Diversify Advisory Services, LLC Ishares Msci Kld 400 Social Et Transaction History

Diversify Advisory Services, LLC

$2.61 Trillion
Q2 2025

A detailed history of Diversify Advisory Services, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 5,296 shares of DSI stock, worth $680,483. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,296

Previous 8,885 40.39%

Holding current value

$680,483

Previous $904 Million 28.88%

% of portfolio

0.02%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$91.62 - $116.16 $328,824 - $416,898	-3,589 Reduced 40.39%	5,296 $643 Million
Q1 2025 May 05, 2025	SELL	$101.98 - $115.66 $240,264 - $272,494	-2,356 Reduced 20.96%	8,885 $904 Million
Q4 2024 Jan 16, 2025	SELL	$107.41 - $115.71 $491,293 - $529,257	-4,574 Reduced 28.92%	11,241 $1.23 Billion
Q3 2024 Oct 24, 2024	SELL	$97.81 - $108.79 $167,450 - $186,248	-1,712 Reduced 9.77%	15,815 $1.74 Billion
Q2 2024 Jul 12, 2024	SELL	$94.27 - $104.77 $27,526 - $30,592	-292 Reduced 1.64%	17,527 $1.86 Billion
Q1 2024 Apr 30, 2024	BUY	$89.27 - $100.81 $1.59 Million - $1.8 Million	17,819 New	17,819 $1.8 Billion

Others Institutions Holding DSI

# of Institutions

642

Shares Held

24.6M

Call Options Held

Put Options Held

2.5K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
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Diversify Advisory Services, LLC Ishares Msci Kld 400 Social Et Transaction History