A detailed history of Castleview Partners, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Castleview Partners, LLC holds 443 shares of DSI stock, worth $50,324. This represents 0.03% of its overall portfolio holdings.

Number of Shares
443
Previous 441 0.45%
Holding current value
$50,324
Previous $47,000 2.13%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$97.81 - $108.79 $195 - $217
2 Added 0.45%
443 $48,000
Q2 2024

Jul 31, 2024

BUY
$94.27 - $104.77 $94 - $104
1 Added 0.23%
441 $45,000
Q1 2024

May 09, 2024

BUY
$89.27 - $100.81 $89 - $100
1 Added 0.23%
440 $44,000
Q4 2023

Feb 05, 2024

BUY
$77.74 - $91.23 $34,127 - $40,049
439 New
439 $39,000

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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