Ep Wealth Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 18,871 shares of DSI stock, worth $2.39 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
18,871
Previous 15,084 25.11%
Holding current value
$2.39 Million
Previous $1.54 Million 41.97%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Aug 14, 2025
BUY
$91.62 - $116.16 $346,964 - $439,897
3,787 Added 25.11%
18,871 $2.19 Million
Q1 2025

May 15, 2025
BUY
$101.98 - $115.66 $17,438 - $19,777
171 Added 1.15%
15,084 $1.54 Million
Q4 2024

Feb 13, 2025
SELL
$107.41 - $115.71 $19,226 - $20,712
-179 Reduced 1.19%
14,913 $1.64 Million
Q3 2024

Nov 14, 2024
BUY
$97.81 - $108.79 $112,970 - $125,652
1,155 Added 8.29%
15,092 $1.64 Million
Q2 2024

Aug 19, 2024
SELL
$94.27 - $104.77 $119,440 - $132,743
-1,267 Reduced 8.33%
13,937 $1.45 Million
Q1 2024

May 14, 2024
SELL
$89.27 - $100.81 $41,421 - $46,775
-464 Reduced 2.96%
15,204 $1.53 Million
Q4 2023

Feb 28, 2024
SELL
$77.74 - $91.23 $44,000 - $51,636
-566 Reduced 3.49%
15,668 $1.43 Million
Q3 2023

Nov 22, 2023
BUY
$80.77 - $87.25 $553,032 - $597,400
6,847 Added 72.94%
16,234 $1.32 Million
Q2 2023

Aug 14, 2023
SELL
$76.24 - $84.24 $520,490 - $575,106
-6,827 Reduced 42.11%
9,387 $790,000
Q1 2023

Jun 05, 2023
BUY
$71.07 - $79.2 $1.15 Million - $1.28 Million
16,214 New
16,214 $1.26 Million
Q4 2022

Jun 12, 2023
SELL
$66.36 - $76.94 $788,356 - $914,047
-11,880 Reduced 73.27%
4,334 $311,000
Q1 2022

May 20, 2022
SELL
$79.44 - $93.34 $27,247 - $32,015
-343 Reduced 7.33%
4,334 $375,000
Q4 2021

Feb 17, 2022
BUY
$83.4 - $93.49 $83 - $93
1 Added 0.02%
4,677 $435,000
Q3 2021

Nov 23, 2021
SELL
$82.17 - $87.81 $850,870 - $909,272
-10,355 Reduced 68.89%
4,676 $389,000
Q3 2021

Nov 16, 2021
BUY
$82.17 - $87.81 $878,972 - $939,303
10,697 Added 246.82%
15,031 $389,000
Q1 2021

May 17, 2021
SELL
$70.61 - $76.36 $4,660 - $5,039
-66 Reduced 1.5%
4,334 $331,000
Q4 2020

Feb 18, 2021
BUY
$62.23 - $71.54 $162,295 - $186,576
2,608 Added 145.54%
4,400 $315,000
Q3 2020

Nov 17, 2020
BUY
$59.39 - $68.32 $106,426 - $122,429
1,792 New
1,792 $229,000
Q2 2020

Aug 14, 2020
BUY
$46.66 - $61.22 $0 - $0
0 New
0 $211,000
Q1 2020

May 18, 2020
SELL
$42.17 - $63.99 $75,568 - $114,670
-1,792 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$53.71 - $60.35 $96,248 - $108,147
1,792 New
1,792 $215,000

Others Institutions Holding DSI

# of Institutions
640
Shares Held
24.6M
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
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