Evergreen Private Wealth LLC Ishares Msci Kld 400 Social Et Transaction History

Evergreen Private Wealth LLC

  • $214 Billion
  • Q1 2025

A detailed history of Evergreen Private Wealth LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 1,355 shares of DSI stock, worth $137,911. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,355
Previous 1,358 0.22%
Holding current value
$137,911
Previous $150 Million 7.32%
% of portfolio
0.06%
Previous 0.07%

Shares

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

May 01, 2025
SELL
$101.98 - $115.66 $305 - $346
-3 Reduced 0.22%
1,355 $139 Million
Q2 2024

Aug 12, 2024
SELL
$94.27 - $104.77 $565 - $628
-6 Reduced 0.44%
1,358 $141 Million
Q1 2024

Apr 16, 2024
BUY
$89.27 - $100.81 $21,960 - $24,799
246 Added 22.0%
1,364 $138 Million
Q4 2023

Feb 08, 2024
BUY
$77.74 - $91.23 $86,913 - $101,995
1,118 New
1,118 $102 Million

Others Institutions Holding DSI

# of Institutions
614
Shares Held
27.4M
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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