A detailed history of Conscious Wealth Investments, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Conscious Wealth Investments, LLC holds 16,812 shares of DSI stock, worth $1.82 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
16,812
Previous 16,351 2.82%
Holding current value
$1.82 Million
Previous $1.57 Billion 12.88%
% of portfolio
1.28%
Previous 1.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$94.27 - $104.77 $43,458 - $48,298
461 Added 2.82%
16,812 $1.78 Billion
Q1 2024

Apr 24, 2024

BUY
$89.27 - $100.81 $113,283 - $127,927
1,269 Added 8.41%
16,351 $1.57 Billion
Q4 2023

Feb 14, 2024

BUY
$77.74 - $91.23 $1.17 Million - $1.38 Million
15,082 New
15,082 $1.42 Billion

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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