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

Concurrent Investment Advisors, LLC

  • $3.39 Trillion
  • Q3 2024

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 2,223 shares of DSI stock, worth $250,309. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,223
Previous 2,137 4.02%
Holding current value
$250,309
Previous $222 Million 8.96%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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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