Arkadios Wealth Advisors Ishares Msci Kld 400 Social Et Transaction History

Arkadios Wealth Advisors

$1.64 Billion
Q3 2024

A detailed history of Arkadios Wealth Advisors transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Arkadios Wealth Advisors holds 4,828 shares of DSI stock, worth $533,107. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,828

Previous 3,823 26.29%

Holding current value

$533,107

Previous $397,000 32.24%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$97.81 - $108.79 $98,299 - $109,333	1,005 Added 26.29%	4,828 $525,000
Q2 2024 Jul 29, 2024	BUY	$94.27 - $104.77 $49,680 - $55,213	527 Added 15.99%	3,823 $397,000
Q1 2024 Apr 30, 2024	SELL	$89.27 - $100.81 $4,463 - $5,040	-50 Reduced 1.49%	3,296 $332,000
Q4 2023 Jan 24, 2024	BUY	$77.74 - $91.23 $388 - $456	5 Added 0.15%	3,346 $304,000
Q3 2023 Oct 13, 2023	BUY	$80.77 - $87.25 $63,162 - $68,229	782 Added 30.56%	3,341 $271,000
Q2 2023 Jul 26, 2023	BUY	$76.24 - $84.24 $195,098 - $215,570	2,559 New	2,559 $215,000
Q3 2021 Oct 19, 2021	SELL	$82.17 - $87.81 $82,170 - $87,810	-1,000 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$62.23 - $71.54 $62,230 - $71,540	1,000 New	1,000 $71,000

Others Institutions Holding DSI

# of Institutions

574

Shares Held

26M

Call Options Held

Put Options Held

800

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About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

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Arkadios Wealth Advisors Ishares Msci Kld 400 Social Et Transaction History