Capital Analysts, LLC Ishares Msci Kld 400 Social Et Transaction History

Capital Analysts, LLC

  • $3.43 Billion
  • Q3 2025

A detailed history of Capital Analysts, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Capital Analysts, LLC holds 3,619 shares of DSI stock, worth $458,853. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,619
Previous 3,280 10.34%
Holding current value
$458,853
Previous $381,000 19.69%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$115.96 - $125.95 $39,310 - $42,697
339 Added 10.34%
3,619 $456,000
Q2 2025

Aug 13, 2025
BUY
$91.62 - $116.16 $9,528 - $12,080
104 Added 3.27%
3,280 $381,000
Q1 2025

May 14, 2025
BUY
$101.98 - $115.66 $24,169 - $27,411
237 Added 8.06%
3,176 $325,000
Q4 2024

Feb 14, 2025
BUY
$107.41 - $115.71 $34,800 - $37,490
324 Added 12.39%
2,939 $324,000
Q3 2024

Nov 13, 2024
SELL
$97.81 - $108.79 $15,160 - $16,862
-155 Reduced 5.6%
2,615 $284,000
Q2 2024

Aug 14, 2024
BUY
$94.27 - $104.77 $29,600 - $32,897
314 Added 12.79%
2,770 $288,000
Q1 2024

May 14, 2024
BUY
$89.27 - $100.81 $37,314 - $42,138
418 Added 20.51%
2,456 $248,000
Q4 2023

Jan 30, 2024
BUY
$77.74 - $91.23 $20,756 - $24,358
267 Added 15.08%
2,038 $186,000
Q3 2023

Nov 13, 2023
SELL
$80.77 - $87.25 $8,400 - $9,074
-104 Reduced 5.55%
1,771 $144,000
Q2 2023

Aug 11, 2023
SELL
$76.24 - $84.24 $1,601 - $1,769
-21 Reduced 1.11%
1,875 $158,000
Q1 2023

May 05, 2023
SELL
$71.07 - $79.2 $15,137 - $16,869
-213 Reduced 10.1%
1,896 $148,000
Q4 2022

Feb 08, 2023
BUY
$66.36 - $76.94 $5,375 - $6,232
81 Added 3.99%
2,109 $151,000
Q3 2022

Nov 14, 2022
BUY
$66.97 - $81.69 $65,764 - $80,219
982 Added 93.88%
2,028 $136,000
Q2 2022

Aug 12, 2022
BUY
$69.6 - $87.62 $72,801 - $91,650
1,046 New
1,046 $75,000

Others Institutions Holding DSI

# of Institutions
643
Shares Held
24.4M
Call Options Held
0
Put Options Held
2.5K
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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