Ballew Advisors, Inc Ishares Msci Kld 400 Social Et Transaction History

Ballew Advisors, Inc

$146 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 26, 2022	SELL	$69.6 - $87.62 $206,085 - $259,442	-2,961 Closed	0 $0
Q1 2022 Apr 28, 2022	SELL	$79.44 - $93.34 $29,154 - $34,255	-367 Reduced 11.03%	2,961 $249,000
Q2 2021 Jul 15, 2021	SELL	$77.33 - $82.83 $257,354 - $275,658	-3,328 Reduced 50.0%	3,328 $280,000
Q1 2021 Apr 13, 2021	BUY	$70.61 - $76.36 $234,990 - $254,126	3,328 Added 100.0%	6,656 $514,000
Q4 2020 Jan 13, 2021	BUY	$62.23 - $71.54 $103,550 - $119,042	1,664 Added 100.0%	3,328 $241,000
Q3 2020 Oct 06, 2020	BUY	$59.39 - $68.32 $98,824 - $113,684	1,664 New	1,664 $216,000
Q4 2018 Feb 12, 2019	SELL	N/A	-693 Closed	0 $0
Q3 2018 Oct 30, 2018	BUY	N/A	693 New	693 $67,000

Others Institutions Holding DSI

# of Institutions

572

Shares Held

26M

Call Options Held

3K

Put Options Held

800

About ISHARES MSCI KLD 400 SOCIAL ET

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