Essential Planning, Llc. Ishares Msci Kld 400 Social Et Transaction History

Essential Planning, Llc.

  • $248 Billion
  • Q1 2025

A detailed history of Essential Planning, Llc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Essential Planning, Llc. holds 3,509 shares of DSI stock, worth $418,027. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,509
Previous 233,601 98.5%
Holding current value
$418,027
Previous $25.8 Million 1295.34%
% of portfolio
0.14%
Previous 0.17%

Shares

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

May 08, 2025
SELL
$101.98 - $115.66 $23.5 Million - $26.6 Million
-230,092 Reduced 98.5%
3,509 $359 Million
Q4 2024

Feb 07, 2025
BUY
$107.41 - $115.71 $24.7 Million - $26.6 Million
229,904 Added 6218.66%
233,601 $25.8 Million
Q3 2024

Nov 07, 2024
SELL
$97.81 - $108.79 $20,735 - $23,063
-212 Reduced 5.42%
3,697 $402,000
Q2 2024

Aug 14, 2024
BUY
$94.27 - $104.77 $368,501 - $409,545
3,909 New
3,909 $405,000
Q3 2023

Nov 08, 2023
BUY
$80.77 - $87.25 $3,553 - $3,839
44 Added 1.76%
2,541 $206,000
Q2 2023

Aug 10, 2023
BUY
$76.24 - $84.24 $190,371 - $210,347
2,497 New
2,497 $210,000

Others Institutions Holding DSI

# of Institutions
618
Shares Held
25.2M
Call Options Held
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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