. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,746
Previous 3,412 97.71%
Holding current value
$716,357
Previous $371 Million 99.8%
% of portfolio
0.09%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$107.41 - $115.71 $358,104 - $385,777
3,334 Added 97.71%
6,746 $743,000
Q3 2024

Nov 05, 2024
BUY
$97.81 - $108.79 $10,954 - $12,184
112 Added 3.39%
3,412 $371 Million
Q2 2024

Aug 14, 2024
BUY
$94.27 - $104.77 $311,091 - $345,741
3,300 New
3,300 $343 Million

Others Institutions Holding DSI

# of Institutions
615
Shares Held
27.6M
Call Options Held
3.1K
Put Options Held
1.6K
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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