Buffington Mohr Mc Neal Ishares Msci Kld 400 Social Et Transaction History

Buffington Mohr Mc Neal

$605 Million
Q3 2024

A detailed history of Buffington Mohr Mc Neal transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Buffington Mohr Mc Neal holds 3,743 shares of DSI stock, worth $418,467. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,743

Previous 3,743 -0.0%

Holding current value

$418,467

Previous $388,000 4.9%

% of portfolio

0.07%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	SELL	$94.27 - $104.77 $3,299 - $3,666	-35 Reduced 0.93%	3,743 $388,000
Q2 2023 Jul 25, 2023	SELL	$76.24 - $84.24 $606,108 - $669,708	-7,950 Reduced 67.79%	3,778 $317,000
Q3 2021 Oct 13, 2021	BUY	$82.17 - $87.81 $17,255 - $18,440	210 Added 1.82%	11,728 $976,000
Q2 2021 Jul 28, 2021	BUY	$77.33 - $82.83 $83,516 - $89,456	1,080 Added 10.35%	11,518 $954,000
Q4 2020 Jan 20, 2021	BUY	$62.23 - $71.54 $328,387 - $377,516	5,277 Added 102.25%	10,438 $747,000
Q2 2020 Jul 27, 2020	BUY	$46.66 - $61.22 $2,426 - $3,183	52 Added 1.02%	5,161 $609,000
Q4 2019 Jan 30, 2020	BUY	$53.71 - $60.35 $1,235 - $1,388	23 Added 0.45%	5,109 $614,000
Q1 2019 Apr 29, 2019	BUY	N/A	325 Added 6.83%	5,086 $536,000
Q4 2018 Feb 07, 2019	BUY	N/A	450 Added 10.44%	4,761 $443,000
Q3 2018 Oct 25, 2018	BUY	N/A	200 Added 4.86%	4,311 $460,000
Q2 2018 Jul 30, 2018	BUY	N/A	1,111 Added 37.03%	4,111 $415,000
Q4 2017 Jan 25, 2018	SELL	N/A	-2,430 Reduced 44.75%	3,000 $295,000
Q3 2017 Oct 30, 2017	BUY	N/A	5,430	5,430 $518,000

Others Institutions Holding DSI

# of Institutions

576

Shares Held

26.1M

Call Options Held

Put Options Held

800

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About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

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Buffington Mohr Mc Neal Ishares Msci Kld 400 Social Et Transaction History