Boston Standard Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Boston Standard Wealth Management, LLC

  • $465 Million
  • Q1 2025

A detailed history of Boston Standard Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 14,851 shares of DSI stock, worth $1.51 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
14,851
Previous 15,237 2.53%
Holding current value
$1.51 Million
Previous $1.68 Billion 99.91%
% of portfolio
0.33%
Previous 0.33%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
SELL
$101.98 - $115.66 $39,364 - $44,644
-386 Reduced 2.53%
14,851 $1.51 Million
Q4 2024

Jan 27, 2025
BUY
$107.41 - $115.71 $4,833 - $5,206
45 Added 0.3%
15,237 $1.68 Billion
Q3 2024

Oct 07, 2024
BUY
$97.81 - $108.79 $33,353 - $37,097
341 Added 2.3%
15,192 $1.65 Billion
Q2 2024

Jul 10, 2024
BUY
$94.27 - $104.77 $19,231 - $21,373
204 Added 1.39%
14,851 $1.54 Billion
Q1 2024

Apr 11, 2024
BUY
$89.27 - $100.81 $130,423 - $147,283
1,461 Added 11.08%
14,647 $1.48 Billion
Q3 2023

Oct 10, 2023
BUY
$80.77 - $87.25 $28,350 - $30,624
351 Added 2.73%
13,186 $1.07 Billion
Q2 2023

Jul 06, 2023
BUY
$76.24 - $84.24 $11,436 - $12,636
150 Added 1.18%
12,835 $1.08 Billion
Q1 2023

Apr 04, 2023
BUY
$71.07 - $79.2 $45,555 - $50,767
641 Added 5.32%
12,685 $989 Million
Q4 2022

Jan 10, 2023
BUY
$66.36 - $76.94 $44,859 - $52,011
676 Added 5.95%
12,044 $865 Million
Q3 2022

Oct 13, 2022
BUY
$66.97 - $81.69 $46,544 - $56,774
695 Added 6.51%
11,368 $761 Million
Q2 2022

Jul 12, 2022
BUY
$69.6 - $87.62 $29,579 - $37,238
425 Added 4.15%
10,673 $773 Million
Q1 2022

Apr 12, 2022
BUY
$79.44 - $93.34 $14,934 - $17,547
188 Added 1.87%
10,248 $888 Million
Q4 2021

Jan 18, 2022
BUY
$83.4 - $93.49 $2,502 - $2,804
30 Added 0.3%
10,060 $935 Million
Q3 2021

Oct 07, 2021
BUY
$82.17 - $87.81 $27,362 - $29,240
333 Added 3.43%
10,030 $835 Million
Q2 2021

Jul 13, 2021
BUY
$77.33 - $82.83 $31,395 - $33,628
406 Added 4.37%
9,697 $803 Million
Q4 2020

Jan 12, 2021
BUY
$62.23 - $71.54 $289,991 - $333,376
4,660 Added 100.63%
9,291 $665 Million
Q3 2020

Oct 20, 2020
BUY
$59.39 - $68.32 $950 - $1,093
16 Added 0.35%
4,631 $0
Q2 2020

Jul 06, 2020
BUY
$46.66 - $61.22 $606 - $795
13 Added 0.28%
4,615 $545 Million
Q1 2020

Apr 13, 2020
SELL
$42.17 - $63.99 $4,891 - $7,422
-116 Reduced 2.46%
4,602 $429 Million
Q4 2019

Jan 06, 2020
BUY
$53.71 - $60.35 $1,879 - $2,112
35 Added 0.75%
4,718 $567 Million
Q2 2019

Jul 09, 2019
SELL
N/A
-5,738 Reduced 55.06%
4,683 $518 Million
Q1 2019

Apr 11, 2019
SELL
N/A
-7,314 Reduced 41.24%
10,421 $1.11 Billion
Q4 2018

Jan 10, 2019
SELL
N/A
-1,799 Reduced 9.21%
17,735 $0
Q3 2018

Oct 03, 2018
BUY
N/A
745 Added 3.97%
19,534 $2.09 Billion
Q1 2018

Apr 10, 2018
BUY
N/A
612 Added 3.37%
18,789 $1.84 Billion
Q4 2017

Jan 09, 2018
SELL
N/A
-600 Reduced 3.2%
18,177 $1.79 Billion
Q3 2017

Oct 12, 2017
BUY
N/A
18,777
18,777 $1.74 Billion

Others Institutions Holding DSI

# of Institutions
617
Shares Held
27.7M
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
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