Evolution Wealth Management Inc. Ishares Msci Kld 400 Social Et Transaction History

Evolution Wealth Management Inc.

  • $97.4 Billion
  • Q3 2025

A detailed history of Evolution Wealth Management Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Evolution Wealth Management Inc. holds 395 shares of DSI stock, worth $50,082. This represents 0.05% of its overall portfolio holdings.

Number of Shares
395
Previous 375 5.33%
Holding current value
$50,082
Previous $43.6 Million 14.21%
% of portfolio
0.05%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$115.96 - $125.95 $2,319 - $2,519
20 Added 5.33%
395 $49.8 Million
Q2 2025

Aug 29, 2025
BUY
$91.62 - $116.16 $34,357 - $43,560
375 New
375 $43.6 Million

Others Institutions Holding DSI

# of Institutions
643
Shares Held
24.4M
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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