A detailed history of Aurora Private Wealth, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Aurora Private Wealth, Inc. holds 5,708 shares of DSI stock, worth $648,428. This represents 0.49% of its overall portfolio holdings.

Number of Shares
5,708
Previous 5,690 0.32%
Holding current value
$648,428
Previous $591,000 5.08%
% of portfolio
0.49%
Previous 0.52%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$97.81 - $108.79 $1,760 - $1,958
18 Added 0.32%
5,708 $621,000
Q2 2024

Jul 17, 2024

BUY
$94.27 - $104.77 $1,131 - $1,257
12 Added 0.21%
5,690 $591,000
Q1 2024

Apr 22, 2024

BUY
$89.27 - $100.81 $1,249 - $1,411
14 Added 0.25%
5,678 $572,000
Q4 2023

Jan 30, 2024

BUY
$77.74 - $91.23 $3,187 - $3,740
41 Added 0.73%
5,664 $516,000
Q2 2023

Jul 20, 2023

BUY
$76.24 - $84.24 $991 - $1,095
13 Added 0.23%
5,623 $473,000
Q1 2023

Apr 06, 2023

BUY
$71.07 - $79.2 $1,350 - $1,504
19 Added 0.34%
5,610 $438,000
Q4 2022

Jan 13, 2023

SELL
$66.36 - $76.94 $6,702 - $7,770
-101 Reduced 1.77%
5,591 $401,000
Q2 2022

Jul 21, 2022

BUY
$69.6 - $87.62 $974 - $1,226
14 Added 0.25%
5,692 $409,000
Q1 2022

Apr 14, 2022

BUY
$79.44 - $93.34 $1,112 - $1,306
14 Added 0.25%
5,678 $492,000
Q4 2021

Feb 02, 2022

BUY
$83.4 - $93.49 $2,919 - $3,272
35 Added 0.62%
5,664 $526,000
Q2 2021

Jul 13, 2021

BUY
$77.33 - $82.83 $2,165 - $2,319
28 Added 0.5%
5,629 $466,000
Q4 2020

Jan 15, 2021

BUY
$62.23 - $71.54 $174,741 - $200,884
2,808 Added 100.54%
5,601 $401,000
Q3 2020

Oct 26, 2020

BUY
$59.39 - $68.32 $165,876 - $190,817
2,793 New
2,793 $357,000

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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