Gen Wealth Partners Inc Ishares Msci Kld 400 Social Et Transaction History

Gen Wealth Partners Inc

$296 Billion
Q3 2025

A detailed history of Gen Wealth Partners Inc transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Gen Wealth Partners Inc holds 3,022 shares of DSI stock, worth $383,159. This represents 0.13% of its overall portfolio holdings.

Number of Shares

3,022

Previous 2,956 2.23%

Holding current value

$383,159

Previous $343 Million 10.85%

% of portfolio

0.13%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$115.96 - $125.95 $7,653 - $8,312	66 Added 2.23%	3,022 $381 Million
Q2 2025 Aug 14, 2025	SELL	$91.62 - $116.16 $9,436 - $11,964	-103 Reduced 3.37%	2,956 $343 Million
Q1 2025 May 13, 2025	SELL	$101.98 - $115.66 $12,237 - $13,879	-120 Reduced 3.77%	3,059 $313 Million
Q4 2024 Feb 14, 2025	SELL	$107.41 - $115.71 $79,375 - $85,509	-739 Reduced 18.86%	3,179 $350 Million
Q3 2024 Nov 13, 2024	BUY	$97.81 - $108.79 $30,125 - $33,507	308 Added 8.53%	3,918 $432 Million

Q2 2024 Aug 13, 2024	BUY	$94.27 - $104.77 $9,709 - $10,791	103 Added 2.94%	3,610 $375 Million
Q1 2024 May 15, 2024	BUY	$89.27 - $100.81 $313,069 - $353,540	3,507 New	3,507 $354 Million

Others Institutions Holding DSI

# of Institutions

643

Shares Held

24.4M

Call Options Held

Put Options Held

2.5K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

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Gen Wealth Partners Inc Ishares Msci Kld 400 Social Et Transaction History