Idaho Trust Bank Ishares Msci Kld 400 Social Et Transaction History

Idaho Trust Bank

$104 Billion
Q1 2024

A detailed history of Idaho Trust Bank transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Idaho Trust Bank holds 14,733 shares of DSI stock, worth $1.53 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

14,733

Holding current value

$1.53 Million

% of portfolio

1.43%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 03, 2024	BUY	$89.27 - $100.81 $1.32 Million - $1.49 Million	14,733 New	14,733 $1.49 Billion

Others Institutions Holding DSI

# of Institutions

531

Shares Held

25.4M

Call Options Held

Put Options Held

400

Morgan Stanley New York, NY

4.55M
Shares

$473 Million
0.04% of portfolio
Envestnet Asset Management Inc

2.42M
Shares

$251 Million
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

1.63M
Shares

$169 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.57M
Shares

$163 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.01M
Shares

$104 Million
0.03% of portfolio

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
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