Creative Planning Ishares Msci Kld 400 Social Et Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Creative Planning holds 181,872 shares of DSI stock, worth $23.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
181,872
Previous 182,760 0.49%
Holding current value
$23.1 Million
Previous $21.2 Million 7.9%
% of portfolio
0.02%
Previous 0.02%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$115.96 - $125.95 $102,972 - $111,843
-888 Reduced 0.49%
181,872 $22.9 Million
Q2 2025

Aug 08, 2025
SELL
$91.62 - $116.16 $29,684 - $37,635
-324 Reduced 0.18%
182,760 $21.2 Million
Q1 2025

May 15, 2025
SELL
$101.98 - $115.66 $76,281 - $86,513
-748 Reduced 0.41%
183,084 $18.7 Million
Q4 2024

Feb 14, 2025
SELL
$107.41 - $115.71 $86,357 - $93,030
-804 Reduced 0.44%
183,832 $20.3 Million
Q3 2024

Oct 11, 2024
SELL
$97.81 - $108.79 $101,624 - $113,032
-1,039 Reduced 0.56%
184,636 $20.1 Million
Q2 2024

Aug 15, 2024
SELL
$94.27 - $104.77 $258,865 - $287,698
-2,746 Reduced 1.46%
185,675 $19.3 Million
Q1 2024

May 10, 2024
SELL
$89.27 - $100.81 $298,429 - $337,007
-3,343 Reduced 1.74%
188,421 $19 Million
Q4 2023

Feb 14, 2024
BUY
$77.74 - $91.23 $86,680 - $101,721
1,115 Added 0.58%
191,764 $17.5 Million
Q3 2023

Nov 16, 2023
SELL
$80.77 - $87.25 $436,965 - $472,022
-5,410 Reduced 2.76%
190,649 $15.5 Million
Q2 2023

Jul 21, 2023
BUY
$76.24 - $84.24 $37,967 - $41,951
498 Added 0.25%
196,059 $16.5 Million
Q1 2023

May 15, 2023
BUY
$71.07 - $79.2 $194,305 - $216,532
2,734 Added 1.42%
195,561 $15.3 Million
Q4 2022

Feb 10, 2023
BUY
$66.36 - $76.94 $49,504 - $57,397
746 Added 0.39%
192,827 $13.8 Million
Q3 2022

Nov 03, 2022
BUY
$66.97 - $81.69 $61,009 - $74,419
911 Added 0.48%
192,081 $12.9 Million
Q2 2022

Aug 15, 2022
SELL
$69.6 - $87.62 $412,310 - $519,060
-5,924 Reduced 3.01%
191,170 $13.7 Million
Q1 2022

May 16, 2022
BUY
$79.44 - $93.34 $1.75 Million - $2.06 Million
22,036 Added 12.59%
197,094 $17.1 Million
Q4 2021

Feb 11, 2022
BUY
$83.4 - $93.49 $51,874 - $58,150
622 Added 0.36%
175,058 $16.3 Million
Q3 2021

Nov 10, 2021
BUY
$82.17 - $87.81 $13.7 Million - $14.6 Million
166,582 Added 2120.98%
174,436 $14.5 Million
Q2 2021

Aug 04, 2021
SELL
$77.33 - $82.83 $12.1 Million - $13 Million
-156,434 Reduced 95.22%
7,854 $651,000
Q1 2021

Apr 30, 2021
SELL
$70.61 - $76.36 $53,592 - $57,957
-759 Reduced 0.46%
164,288 $12.5 Million
Q4 2020

Jan 29, 2021
BUY
$62.23 - $71.54 $5.06 Million - $5.82 Million
81,344 Added 97.18%
165,047 $11.8 Million
Q3 2020

Nov 05, 2020
BUY
$59.39 - $68.32 $28,625 - $32,930
482 Added 0.58%
83,703 $10.7 Million
Q2 2020

Jul 23, 2020
BUY
$46.66 - $61.22 $28,602 - $37,527
613 Added 0.74%
83,221 $9.82 Million
Q1 2020

May 05, 2020
SELL
$42.17 - $63.99 $922,047 - $1.4 Million
-21,865 Reduced 20.93%
82,608 $8.05 Million
Q4 2019

Jan 30, 2020
SELL
$53.71 - $60.35 $19,980 - $22,450
-372 Reduced 0.35%
104,473 $12.6 Million
Q3 2019

Nov 01, 2019
BUY
$55.16 - $56.18 $90,848 - $92,528
1,647 Added 1.6%
104,845 $11.6 Million
Q2 2019

Jul 26, 2019
BUY
N/A
27,470 Added 36.27%
103,198 $11.3 Million
Q1 2019

Apr 24, 2019
BUY
N/A
39,062 Added 106.53%
75,728 $7.99 Million
Q4 2018

Feb 01, 2019
BUY
N/A
23,170 Added 171.68%
36,666 $3.41 Million
Q3 2018

Oct 25, 2018
BUY
N/A
28 Added 0.21%
13,496 $1.44 Million
Q2 2018

Jul 20, 2018
SELL
N/A
-1,016 Reduced 7.01%
13,468 $1.36 Million
Q1 2018

Apr 18, 2018
BUY
N/A
538 Added 3.86%
14,484 $1.42 Million
Q4 2017

Jan 17, 2018
BUY
N/A
3 Added 0.02%
13,946 $1.37 Million
Q3 2017

Oct 17, 2017
BUY
N/A
13,943
13,943 $1.3 Million

Others Institutions Holding DSI

# of Institutions
642
Shares Held
24.4M
Call Options Held
0
Put Options Held
2.5K
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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