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

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,986 shares of DSI stock, worth $753,816. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,986
Previous 6,226 3.85%
Holding current value
$753,816
Previous $637,000 9.11%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Aug 13, 2025
SELL
$91.62 - $116.16 $21,988 - $27,878
-240 Reduced 3.85%
5,986 $695,000
Q1 2025

May 13, 2025
SELL
$101.98 - $115.66 $65,063 - $73,791
-638 Reduced 9.29%
6,226 $637,000
Q4 2024

Feb 07, 2025
SELL
$107.41 - $115.71 $58,323 - $62,830
-543 Reduced 7.33%
6,864 $756,000
Q3 2024

Nov 08, 2024
SELL
$97.81 - $108.79 $79,128 - $88,011
-809 Reduced 9.85%
7,407 $805,000
Q2 2024

Aug 13, 2024
BUY
$94.27 - $104.77 $680,063 - $755,810
7,214 Added 719.96%
8,216 $853,000
Q4 2023

Feb 09, 2024
BUY
$77.74 - $91.23 $11,427 - $13,410
147 Added 17.19%
1,002 $91,000
Q3 2023

Nov 03, 2023
SELL
$80.77 - $87.25 $888 - $959
-11 Reduced 1.27%
855 $69,000
Q1 2023

May 11, 2023
SELL
$71.07 - $79.2 $19,117 - $21,304
-269 Reduced 23.7%
866 $67,000
Q4 2022

Feb 09, 2023
SELL
$66.36 - $76.94 $204,786 - $237,436
-3,086 Reduced 73.11%
1,135 $81,000
Q3 2022

Nov 07, 2022
SELL
$66.97 - $81.69 $10,380 - $12,661
-155 Reduced 3.54%
4,221 $283,000
Q2 2022

Aug 01, 2022
BUY
$69.6 - $87.62 $60,691 - $76,404
872 Added 24.89%
4,376 $315,000
Q1 2022

May 25, 2022
BUY
$79.44 - $93.34 $122,575 - $144,023
1,543 Added 78.68%
3,504 $303,000
Q4 2021

Feb 07, 2022
BUY
$83.4 - $93.49 $163,547 - $183,333
1,961 New
1,961 $182,000

Others Institutions Holding DSI

# of Institutions
631
Shares Held
24.7M
Call Options Held
0
Put Options Held
0
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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