Heck Capital Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Heck Capital Advisors, LLC

$1.16 Trillion
Q2 2025

A detailed history of Heck Capital Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Heck Capital Advisors, LLC holds 3,683 shares of DSI stock, worth $443,691. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,683

Previous 3,427 7.47%

Holding current value

$443,691

Previous $351 Million 21.9%

% of portfolio

0.04%

Previous 0.04%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$91.62 - $116.16 $23,454 - $29,736	256 Added 7.47%	3,683 $428 Million
Q1 2025 May 12, 2025	BUY	$101.98 - $115.66 $349,485 - $396,366	3,427 New	3,427 $351 Million
Q4 2024 May 13, 2025	BUY	$107.41 - $115.71 $496,341 - $534,695	4,621 Added 134.84%	8,048 $887 Million
Q4 2024 Jan 23, 2025	BUY	$107.41 - $115.71 $1.27 Million - $1.37 Million	11,811 New	11,811 $1.3 Billion
Q3 2024 May 19, 2025	SELL	$97.81 - $108.79 $58,294 - $64,838	-596 Reduced 6.83%	8,133 $885 Million
Q2 2024 May 19, 2025	BUY	$94.27 - $104.77 $26,961 - $29,964	286 Added 3.39%	8,729 $906 Million
Q1 2024 May 19, 2025	SELL	$89.27 - $100.81 $4,017 - $4,536	-45 Reduced 0.53%	8,443 $851 Million
Q4 2023 May 19, 2025	SELL	$77.74 - $91.23 $13,526 - $15,874	-174 Reduced 2.01%	8,488 $773 Million
Q3 2023 May 19, 2025	BUY	$80.77 - $87.25 $422,830 - $456,753	5,235 Added 152.76%	8,662 $705 Million
Q2 2023 May 19, 2025	SELL	$76.24 - $84.24 $3,659 - $4,043	-48 Reduced 0.59%	8,131 $684 Million
Q1 2023 May 19, 2025	BUY	$71.07 - $79.2 $127,712 - $142,322	1,797 Added 28.16%	8,179 $638 Million
Q4 2022 May 19, 2025	SELL	$66.36 - $76.94 $136,767 - $158,573	-2,061 Reduced 24.41%	6,382 $458 Million
Q3 2022 May 20, 2025	BUY	$66.97 - $81.69 $381,059 - $464,816	5,690 Added 166.03%	9,117 $611 Million
Q3 2022 May 19, 2025	SELL	$66.97 - $81.69 $33,685 - $41,090	-503 Reduced 5.62%	8,443 $851 Million
Q2 2022 May 19, 2025	SELL	$69.6 - $87.62 $72,732 - $91,562	-1,045 Reduced 10.46%	8,946 $643 Million
Q1 2022 May 19, 2025	BUY	$79.44 - $93.34 $521,444 - $612,683	6,564 Added 191.54%	9,991 $865 Million
Q4 2021 May 19, 2025	BUY	$83.4 - $93.49 $38,697 - $43,379	464 Added 4.6%	10,556 $981 Million
Q3 2021 May 19, 2025	BUY	$82.17 - $87.81 $20,953 - $22,391	255 Added 2.59%	10,092 $840 Million
Q2 2021 May 19, 2025	SELL	$77.33 - $82.83 $9,124 - $9,773	-118 Reduced 1.19%	9,837 $815 Million
Q1 2021 May 19, 2025	BUY	$70.61 - $76.36 $227,717 - $246,261	3,225 Added 47.92%	9,955 $760 Million
Q4 2020 May 19, 2025	BUY	$62.23 - $71.54 $304,055 - $349,544	4,886 Added 264.97%	6,730 $481 Million
Q3 2020 May 19, 2025	SELL	$59.39 - $68.32 $94,014 - $108,150	-1,583 Reduced 46.19%	1,844 $236 Million
Q2 2020 May 19, 2025	BUY	$46.66 - $61.22 $4,945 - $6,489	106 Added 6.2%	1,817 $214 Million
Q1 2020 May 19, 2025	SELL	$42.17 - $63.99 $8,560 - $12,989	-203 Reduced 10.61%	1,711 $167 Million
Q4 2019 May 19, 2025	BUY	$53.71 - $60.35 $6,069 - $6,819	113 Added 6.27%	1,914 $230 Million
Q3 2019 May 19, 2025	SELL	$55.16 - $56.18 $67,074 - $68,314	-1,216 Reduced 40.3%	1,801 $200 Million
Q2 2019 May 19, 2025	BUY	N/A	179 Added 6.31%	3,017 $330 Million
Q1 2019 May 19, 2025	SELL	N/A	-589 Reduced 17.19%	2,838 $299 Million
Q2 2018 May 19, 2025	BUY	N/A	999 Added 77.74%	2,284 $231 Million
Q1 2018 May 19, 2025	BUY	N/A	762 Added 145.7%	1,285 $126 Million
Q4 2017 May 19, 2025	BUY	N/A	380 Added 265.73%	523 $51.4 Million
Q3 2017 May 19, 2025	SELL	N/A	-3,284	143 $13.3 Million

Others Institutions Holding DSI

# of Institutions

626

Shares Held

25M

Call Options Held

Put Options Held

1.6K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heck Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heck Capital Advisors, LLC with notifications on news.

Account

Heck Capital Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History