Bigelow Investment Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Bigelow Investment Advisors, LLC

  • $223 Million
  • Q3 2024

A detailed history of Bigelow Investment Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Bigelow Investment Advisors, LLC holds 8,036 shares of DSI stock, worth $897,219. This represents 0.39% of its overall portfolio holdings.

Number of Shares
8,036
Previous 8,399 4.32%
Holding current value
$897,219
Previous $872,000 0.23%
% of portfolio
0.39%
Previous 0.42%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$97.81 - $108.79 $35,505 - $39,490
-363 Reduced 4.32%
8,036 $874,000
Q2 2024

Aug 08, 2024
SELL
$94.27 - $104.77 $32,428 - $36,040
-344 Reduced 3.93%
8,399 $872,000
Q1 2024

May 08, 2024
SELL
$89.27 - $100.81 $3,838 - $4,334
-43 Reduced 0.49%
8,743 $881,000
Q4 2023

Jan 31, 2024
SELL
$77.74 - $91.23 $34,516 - $40,506
-444 Reduced 4.81%
8,786 $799,000
Q3 2023

Oct 31, 2023
BUY
$80.77 - $87.25 $6,380 - $6,892
79 Added 0.86%
9,230 $751,000
Q2 2023

Jul 25, 2023
BUY
$76.24 - $84.24 $9,758 - $10,782
128 Added 1.42%
9,151 $770,000
Q1 2023

May 09, 2023
SELL
$71.07 - $79.2 $152,303 - $169,725
-2,143 Reduced 19.19%
9,023 $703,000
Q4 2022

Jan 26, 2023
BUY
$66.36 - $76.94 $70,275 - $81,479
1,059 Added 10.48%
11,166 $0
Q3 2022

Nov 10, 2022
BUY
$66.97 - $81.69 $11,451 - $13,968
171 Added 1.72%
10,107 $677,000
Q2 2022

Jul 18, 2022
SELL
$69.6 - $87.62 $43,360 - $54,587
-623 Reduced 5.9%
9,936 $714,000
Q1 2022

Apr 29, 2022
BUY
$79.44 - $93.34 $96,996 - $113,968
1,221 Added 13.08%
10,559 $915,000
Q4 2021

Feb 11, 2022
BUY
$83.4 - $93.49 $103,416 - $115,927
1,240 Added 15.31%
9,338 $868,000
Q3 2021

Nov 04, 2021
BUY
$82.17 - $87.81 $47,822 - $51,105
582 Added 7.74%
8,098 $674,000
Q1 2021

May 06, 2021
BUY
$70.61 - $76.36 $73,434 - $79,414
1,040 Added 16.06%
7,516 $574,000
Q4 2020

Feb 12, 2021
BUY
$62.23 - $71.54 $212,515 - $244,309
3,415 Added 111.56%
6,476 $463,000
Q3 2020

Nov 10, 2020
BUY
$59.39 - $68.32 $28,566 - $32,861
481 Added 18.64%
3,061 $392,000
Q2 2020

Aug 11, 2020
BUY
$46.66 - $61.22 $7,465 - $9,795
160 Added 6.61%
2,580 $304,000
Q1 2020

May 05, 2020
BUY
$42.17 - $63.99 $6,747 - $10,238
160 Added 7.08%
2,420 $236,000
Q3 2019

Oct 22, 2019
BUY
$55.16 - $56.18 $13,514 - $13,764
245 Added 12.16%
2,260 $251,000
Q2 2019

Jul 17, 2019
BUY
N/A
85 Added 4.4%
2,015 $220,000
Q1 2019

Apr 25, 2019
BUY
N/A
1,930 New
1,930 $204,000

Others Institutions Holding DSI

# of Institutions
572
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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