Envestnet Portfolio Solutions, Inc. Ishares Msci Kld 400 Social Et Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 617,245 shares of DSI stock, worth $68.9 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
617,245
Previous 697,971 11.57%
Holding current value
$68.9 Million
Previous $72.5 Million 7.36%
% of portfolio
0.24%
Previous 0.28%

Shares

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

Oct 31, 2024
SELL
$97.81 - $108.79 $7.9 Million - $8.78 Million
-80,726 Reduced 11.57%
617,245 $67.2 Million
Q2 2024

Jul 16, 2024
SELL
$94.27 - $104.77 $450,893 - $501,114
-4,783 Reduced 0.68%
697,971 $72.5 Million
Q1 2024

May 06, 2024
SELL
$89.27 - $100.81 $4.45 Million - $5.02 Million
-49,797 Reduced 6.62%
702,754 $70.8 Million
Q4 2023

Feb 07, 2024
BUY
$77.74 - $91.23 $7.47 Million - $8.77 Million
96,140 Added 14.65%
752,551 $68.5 Million
Q3 2023

Nov 13, 2023
BUY
$80.77 - $87.25 $53 Million - $57.3 Million
656,411 New
656,411 $53.4 Million

Others Institutions Holding DSI

# of Institutions
572
Shares Held
26M
Call Options Held
3K
Put Options Held
800
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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