Childress Capital Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Childress Capital Advisors, LLC

  • $352 Million
  • Q4 2024

A detailed history of Childress Capital Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Childress Capital Advisors, LLC holds 33,930 shares of DSI stock, worth $3.6 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
33,930
Previous 33,930 -0.0%
Holding current value
$3.6 Million
Previous $3.69 Million 1.33%
% of portfolio
1.06%
Previous 1.01%

Shares

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

Oct 25, 2024
BUY
$97.81 - $108.79 $474,378 - $527,631
4,850 Added 16.68%
33,930 $3.69 Million
Q2 2024

Aug 05, 2024
SELL
$94.27 - $104.77 $244,253 - $271,459
-2,591 Reduced 8.18%
29,080 $3.02 Million
Q1 2024

Apr 24, 2024
BUY
$89.27 - $100.81 $231,298 - $261,198
2,591 Added 8.91%
31,671 $3.19 Million
Q3 2023

Nov 06, 2023
BUY
$80.77 - $87.25 $202,732 - $218,997
2,510 Added 9.45%
29,080 $2.37 Million
Q1 2023

May 12, 2023
SELL
$71.07 - $79.2 $157,704 - $175,744
-2,219 Reduced 7.71%
26,570 $2.07 Million
Q4 2022

Feb 03, 2023
BUY
$66.36 - $76.94 $567,378 - $657,837
8,550 Added 42.25%
28,789 $2.07 Million
Q3 2022

Nov 03, 2022
SELL
$66.97 - $81.69 $16,943 - $20,667
-253 Reduced 1.23%
20,239 $1.36 Million
Q4 2021

Jan 26, 2022
BUY
$83.4 - $93.49 $16,763 - $18,791
201 Added 0.99%
20,492 $1.9 Million
Q3 2021

Nov 15, 2021
BUY
$82.17 - $87.81 $3,040 - $3,248
37 Added 0.18%
20,291 $1.69 Million
Q1 2021

May 21, 2021
BUY
$70.61 - $76.36 $1.43 Million - $1.55 Million
20,254 New
20,254 $1.55 Million

Others Institutions Holding DSI

# of Institutions
615
Shares Held
27.6M
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
Track This Portfolio

Track Childress Capital Advisors, LLC Portfolio

Follow Childress Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Childress Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Childress Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email