Wealthgarden F.S. LLC Ishares Msci Kld 400 Social Et Transaction History

Wealthgarden F.S. LLC

  • $104 Billion
  • Q1 2025

A detailed history of Wealthgarden F.S. LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wealthgarden F.S. LLC holds 4,083 shares of DSI stock, worth $415,567. This represents 0.4% of its overall portfolio holdings.

Number of Shares
4,083
Previous 3,813 7.08%
Holding current value
$415,567
Previous $420 Million 0.54%
% of portfolio
0.4%
Previous 0.39%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$101.98 - $115.66 $27,534 - $31,228
270 Added 7.08%
4,083 $418 Million
Q4 2024

Feb 03, 2025
SELL
$107.41 - $115.71 $12,781 - $13,769
-119 Reduced 3.03%
3,813 $420 Million
Q3 2024

Nov 14, 2024
BUY
$97.81 - $108.79 $384,588 - $427,762
3,932 New
3,932 $428 Million
Q2 2024

Aug 07, 2024
BUY
$94.27 - $104.77 $382,641 - $425,261
4,059 New
4,059 $422 Million

Others Institutions Holding DSI

# of Institutions
606
Shares Held
25.5M
Call Options Held
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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