Atria Wealth Solutions, Inc. Ishares Msci Kld 400 Social Et Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 16,547 shares of DSI stock, worth $1.98 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
16,547
Previous 79,046 79.07%
Holding current value
$1.98 Million
Previous $8.1 Million 76.26%
% of portfolio
0.05%
Previous 0.1%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$91.62 - $116.16 $5.73 Million - $7.26 Million
-62,499 Reduced 79.07%
16,547 $1.92 Million
Q1 2025

May 09, 2025
BUY
$101.98 - $115.66 $900,279 - $1.02 Million
8,828 Added 12.57%
79,046 $8.1 Million
Q4 2024

Jan 31, 2025
SELL
$107.41 - $115.71 $729,636 - $786,018
-6,793 Reduced 8.82%
70,218 $7.74 Million
Q3 2024

Nov 08, 2024
SELL
$97.81 - $108.79 $516,534 - $574,519
-5,281 Reduced 6.42%
77,011 $8.38 Million
Q2 2024

Jul 22, 2024
SELL
$94.27 - $104.77 $212,390 - $236,046
-2,253 Reduced 2.66%
82,292 $8.55 Million
Q1 2024

May 13, 2024
BUY
$89.27 - $100.81 $105,070 - $118,653
1,177 Added 1.41%
84,545 $8.52 Million
Q4 2023

Feb 02, 2024
BUY
$77.74 - $91.23 $837,337 - $982,638
10,771 Added 14.84%
83,368 $7.59 Million
Q3 2023

Nov 08, 2023
SELL
$80.77 - $87.25 $537,685 - $580,823
-6,657 Reduced 8.4%
72,597 $5.91 Million
Q2 2023

Aug 03, 2023
BUY
$76.24 - $84.24 $463,539 - $512,179
6,080 Added 8.31%
79,254 $6.67 Million
Q1 2023

Aug 22, 2023
SELL
$71.07 - $79.2 $724,700 - $807,602
-10,197 Reduced 12.87%
69,057 $5.39 Million
Q1 2023

Jun 14, 2023
BUY
$71.07 - $79.2 $292,595 - $326,066
4,117 Added 5.96%
73,174 $5.71 Million
Q1 2023

May 10, 2023
SELL
$71.07 - $79.2 $292,595 - $326,066
-4,117 Reduced 5.63%
69,057 $5.39 Million
Q4 2022

Aug 30, 2023
SELL
$66.36 - $76.94 $403,468 - $467,795
-6,080 Reduced 7.67%
73,174 $5.25 Million
Q4 2022

Feb 13, 2023
BUY
$66.36 - $76.94 $202,597 - $234,897
3,053 Added 4.35%
73,174 $5.25 Million
Q3 2022

Nov 14, 2022
SELL
$66.97 - $81.69 $241,359 - $294,410
-3,604 Reduced 4.89%
70,121 $4.7 Million
Q2 2022

Aug 15, 2022
BUY
$69.6 - $87.62 $1.77 Million - $2.22 Million
25,374 Added 52.48%
73,725 $5.3 Million
Q1 2022

May 16, 2022
BUY
$79.44 - $93.34 $3.84 Million - $4.51 Million
48,351 New
48,351 $4.19 Million

Others Institutions Holding DSI

# of Institutions
623
Shares Held
25.1M
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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