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

Boston Standard Wealth Management, LLC

$514 Billion
Q3 2024

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 15,192 shares of DSI stock, worth $1.74 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

15,192

Previous 14,851 2.3%

Holding current value

$1.74 Million

Previous $1.54 Billion 7.2%

% of portfolio

0.32%

Previous 0.34%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

574

Shares Held

26M

Call Options Held

Put Options Held

800

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Boston Standard Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boston Standard Wealth Management, LLC with notifications on news.

Account

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