Bip Wealth, LLC Ishares Msci Kld 400 Social Et Transaction History

Bip Wealth, LLC

  • $1.22 Trillion
  • Q2 2024

A detailed history of Bip Wealth, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Bip Wealth, LLC holds 2,755 shares of DSI stock, worth $296,107. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,755
Previous 7,105 61.22%
Holding current value
$296,107
Previous $716 Million 60.06%
% of portfolio
0.02%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$94.27 - $104.77 $410,074 - $455,749
-4,350 Reduced 61.22%
2,755 $286 Million
Q1 2024

May 08, 2024
BUY
$89.27 - $100.81 $245,938 - $277,731
2,755 Added 63.33%
7,105 $716 Million
Q4 2023

Feb 02, 2024
BUY
$77.74 - $91.23 $338,169 - $396,850
4,350 New
4,350 $396 Million
Q2 2023

Jul 27, 2023
BUY
$76.24 - $84.24 $3,811 - $4,212
50 Added 1.13%
4,490 $378 Million
Q1 2023

May 10, 2023
BUY
$71.07 - $79.2 $315,550 - $351,648
4,440 New
4,440 $346 Million

Others Institutions Holding DSI

# of Institutions
553
Shares Held
26.5M
Call Options Held
3K
Put Options Held
700
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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