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

Gen Wealth Partners Inc

  • $259 Billion
  • Q2 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 2,956 shares of DSI stock, worth $374,554. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,956
Previous 3,059 3.37%
Holding current value
$374,554
Previous $313 Million 9.61%
% of portfolio
0.13%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
629
Shares Held
24.9M
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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