Dynamic Advisor Solutions LLC Ishares Msci Kld 400 Social Et Transaction History

Dynamic Advisor Solutions LLC

  • $3.14 Billion
  • Q2 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 8,828 shares of DSI stock, worth $1.06 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,828
Previous 8,728 1.15%
Holding current value
$1.06 Million
Previous $890,000 15.17%
% of portfolio
0.03%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$91.62 - $116.16 $9,162 - $11,616
100 Added 1.15%
8,828 $1.03 Million
Q4 2024

Jan 21, 2025
SELL
$107.41 - $115.71 $1,825 - $1,967
-17 Reduced 0.19%
8,728 $962,000
Q3 2024

Oct 07, 2024
SELL
$97.81 - $108.79 $60,642 - $67,449
-620 Reduced 6.62%
8,745 $951,000
Q2 2024

Jul 15, 2024
SELL
$94.27 - $104.77 $19,796 - $22,001
-210 Reduced 2.19%
9,365 $972,000
Q1 2024

Apr 12, 2024
BUY
$89.27 - $100.81 $42,046 - $47,481
471 Added 5.17%
9,575 $965,000
Q4 2023

Jan 10, 2024
SELL
$77.74 - $91.23 $1,010 - $1,185
-13 Reduced 0.14%
9,104 $828,000
Q2 2023

Aug 03, 2023
SELL
$76.24 - $84.24 $8,615 - $9,519
-113 Reduced 1.22%
9,117 $767,000
Q1 2023

Apr 10, 2023
SELL
$71.07 - $79.2 $29,849 - $33,264
-420 Reduced 4.35%
9,230 $719,000
Q4 2022

Jan 12, 2023
BUY
$66.36 - $76.94 $66 - $76
1 Added 0.01%
9,650 $0
Q2 2022

Jul 27, 2022
SELL
$69.6 - $87.62 $696 - $876
-10 Reduced 0.1%
9,649 $694,000
Q1 2022

Apr 11, 2022
BUY
$79.44 - $93.34 $6,831 - $8,027
86 Added 0.9%
9,659 $837,000
Q4 2021

Jan 26, 2022
SELL
$83.4 - $93.49 $417,083 - $467,543
-5,001 Reduced 34.31%
9,573 $889,000
Q3 2021

Oct 28, 2021
SELL
$82.17 - $87.81 $62,695 - $66,999
-763 Reduced 4.97%
14,574 $1.21 Million
Q2 2021

Aug 10, 2021
BUY
$77.33 - $82.83 $155,123 - $166,156
2,006 Added 15.05%
15,337 $1.27 Million
Q4 2020

Feb 03, 2021
BUY
$62.23 - $71.54 $556,522 - $639,782
8,943 Added 203.81%
13,331 $954,000
Q3 2020

Oct 27, 2020
BUY
$59.39 - $68.32 $260,603 - $299,788
4,388 New
4,388 $561,000

Others Institutions Holding DSI

# of Institutions
618
Shares Held
25.2M
Call Options Held
1K
Put Options Held
1.6K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email