Cypress Wealth Services, LLC Ishares Msci Kld 400 Social Et Transaction History

Cypress Wealth Services, LLC

  • $555 Million
  • Q3 2025

A detailed history of Cypress Wealth Services, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Cypress Wealth Services, LLC holds 2,637 shares of DSI stock, worth $332,077. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,637
Previous 2,578 2.29%
Holding current value
$332,077
Previous $299,000 11.04%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 15, 2025
BUY
$115.96 - $125.95 $6,841 - $7,431
59 Added 2.29%
2,637 $332,000
Q2 2025

Jul 28, 2025
BUY
$91.62 - $116.16 $236,196 - $299,460
2,578 New
2,578 $299,000

Others Institutions Holding DSI

# of Institutions
635
Shares Held
24.7M
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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