Gradient Investments LLC Ishares Msci Kld 400 Social Et Transaction History

Gradient Investments LLC

  • $3.78 Billion
  • Q4 2024

A detailed history of Gradient Investments LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Gradient Investments LLC holds 52,044 shares of DSI stock, worth $5.4 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
52,044
Previous 51,839 0.4%
Holding current value
$5.4 Million
Previous $5.64 Million 1.74%
% of portfolio
0.15%
Previous 0.15%

Shares

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

Jan 21, 2025
BUY
$107.41 - $115.71 $22,019 - $23,720
205 Added 0.4%
52,044 $5.74 Million
Q3 2024

Oct 15, 2024
SELL
$97.81 - $108.79 $77,661 - $86,379
-794 Reduced 1.51%
51,839 $5.64 Million
Q2 2024

Jul 18, 2024
BUY
$94.27 - $104.77 $52,979 - $58,880
562 Added 1.08%
52,633 $5.47 Million
Q1 2024

Apr 23, 2024
BUY
$89.27 - $100.81 $114,265 - $129,036
1,280 Added 2.52%
52,071 $5.25 Million
Q4 2023

Jan 18, 2024
SELL
$77.74 - $91.23 $95,076 - $111,574
-1,223 Reduced 2.35%
50,791 $4.62 Million
Q3 2023

Oct 27, 2023
SELL
$80.77 - $87.25 $64,292 - $69,451
-796 Reduced 1.51%
52,014 $4.23 Million
Q2 2023

Jul 11, 2023
SELL
$76.24 - $84.24 $395,685 - $437,205
-5,190 Reduced 8.95%
52,810 $4.45 Million
Q1 2023

Apr 17, 2023
SELL
$71.07 - $79.2 $471,762 - $525,729
-6,638 Reduced 10.27%
58,000 $4.52 Million
Q4 2022

Jan 10, 2023
SELL
$66.36 - $76.94 $981,066 - $1.14 Million
-14,784 Reduced 18.61%
64,638 $0
Q3 2022

Oct 14, 2022
SELL
$66.97 - $81.69 $3.78 Million - $4.61 Million
-56,450 Reduced 41.55%
79,422 $5.32 Million
Q2 2022

Jul 11, 2022
SELL
$69.6 - $87.62 $1.17 Million - $1.47 Million
-16,766 Reduced 10.98%
135,872 $9.77 Million
Q1 2022

May 26, 2022
SELL
$79.44 - $93.34 $533,519 - $626,871
-6,716 Reduced 4.21%
152,638 $13.2 Million
Q4 2021

Jan 12, 2022
BUY
$83.4 - $93.49 $5.16 Million - $5.78 Million
61,855 Added 63.44%
159,354 $14.8 Million
Q3 2021

Oct 18, 2021
BUY
$82.17 - $87.81 $1.94 Million - $2.07 Million
23,628 Added 31.99%
97,499 $8.11 Million
Q2 2021

Jul 12, 2021
SELL
$77.33 - $82.83 $4.27 Million - $4.58 Million
-55,279 Reduced 42.8%
73,871 $6.12 Million
Q1 2021

Apr 21, 2021
BUY
$70.61 - $76.36 $8.29 Million - $8.96 Million
117,375 Added 996.82%
129,150 $9.86 Million
Q3 2020

Oct 06, 2020
BUY
$59.39 - $68.32 $52,381 - $60,258
882 Added 8.1%
11,775 $1.51 Million
Q2 2020

Jul 10, 2020
BUY
$46.66 - $61.22 $7,745 - $10,162
166 Added 1.55%
10,893 $1.29 Million
Q1 2020

Apr 07, 2020
BUY
$42.17 - $63.99 $35,211 - $53,431
835 Added 8.44%
10,727 $1.05 Million
Q4 2019

Jan 15, 2020
SELL
$53.71 - $60.35 $202,701 - $227,760
-3,774 Reduced 27.62%
9,892 $1.19 Million
Q3 2019

Oct 10, 2019
SELL
$55.16 - $56.18 $9,377 - $9,550
-170 Reduced 1.23%
13,666 $1.52 Million
Q2 2019

Jul 16, 2019
BUY
N/A
714 Added 5.44%
13,836 $1.51 Million
Q1 2019

Apr 11, 2019
BUY
N/A
3,297 Added 33.56%
13,122 $1.38 Million
Q4 2018

Jan 18, 2019
BUY
N/A
9,784 Added 23863.41%
9,825 $914,000
Q3 2018

Oct 11, 2018
SELL
N/A
-5,827 Reduced 99.3%
41 $4,000
Q2 2018

Aug 09, 2018
SELL
N/A
-74 Reduced 1.25%
5,868 $592,000
Q1 2018

Apr 11, 2018
BUY
N/A
834 Added 16.33%
5,942 $581,000
Q4 2017

Feb 07, 2018
BUY
N/A
13 Added 0.26%
5,108 $502,000
Q3 2017

Oct 16, 2017
BUY
N/A
5,095
5,095 $473,000

Others Institutions Holding DSI

# of Institutions
615
Shares Held
27.6M
Call Options Held
3.1K
Put Options Held
1.6K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

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