Edmonds Duncan Registered Investment Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Edmonds Duncan Registered Investment Advisors, LLC

  • $446 Million
  • Q3 2024

A detailed history of Edmonds Duncan Registered Investment Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Edmonds Duncan Registered Investment Advisors, LLC holds 2,043 shares of DSI stock, worth $222,891. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,043
Previous 2,020 1.14%
Holding current value
$222,891
Previous $209,000 6.22%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$97.81 - $108.79 $2,249 - $2,502
23 Added 1.14%
2,043 $222,000
Q2 2024

Jul 16, 2024
SELL
$94.27 - $104.77 $269,895 - $299,956
-2,863 Reduced 58.63%
2,020 $209,000
Q1 2024

Apr 18, 2024
SELL
$89.27 - $100.81 $17,854 - $20,162
-200 Reduced 3.93%
4,883 $492,000
Q2 2022

Jul 20, 2022
BUY
$69.6 - $87.62 $41,899 - $52,747
602 Added 13.43%
5,083 $365,000
Q1 2021

May 06, 2021
BUY
$70.61 - $76.36 $26,266 - $28,405
372 Added 9.05%
4,481 $342,000
Q4 2020

Feb 19, 2021
BUY
$62.23 - $71.54 $137,279 - $157,817
2,206 Added 115.92%
4,109 $310,000
Q2 2020

Jul 31, 2020
BUY
$46.66 - $61.22 $88,793 - $116,501
1,903 New
1,903 $225,000
Q1 2020

Apr 07, 2020
SELL
$42.17 - $63.99 $80,249 - $121,772
-1,903 Closed
0 $0
Q4 2019

Jan 30, 2020
BUY
$53.71 - $60.35 $1,611 - $1,810
30 Added 1.6%
1,903 $229,000
Q2 2019

Aug 06, 2019
BUY
N/A
1,873 New
1,873 $206,000

Others Institutions Holding DSI

# of Institutions
614
Shares Held
27.6M
Call Options Held
3.1K
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 Edmonds Duncan Registered Investment Advisors, LLC Portfolio

Follow Edmonds Duncan Registered Investment Advisors, 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 Edmonds Duncan Registered Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edmonds Duncan Registered Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email