Crestwood Advisors Group LLC Ishares Msci Kld 400 Social Et Transaction History

Crestwood Advisors Group LLC

  • $4.5 Billion
  • Q1 2024

A detailed history of Crestwood Advisors Group LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 4,156 shares of DSI stock, worth $434,385. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,156
Previous 4,368 4.85%
Holding current value
$434,385
Previous $397,000 5.29%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
SELL
$89.27 - $100.81 $18,925 - $21,371
-212 Reduced 4.85%
4,156 $418,000
Q4 2022

Feb 14, 2023
SELL
$69.01 - $76.94 $31,123 - $34,699
-451 Reduced 9.36%
4,368 $313,000
Q2 2022

Jul 07, 2022
SELL
N/A
-15 Reduced 0.31%
4,819 $346,000
Q1 2022

Apr 12, 2022
SELL
N/A
-71 Reduced 1.45%
4,834 $419,000
Q4 2021

Feb 15, 2022
BUY
N/A
15 Added 0.31%
4,905 $456,000
Q1 2021

Apr 21, 2021
SELL
N/A
-68 Reduced 1.37%
4,890 $0
Q4 2020

Feb 09, 2021
BUY
N/A
2,479 Added 100.0%
4,958 $355,000
Q2 2019

Aug 14, 2019
BUY
N/A
284 Added 12.94%
2,479 $271,000
Q3 2017

Nov 20, 2017
BUY
N/A
2,195
2,195 $204,000

Others Institutions Holding DSI

# of Institutions
535
Shares Held
25.5M
Call Options Held
3K
Put Options Held
400
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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