Concord Wealth Partners Ishares Msci Kld 400 Social Et Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Concord Wealth Partners holds 6,063 shares of DSI stock, worth $643,829. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,063
Previous 7,291 16.84%
Holding current value
$643,829
Previous $793,000 15.76%
% of portfolio
0.11%
Previous 0.13%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$107.41 - $115.71 $131,899 - $142,091
-1,228 Reduced 16.84%
6,063 $668,000
Q3 2024

Oct 24, 2024
SELL
$97.81 - $108.79 $749,126 - $833,222
-7,659 Reduced 51.23%
7,291 $793,000
Q2 2024

Jul 31, 2024
SELL
$94.27 - $104.77 $600,971 - $667,908
-6,375 Reduced 29.89%
14,950 $1.55 Million
Q1 2024

Apr 30, 2024
SELL
$89.27 - $100.81 $526,960 - $595,081
-5,903 Reduced 21.68%
21,325 $2.15 Million
Q4 2023

Apr 30, 2024
SELL
$77.74 - $91.23 $526,533 - $617,900
-6,773 Reduced 19.92%
27,228 $2.48 Million
Q4 2023

Feb 05, 2024
SELL
$77.74 - $91.23 $526,533 - $617,900
-6,773 Reduced 19.92%
27,228 $2.48 Million
Q3 2023

Apr 30, 2024
BUY
$80.77 - $87.25 $547,055 - $590,944
6,773 Added 24.88%
34,001 $2.77 Million
Q3 2023

Oct 25, 2023
SELL
$80.77 - $87.25 $561,674 - $606,736
-6,954 Reduced 16.98%
34,001 $2.77 Million
Q2 2023

Aug 07, 2023
BUY
$76.24 - $84.24 $143,636 - $158,708
1,884 Added 4.82%
40,955 $3.45 Million
Q1 2023

Apr 26, 2023
SELL
$71.07 - $79.2 $39,230 - $43,718
-552 Reduced 1.39%
39,071 $3.05 Million
Q4 2022

Jan 27, 2023
BUY
$66.36 - $76.94 $104,583 - $121,257
1,576 Added 4.14%
39,623 $2.84 Million
Q3 2022

Nov 10, 2022
BUY
$66.97 - $81.69 $22,033 - $26,876
329 Added 0.87%
38,047 $2.55 Million
Q2 2022

Aug 04, 2022
BUY
$69.6 - $87.62 $260,234 - $327,611
3,739 Added 11.0%
37,718 $2.71 Million
Q1 2022

Apr 20, 2022
BUY
$79.44 - $93.34 $362,008 - $425,350
4,557 Added 15.49%
33,979 $2.94 Million
Q4 2021

Jan 21, 2022
BUY
$83.4 - $93.49 $779,122 - $873,383
9,342 Added 46.52%
29,422 $2.73 Million
Q3 2021

Nov 09, 2021
SELL
$82.17 - $87.81 $160,971 - $172,019
-1,959 Reduced 8.89%
20,080 $1.67 Million
Q2 2021

Jul 29, 2021
BUY
$77.33 - $82.83 $314,655 - $337,035
4,069 Added 22.64%
22,039 $1.83 Million
Q1 2021

May 13, 2021
SELL
$70.61 - $76.36 $92,640 - $100,184
-1,312 Reduced 6.8%
17,970 $1.37 Million
Q4 2020

Feb 16, 2021
BUY
$62.23 - $71.54 $1.2 Million - $1.38 Million
19,282 New
19,282 $1.38 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
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