A detailed history of Great Valley Advisor Group, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 2,822 shares of DSI stock, worth $317,757. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,822
Previous 2,618 7.79%
Holding current value
$317,757
Previous $271,000 13.28%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$97.81 - $108.79 $19,953 - $22,193
204 Added 7.79%
2,822 $307,000
Q2 2024

Jul 16, 2024

BUY
$94.27 - $104.77 $6,316 - $7,019
67 Added 2.63%
2,618 $271,000
Q4 2023

Feb 05, 2024

BUY
$77.74 - $91.23 $198,314 - $232,727
2,551 New
2,551 $232,000

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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