Ellevest, Inc. Ishares Msci Kld 400 Social Et Transaction History

Ellevest, Inc.

  • $608 Million
  • Q2 2025

A detailed history of Ellevest, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Ellevest, Inc. holds 4,713 shares of DSI stock, worth $593,508. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,713
Previous 4,713 -0.0%
Holding current value
$593,508
Previous $482,000 13.49%
% of portfolio
0.09%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$94.27 - $104.77 $6,975 - $7,752
74 Added 1.6%
4,713 $489,000
Q4 2023

Feb 06, 2024
SELL
$77.74 - $91.23 $84,658 - $99,349
-1,089 Reduced 19.01%
4,639 $422,000
Q2 2023

Aug 09, 2023
BUY
$76.24 - $84.24 $436,702 - $482,526
5,728 New
5,728 $482,000
Q1 2020

Apr 13, 2020
SELL
$42.17 - $63.99 $31,880 - $48,376
-756 Closed
0 $0
Q4 2019

Feb 05, 2020
BUY
$53.71 - $60.35 $40,604 - $45,624
756 New
756 $91,000

Others Institutions Holding DSI

# of Institutions
639
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
Track This Portfolio

Track Ellevest, Inc. Portfolio

Follow Ellevest, Inc. 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 Ellevest, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ellevest, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email