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

Cibc Private Wealth Group, LLC

$52.7 Billion
Q4 2024

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 11,153 shares of DSI stock, worth $1.16 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,153

Previous 11,153 -0.0%

Holding current value

$1.16 Million

Previous $1.21 Million 1.32%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

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

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cibc Private Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cibc Private Wealth Group, LLC with notifications on news.

Account

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