Bergan Kdv Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Bergan Kdv Wealth Management, LLC

  • $999 Million
  • Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 4,060 shares of DSI stock, worth $421,955. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,060
Previous 4,110 1.22%
Holding current value
$421,955
Previous $320,000 6.56%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023
SELL
$76.24 - $84.24 $3,811 - $4,212
-50 Reduced 1.22%
4,060 $341,000
Q1 2023

Apr 27, 2023
BUY
$71.07 - $79.2 $21,107 - $23,522
297 Added 7.79%
4,110 $320,000
Q4 2020

Feb 04, 2021
BUY
N/A
1,906 Added 99.95%
3,813 $273,000
Q3 2020

Nov 05, 2020
BUY
N/A
1 Added 0.05%
1,907 $244,000
Q2 2020

Aug 13, 2020
SELL
N/A
-571 Reduced 23.05%
1,906 $225,000
Q4 2019

Feb 10, 2020
BUY
N/A
572 Added 30.03%
2,477 $298,000
Q2 2018

Jul 23, 2018
BUY
N/A
1,905 New
1,905 $192,000

Others Institutions Holding DSI

# of Institutions
530
Shares Held
25.4M
Call Options Held
3K
Put Options Held
400
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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