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

Envestnet Portfolio Solutions, Inc.

  • $23.7 Billion
  • Q1 2025

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 445,608 shares of DSI stock, worth $43 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
445,608
Previous 566,551 21.35%
Holding current value
$43 Million
Previous $62.5 Million 26.94%
% of portfolio
0.19%
Previous 0.22%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$101.98 - $115.66 $12.3 Million - $14 Million
-120,943 Reduced 21.35%
445,608 $45.6 Million
Q4 2024

Feb 10, 2025
SELL
$107.41 - $115.71 $5.45 Million - $5.87 Million
-50,694 Reduced 8.21%
566,551 $62.5 Million
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
614
Shares Held
27.5M
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
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