Gps Wealth Strategies Group, LLC Ishares Msci Kld 400 Social Et Transaction History

Gps Wealth Strategies Group, LLC

  • $747 Million
  • Q4 2024

A detailed history of Gps Wealth Strategies Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 2,345 shares of DSI stock, worth $260,060. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,345
Previous 2,344 0.04%
Holding current value
$260,060
Previous $255,000 1.18%
% of portfolio
0.03%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$107.41 - $115.71 $107 - $115
1 Added 0.04%
2,345 $258,000
Q3 2024

Oct 29, 2024
BUY
$97.81 - $108.79 $97 - $108
1 Added 0.04%
2,344 $255,000
Q2 2024

Jul 16, 2024
BUY
$94.27 - $104.77 $29,223 - $32,478
310 Added 15.25%
2,343 $243,000
Q4 2023

Jan 12, 2024
BUY
$77.74 - $91.23 $3,109 - $3,649
40 Added 2.01%
2,033 $185,000
Q2 2023

Jul 17, 2023
SELL
$76.24 - $84.24 $23,405 - $25,861
-307 Reduced 13.35%
1,993 $167,000
Q1 2023

Apr 17, 2023
BUY
$71.07 - $79.2 $163,460 - $182,160
2,300 New
2,300 $179,000
Q3 2022

Oct 17, 2022
BUY
$66.97 - $81.69 $468 - $571
7 Added 0.36%
1,975 $132,000
Q2 2022

Jul 19, 2022
BUY
$69.6 - $87.62 $208 - $262
3 Added 0.15%
1,968 $142,000
Q1 2022

Apr 20, 2022
BUY
$79.44 - $93.34 $88,813 - $104,354
1,118 Added 132.0%
1,965 $170,000
Q4 2021

Feb 11, 2022
BUY
$83.4 - $93.49 $2,168 - $2,430
26 Added 3.17%
847 $79,000
Q3 2021

Oct 20, 2021
BUY
$82.17 - $87.81 $2,136 - $2,283
26 Added 3.27%
821 $68,000
Q2 2021

Jul 19, 2021
BUY
$77.33 - $82.83 $77 - $82
1 Added 0.13%
795 $66,000
Q1 2021

Apr 15, 2021
BUY
$70.61 - $76.36 $56,064 - $60,629
794 New
794 $60,000

Others Institutions Holding DSI

# of Institutions
612
Shares Held
28M
Call Options Held
3.1K
Put Options Held
1.6K
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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