Ballast Advisors LLC Ishares Msci Kld 400 Social Et Transaction History

Ballast Advisors LLC

  • $322 Million
  • Q3 2024

A detailed history of Ballast Advisors LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Ballast Advisors LLC holds 137 shares of DSI stock, worth $15,278. This represents 0.0% of its overall portfolio holdings.

Number of Shares
137
Previous 137 -0.0%
Holding current value
$15,278
Previous $14,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
SELL
$66.97 - $81.69 $20,961 - $25,568
-313 Reduced 69.56%
137 $9,000
Q4 2020

Feb 05, 2021
BUY
$62.23 - $71.54 $14,001 - $16,096
225 Added 100.0%
450 $32,000
Q4 2019

Feb 14, 2020
BUY
$53.71 - $60.35 $12,084 - $13,578
225 New
225 $27,000

Others Institutions Holding DSI

# of Institutions
574
Shares Held
26M
Call Options Held
3K
Put Options Held
800
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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