Avantax Advisory Services, Inc. Ishares Msci Kld 400 Social Et Transaction History

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 24,115 shares of DSI stock, worth $2.89 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
24,115
Previous 25,887 6.85%
Holding current value
$2.89 Million
Previous $2.65 Million 5.66%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 08, 2025
SELL
$91.62 - $116.16 $162,350 - $205,835
-1,772 Reduced 6.85%
24,115 $2.8 Million
Q1 2025

May 06, 2025
BUY
$101.98 - $115.66 $547,122 - $620,515
5,365 Added 26.14%
25,887 $2.65 Million
Q4 2024

Feb 07, 2025
SELL
$107.41 - $115.71 $259,502 - $279,555
-2,416 Reduced 10.53%
20,522 $2.26 Million
Q3 2024

Nov 13, 2024
SELL
$97.81 - $108.79 $106,808 - $118,798
-1,092 Reduced 4.54%
22,938 $2.5 Million
Q2 2024

Aug 09, 2024
BUY
$94.27 - $104.77 $70,419 - $78,263
747 Added 3.21%
24,030 $2.5 Million
Q1 2024

May 08, 2024
BUY
$89.27 - $100.81 $34,279 - $38,711
384 Added 1.68%
23,283 $2.35 Million
Q4 2023

Feb 07, 2024
SELL
$77.74 - $91.23 $30,629 - $35,944
-394 Reduced 1.69%
22,899 $2.08 Million
Q3 2023

Nov 07, 2023
SELL
$80.77 - $87.25 $70,350 - $75,994
-871 Reduced 3.6%
23,293 $1.9 Million
Q2 2023

Aug 11, 2023
BUY
$76.24 - $84.24 $55,273 - $61,073
725 Added 3.09%
24,164 $2.03 Million
Q1 2023

Apr 28, 2023
SELL
$71.07 - $79.2 $530,395 - $591,069
-7,463 Reduced 24.15%
23,439 $1.83 Million
Q4 2022

Feb 13, 2023
BUY
$66.36 - $76.94 $332,529 - $385,546
5,011 Added 19.35%
30,902 $2.22 Million
Q3 2022

Nov 01, 2022
BUY
$66.97 - $81.69 $201,244 - $245,478
3,005 Added 13.13%
25,891 $1.73 Million
Q2 2022

Aug 02, 2022
BUY
$69.6 - $87.62 $494,716 - $622,802
7,108 Added 45.05%
22,886 $1.65 Million
Q1 2022

Apr 27, 2022
BUY
$79.44 - $93.34 $262,390 - $308,302
3,303 Added 26.48%
15,778 $1.37 Million
Q4 2021

Jan 24, 2022
BUY
$83.4 - $93.49 $8,173 - $9,162
98 Added 0.79%
12,475 $1.16 Million
Q3 2021

Oct 21, 2021
BUY
$82.17 - $87.81 $35,415 - $37,846
431 Added 3.61%
12,377 $1.03 Million
Q2 2021

Jul 29, 2021
BUY
$77.33 - $82.83 $60,626 - $64,938
784 Added 7.02%
11,946 $990,000
Q1 2021

May 13, 2021
SELL
$70.61 - $76.36 $5,154 - $5,574
-73 Reduced 0.65%
11,162 $853,000
Q4 2020

Jan 22, 2021
SELL
$62.23 - $71.54 $148,294 - $170,479
-2,383 Reduced 17.5%
11,235 $803,000
Q3 2020

Oct 14, 2020
BUY
$59.39 - $68.32 $339,057 - $390,038
5,709 Added 72.18%
13,618 $1.75 Million
Q2 2020

Aug 06, 2020
BUY
$46.66 - $61.22 $12,831 - $16,835
275 Added 3.6%
7,909 $934,000
Q1 2020

Apr 30, 2020
BUY
$42.17 - $63.99 $1,728 - $2,623
41 Added 0.54%
7,634 $745,000
Q4 2019

Feb 14, 2020
BUY
$53.71 - $60.35 $407,820 - $458,237
7,593 New
7,593 $911,000

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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