Gateway Wealth Partners, LLC Ishares Msci Kld 400 Social Et Transaction History

Gateway Wealth Partners, LLC

$527 Billion
Q2 2025

A detailed history of Gateway Wealth Partners, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 2,592 shares of DSI stock, worth $328,432. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,592

Previous 2,558 1.33%

Holding current value

$328,432

Previous $262 Million 14.92%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$91.62 - $116.16 $3,115 - $3,949	34 Added 1.33%	2,592 $301 Million
Q1 2025 Apr 30, 2025	BUY	$101.98 - $115.66 $33,857 - $38,399	332 Added 14.91%	2,558 $262 Million
Q4 2024 Jan 22, 2025	SELL	$107.41 - $115.71 $47,582 - $51,259	-443 Reduced 16.6%	2,226 $245 Million
Q3 2024 Oct 24, 2024	SELL	$97.81 - $108.79 $27,093 - $30,134	-277 Reduced 9.4%	2,669 $290 Million
Q2 2024 Aug 16, 2024	BUY	$94.27 - $104.77 $27,903 - $31,011	296 Added 11.17%	2,946 $306 Million
Q1 2024 May 14, 2024	SELL	$89.27 - $100.81 $17,586 - $19,859	-197 Reduced 6.92%	2,650 $267 Million
Q4 2023 Feb 13, 2024	BUY	$77.74 - $91.23 $27,908 - $32,751	359 Added 14.43%	2,847 $259 Million
Q3 2023 Nov 14, 2023	BUY	$80.77 - $87.25 $200,955 - $217,078	2,488 New	2,488 $203 Million

Others Institutions Holding DSI

# of Institutions

629

Shares Held

24.9M

Call Options Held

Put Options Held

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About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

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Gateway Wealth Partners, LLC Ishares Msci Kld 400 Social Et Transaction History