Gould Asset Management LLC Ishares Msci Kld 400 Social Et Transaction History

Gould Asset Management LLC

  • $507 Million
  • Q2 2025

A detailed history of Gould Asset Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Gould Asset Management LLC holds 5,182 shares of DSI stock, worth $656,611. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,182
Previous 5,132 0.97%
Holding current value
$656,611
Previous $525,000 14.48%
% of portfolio
0.12%
Previous 0.11%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$91.62 - $116.16 $4,581 - $5,808
50 Added 0.97%
5,182 $601,000
Q1 2025

May 01, 2025
SELL
$101.98 - $115.66 $509 - $578
-5 Reduced 0.1%
5,132 $525,000
Q4 2024

Feb 07, 2025
BUY
$107.41 - $115.71 $78,946 - $85,046
735 Added 16.7%
5,137 $566,000
Q3 2024

Nov 12, 2024
BUY
$97.81 - $108.79 $5,868 - $6,527
60 Added 1.38%
4,402 $478,000
Q2 2024

Aug 05, 2024
SELL
$94.27 - $104.77 $5,184 - $5,762
-55 Reduced 1.25%
4,342 $450,000
Q1 2024

May 03, 2024
SELL
$89.27 - $100.81 $3,570 - $4,032
-40 Reduced 0.9%
4,397 $443,000
Q3 2023

Oct 23, 2023
BUY
$80.77 - $87.25 $10,823 - $11,691
134 Added 3.11%
4,437 $361,000
Q2 2023

Aug 07, 2023
BUY
$76.24 - $84.24 $87,294 - $96,454
1,145 Added 36.26%
4,303 $362,000
Q1 2023

May 01, 2023
SELL
$71.07 - $79.2 $15,990 - $17,820
-225 Reduced 6.65%
3,158 $246,000
Q3 2022

Nov 14, 2022
SELL
$66.97 - $81.69 $9,375 - $11,436
-140 Reduced 3.97%
3,383 $227,000
Q1 2022

May 13, 2022
SELL
$79.44 - $93.34 $18,668 - $21,934
-235 Reduced 6.25%
3,523 $305,000
Q4 2021

Feb 02, 2022
BUY
$83.4 - $93.49 $11,676 - $13,088
140 Added 3.87%
3,758 $349,000
Q2 2021

Aug 05, 2021
SELL
$77.33 - $82.83 $14,692 - $15,737
-190 Reduced 4.99%
3,618 $300,000
Q4 2020

Feb 02, 2021
BUY
$62.23 - $71.54 $114,129 - $131,204
1,834 Added 92.91%
3,808 $272,000
Q3 2020

Nov 05, 2020
SELL
$59.39 - $68.32 $10,987 - $12,639
-185 Reduced 8.57%
1,974 $253,000
Q1 2020

Apr 23, 2020
SELL
$42.17 - $63.99 $43,856 - $66,549
-1,040 Reduced 32.51%
2,159 $210,000
Q3 2019

Nov 12, 2019
SELL
$55.16 - $56.18 $4,964 - $5,056
-90 Reduced 2.74%
3,199 $355,000
Q2 2019

Jul 31, 2019
BUY
N/A
690 Added 26.55%
3,289 $360,000
Q4 2018

Feb 04, 2019
BUY
N/A
230 Added 9.71%
2,599 $242,000
Q3 2018

Nov 08, 2018
BUY
N/A
2,369 New
2,369 $253,000

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
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More about DSI
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