Bartlett & Co. LLC Ishares Msci Kld 400 Social Et Transaction History

Bartlett & Co. LLC

  • $6.16 Billion
  • Q4 2023

A detailed history of Bartlett & Co. LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Bartlett & Co. LLC holds 5,213 shares of DSI stock, worth $553,568. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,213
Previous 5,073 2.76%
Holding current value
$553,568
Previous $415,000 14.7%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 08, 2024
BUY
$77.74 - $91.23 $10,883 - $12,772
140 Added 2.76%
5,213 $476,000
Q3 2021

Oct 15, 2021
SELL
$82.17 - $87.81 $24,651 - $26,343
-300 Reduced 5.58%
5,073 $422,000
Q1 2021

Apr 19, 2021
SELL
$70.61 - $76.36 $58,959 - $63,760
-835 Reduced 13.45%
5,373 $410,000
Q4 2020

Jan 20, 2021
BUY
$62.23 - $71.54 $214,693 - $246,813
3,450 Added 125.09%
6,208 $444,000
Q1 2020

May 07, 2020
SELL
$42.17 - $63.99 $6,325 - $9,598
-150 Reduced 5.16%
2,758 $269,000
Q3 2019

Nov 04, 2019
BUY
$55.16 - $56.18 $160,405 - $163,371
2,908 New
2,908 $323,000

Others Institutions Holding DSI

# of Institutions
615
Shares Held
27.6M
Call Options Held
3.1K
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
Track This Portfolio

Track Bartlett & Co. LLC Portfolio

Follow Bartlett & Co. LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email