Concurrent Investment Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 4,417 shares of DSI stock, worth $556,232. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,417

Previous 3,904 13.14%

Holding current value

$556,232

Previous $453 Million 22.68%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$115.96 - $125.95 $59,487 - $64,612	513 Added 13.14%	4,417 $556 Million
Q2 2025 Jul 25, 2025	BUY	$91.62 - $116.16 $82,732 - $104,892	903 Added 30.09%	3,904 $453 Million
Q1 2025 Apr 29, 2025	BUY	$101.98 - $115.66 $58,332 - $66,157	572 Added 23.55%	3,001 $307 Million
Q4 2024 Feb 03, 2025	BUY	$107.41 - $115.71 $22,126 - $23,836	206 Added 9.27%	2,429 $268 Million
Q3 2024 Oct 30, 2024	BUY	$97.81 - $108.79 $8,411 - $9,355	86 Added 4.02%	2,223 $242 Million
Q2 2024 Jul 30, 2024	BUY	$94.27 - $104.77 $94 - $104	1 Added 0.05%	2,137 $222 Million
Q1 2024 May 07, 2024	BUY	$89.27 - $100.81 $190,680 - $215,330	2,136 New	2,136 $215 Million

Others Institutions Holding DSI

# of Institutions

633

Shares Held

24.7M

Call Options Held

Put Options Held

2.5K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History