Gladstone Institutional Advisory LLC Ishares Msci Kld 400 Social Et Transaction History

Gladstone Institutional Advisory LLC

  • $2.5 Billion
  • Q3 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 2,086 shares of DSI stock, worth $262,689. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,086
Previous 2,079 0.34%
Holding current value
$262,689
Previous $212,000 23.58%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 22, 2025
BUY
$115.96 - $125.95 $811 - $881
7 Added 0.34%
2,086 $262,000
Q1 2025

May 15, 2025
BUY
$101.98 - $115.66 $509 - $578
5 Added 0.24%
2,079 $212,000
Q4 2024

Jan 29, 2025
BUY
$107.41 - $115.71 $537 - $578
5 Added 0.24%
2,074 $228,000
Q3 2024

Oct 28, 2024
BUY
$97.81 - $108.79 $202,368 - $225,086
2,069 New
2,069 $225,000

Others Institutions Holding DSI

# of Institutions
639
Shares Held
24.7M
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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