Cobblestone Capital Advisors LLC Ishares Msci Kld 400 Social Et Transaction History

Cobblestone Capital Advisors LLC

  • $1.71 Billion
  • Q3 2024

A detailed history of Cobblestone Capital Advisors LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Cobblestone Capital Advisors LLC holds 7,640 shares of DSI stock, worth $853,006. This represents 0.05% of its overall portfolio holdings.

Number of Shares
7,640
Previous 7,640 -0.0%
Holding current value
$853,006
Previous $793,000 4.79%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$89.27 - $100.81 $44,635 - $50,405
500 Added 7.0%
7,640 $770,000
Q4 2020

Feb 09, 2021
BUY
$62.23 - $71.54 $222,161 - $255,397
3,570 Added 100.0%
7,140 $511,000
Q4 2019

Feb 07, 2020
SELL
$53.71 - $60.35 $8,056 - $9,052
-150 Reduced 4.03%
3,570 $429,000
Q3 2017

Nov 06, 2017
BUY
N/A
3,720
3,720 $345,000

Others Institutions Holding DSI

# of Institutions
572
Shares Held
26M
Call Options Held
3K
Put Options Held
800
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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