Conscious Wealth Investments, LLC Ishares Msci Kld 400 Social Et Transaction History

Conscious Wealth Investments, LLC

  • $145 Billion
  • Q3 2024

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 16,579 shares of DSI stock, worth $1.88 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
16,579
Previous 16,812 1.39%
Holding current value
$1.88 Million
Previous $1.78 Billion 2.01%
% of portfolio
1.25%
Previous 1.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$97.81 - $108.79 $22,789 - $25,348
-233 Reduced 1.39%
16,579 $1.81 Billion
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

# of Institutions
573
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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