Carret Asset Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Carret Asset Management, LLC

  • $891 Million
  • Q4 2024

A detailed history of Carret Asset Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Carret Asset Management, LLC holds 7,400 shares of DSI stock, worth $836,866. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,400
Previous 10,114 26.83%
Holding current value
$836,866
Previous $1.1 Million 25.91%
% of portfolio
0.09%
Previous 0.12%

Shares

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

Feb 10, 2025
SELL
$107.41 - $115.71 $291,510 - $314,036
-2,714 Reduced 26.83%
7,400 $815,000
Q3 2024

Oct 24, 2024
BUY
$97.81 - $108.79 $989,250 - $1.1 Million
10,114 New
10,114 $1.1 Million

Others Institutions Holding DSI

# of Institutions
612
Shares Held
28M
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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