Caldwell Trust CO Ishares Msci Kld 400 Social Et Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Caldwell Trust CO holds 1,200 shares of DSI stock, worth $152,148. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,200

Previous 1,200 -0.0%

Holding current value

$152,148

Previous $139 Million 8.43%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 22, 2025	BUY	$91.62 - $116.16 $109,944 - $139,392	1,200 New	1,200 $139 Million
Q4 2022 Oct 01, 2025	SELL	$66.36 - $76.94 $15,262 - $17,696	-230 Reduced 16.08%	1,200 $86.1 Million
Q3 2022 Oct 01, 2025	BUY	$66.97 - $81.69 $15,403 - $18,788	230 Added 19.17%	1,430 $95.8 Million
Q1 2022 Oct 01, 2025	BUY	$79.44 - $93.34 $18,271 - $21,468	230 Added 19.17%	1,430 $124 Million
Q1 2021 Oct 02, 2025	BUY	$70.61 - $76.36 $16,240 - $17,562	230 Added 19.17%	1,430 $109 Million

Q4 2020 Oct 02, 2025	BUY	$62.23 - $71.54 $14,312 - $16,454	230 Added 19.17%	1,430 $102 Million
Q2 2020 Oct 02, 2025	SELL	$46.66 - $61.22 $4,199 - $5,509	-90 Reduced 11.18%	715 $84.4 Million
Q1 2020 Oct 02, 2025	SELL	$42.17 - $63.99 $16,657 - $25,276	-395 Reduced 32.92%	805 $78.4 Million
Q4 2019 Oct 06, 2025	SELL	$53.71 - $60.35 $21,215 - $23,838	-395 Reduced 32.92%	805 $96.7 Million

Others Institutions Holding DSI

# of Institutions

643

Shares Held

24.4M

Call Options Held

Put Options Held

2.5K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
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Caldwell Trust CO Ishares Msci Kld 400 Social Et Transaction History