Ima Wealth, Inc. Ishares Msci Kld 400 Social Et Transaction History

Ima Wealth, Inc.

  • $914 Million
  • Q2 2025

A detailed history of Ima Wealth, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Ima Wealth, Inc. holds 402,011 shares of DSI stock, worth $48.1 Million. This represents 5.11% of its overall portfolio holdings.

Number of Shares
402,011
Previous 416,825 3.55%
Holding current value
$48.1 Million
Previous $42.7 Million 9.39%
% of portfolio
5.11%
Previous 5.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$91.62 - $116.16 $1.36 Million - $1.72 Million
-14,814 Reduced 3.55%
402,011 $46.7 Million
Q1 2025

May 06, 2025
SELL
$101.98 - $115.66 $44.4 Million - $50.3 Million
-434,899 Reduced 51.06%
416,825 $42.7 Million
Q4 2024

Feb 14, 2025
BUY
$107.41 - $115.71 $91.5 Million - $98.6 Million
851,724 New
851,724 $93.9 Million

Others Institutions Holding DSI

# of Institutions
623
Shares Held
25.1M
Call Options Held
1K
Put Options Held
1.6K
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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