A detailed history of Ica Group Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 768 shares of DSI stock, worth $81,469. This represents 0.02% of its overall portfolio holdings.

Number of Shares
768
Previous 740 3.78%
Holding current value
$81,469
Previous $67,000 14.93%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$89.27 - $100.81 $2,499 - $2,822
28 Added 3.78%
768 $77,000
Q4 2023

Mar 07, 2024

BUY
$77.74 - $91.23 $57,527 - $67,510
740 New
740 $67,000
Q2 2023

Aug 11, 2023

BUY
$76.24 - $84.24 $60,382 - $66,718
792 New
792 $66,000
Q4 2022

Feb 14, 2023

BUY
$69.01 - $76.94 $14,009 - $15,618
203 New
203 $14,000

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


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