Horst & Graben Wealth Management LLC Ishares Msci Kld 400 Social Et Transaction History

Horst & Graben Wealth Management LLC

  • $536 Million
  • Q3 2024

A detailed history of Horst & Graben Wealth Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Horst & Graben Wealth Management LLC holds 33,117 shares of DSI stock, worth $3.69 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
33,117
Previous 35,956 7.9%
Holding current value
$3.69 Million
Previous $3.73 Million 3.54%
% of portfolio
0.67%
Previous 0.73%

Shares

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

Oct 21, 2024
SELL
$97.81 - $108.79 $277,682 - $308,854
-2,839 Reduced 7.9%
33,117 $3.6 Million
Q2 2024

Jul 23, 2024
BUY
$94.27 - $104.77 $1,696 - $1,885
18 Added 0.05%
35,956 $3.73 Million
Q1 2024

Apr 22, 2024
BUY
$89.27 - $100.81 $228,620 - $258,174
2,561 Added 7.67%
35,938 $3.62 Million
Q4 2023

Jan 29, 2024
BUY
$77.74 - $91.23 $220,548 - $258,819
2,837 Added 9.29%
33,377 $3.04 Million
Q3 2023

Oct 24, 2023
SELL
$80.77 - $87.25 $203,540 - $219,870
-2,520 Reduced 7.62%
30,540 $2.49 Million
Q2 2023

Jul 25, 2023
SELL
$76.24 - $84.24 $18,373 - $20,301
-241 Reduced 0.72%
33,060 $2.78 Million
Q1 2023

Apr 28, 2023
SELL
$71.07 - $79.2 $121,458 - $135,352
-1,709 Reduced 4.88%
33,301 $2.6 Million
Q4 2022

Jan 24, 2023
BUY
$66.36 - $76.94 $73,725 - $85,480
1,111 Added 3.28%
35,010 $0
Q3 2022

Oct 24, 2022
BUY
$66.97 - $81.69 $93,021 - $113,467
1,389 Added 4.27%
33,899 $2.27 Million
Q2 2022

Aug 01, 2022
BUY
$69.6 - $87.62 $1.74 Million - $2.19 Million
25,008 Added 333.35%
32,510 $2.34 Million
Q1 2022

Apr 27, 2022
BUY
$79.44 - $93.34 $595,958 - $700,236
7,502 New
7,502 $650,000
Q3 2021

Nov 02, 2021
SELL
$82.17 - $87.81 $648,567 - $693,084
-7,893 Closed
0 $0
Q2 2021

Jul 20, 2021
SELL
$77.33 - $82.83 $328,188 - $351,530
-4,244 Reduced 34.97%
7,893 $654,000
Q1 2021

Apr 20, 2021
SELL
$70.61 - $76.36 $178,078 - $192,579
-2,522 Reduced 17.2%
12,137 $927,000
Q4 2020

Jan 12, 2021
BUY
$62.23 - $71.54 $498,088 - $572,606
8,004 Added 120.27%
14,659 $1.05 Million
Q3 2020

Oct 13, 2020
BUY
$59.39 - $68.32 $395,240 - $454,669
6,655 New
6,655 $851,000

Others Institutions Holding DSI

# of Institutions
574
Shares Held
26M
Call Options Held
3K
Put Options Held
800
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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