Bradley & Co. Private Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Bradley & Co. Private Wealth Management, LLC

  • $159 Million
  • Q4 2024

A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 2,909 shares of DSI stock, worth $300,528. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,909
Previous 2,664 9.2%
Holding current value
$300,528
Previous $276,000 15.94%
% of portfolio
0.2%
Previous 0.21%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$107.41 - $115.71 $26,315 - $28,348
245 Added 9.2%
2,909 $320,000
Q2 2024

Jul 31, 2024
BUY
$94.27 - $104.77 $203,434 - $226,093
2,158 Added 426.48%
2,664 $276,000
Q1 2021

May 12, 2021
BUY
$70.61 - $76.36 $35,728 - $38,638
506 New
506 $39,000

Others Institutions Holding DSI

# of Institutions
615
Shares Held
27.6M
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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