Acropolis Investment Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Acropolis Investment Management, LLC

$1.67 Billion
Q4 2024

A detailed history of Acropolis Investment Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Acropolis Investment Management, LLC holds 8,133 shares of DSI stock, worth $908,374. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,133

Previous 8,186 0.65%

Holding current value

$908,374

Previous $890,000 0.67%

% of portfolio

0.05%

Previous 0.05%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$107.41 - $115.71 $5,692 - $6,132	-53 Reduced 0.65%	8,133 $896,000
Q3 2024 Nov 14, 2024	SELL	$97.81 - $108.79 $22,985 - $25,565	-235 Reduced 2.79%	8,186 $890,000
Q1 2024 Apr 17, 2024	SELL	$89.27 - $100.81 $58,025 - $65,526	-650 Reduced 7.17%	8,421 $848,000
Q4 2023 Jan 16, 2024	BUY	$77.74 - $91.23 $87,457 - $102,633	1,125 Added 14.16%	9,071 $825,000
Q2 2023 Jul 13, 2023	BUY	$76.24 - $84.24 $49,556 - $54,756	650 Added 8.91%	7,946 $668,000
Q1 2023 Apr 11, 2023	SELL	$71.07 - $79.2 $19,899 - $22,176	-280 Reduced 3.7%	7,296 $569,000
Q4 2021 Jan 14, 2022	SELL	$83.4 - $93.49 $24,186 - $27,112	-290 Reduced 3.69%	7,576 $704,000
Q1 2021 Apr 12, 2021	SELL	$70.61 - $76.36 $23,866 - $25,809	-338 Reduced 4.12%	7,866 $601,000
Q4 2020 Jan 13, 2021	BUY	$62.23 - $71.54 $198,015 - $227,640	3,182 Added 63.36%	8,204 $587,000
Q3 2020 Oct 09, 2020	BUY	$59.39 - $68.32 $42,166 - $48,507	710 Added 16.47%	5,022 $643,000
Q4 2019 Jan 14, 2020	SELL	$53.71 - $60.35 $698 - $784	-13 Reduced 0.3%	4,312 $518,000
Q3 2019 Oct 15, 2019	BUY	$55.16 - $56.18 $8,549 - $8,707	155 Added 3.72%	4,325 $480,000
Q1 2019 Apr 09, 2019	SELL	N/A	-100 Reduced 2.34%	4,170 $440,000
Q4 2018 Jan 10, 2019	BUY	N/A	2,280 Added 114.57%	4,270 $397,000
Q3 2018 Oct 03, 2018	BUY	N/A	275 Added 16.03%	1,990 $213,000
Q1 2018 Apr 04, 2018	SELL	N/A	-100 Reduced 5.51%	1,715 $168,000
Q4 2017 Jan 11, 2018	SELL	N/A	-105 Reduced 5.47%	1,815 $178,000
Q3 2017 Oct 17, 2017	BUY	N/A	110 Added 6.08%	1,920 $178,000
Q3 2017 Oct 12, 2017	BUY	N/A	1,810	1,810 $178,000

Others Institutions Holding DSI

# of Institutions

577

Shares Held

26.1M

Call Options Held

Put Options Held

800

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About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
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Acropolis Investment Management, LLC Ishares Msci Kld 400 Social Et Transaction History