Cibc Private Wealth Group, LLC Ishares Msci Kld 400 Social Et Transaction History

Cibc Private Wealth Group, LLC

  • $51.3 Billion
  • Q1 2025

A detailed history of Cibc Private Wealth Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Cibc Private Wealth Group, LLC holds 11,370 shares of DSI stock, worth $1.26 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,370
Previous 11,153 1.95%
Holding current value
$1.26 Million
Previous $1.23 Million 5.29%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$101.98 - $115.66 $22,129 - $25,098
217 Added 1.95%
11,370 $1.16 Million
Q1 2024

May 10, 2024
SELL
$89.27 - $100.81 $1,696 - $1,915
-19 Reduced 0.17%
11,153 $1.12 Million
Q4 2023

Feb 13, 2024
BUY
$77.74 - $91.23 $24,254 - $28,463
312 Added 2.87%
11,172 $1.02 Million
Q4 2021

Feb 08, 2022
BUY
$83.4 - $93.49 $905,724 - $1.02 Million
10,860 New
10,860 $1.01 Million
Q3 2021

Nov 12, 2021
SELL
$82.17 - $87.81 $892,366 - $953,616
-10,860 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$62.23 - $71.54 $337,908 - $388,462
5,430 Added 100.0%
10,860 $777,000
Q3 2020

Oct 29, 2020
BUY
$59.39 - $68.32 $322,487 - $370,977
5,430 New
5,430 $695,000
Q2 2020

Aug 13, 2020
SELL
$46.66 - $61.22 $253,363 - $332,424
-5,430 Closed
0 $0
Q1 2020

May 15, 2020
BUY
$42.17 - $63.99 $228,983 - $347,465
5,430 New
5,430 $529,000

Others Institutions Holding DSI

# of Institutions
606
Shares Held
25.4M
Call Options Held
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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