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

Ima Wealth, Inc.

  • $841 Million
  • Q1 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 416,825 shares of DSI stock, worth $46.2 Million. This represents 5.08% of its overall portfolio holdings.

Number of Shares
416,825
Previous 851,724 51.06%
Holding current value
$46.2 Million
Previous $93.9 Million 54.54%
% of portfolio
5.08%
Previous 11.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
606
Shares Held
25.4M
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
Track This Portfolio

Track Ima Wealth, Inc. Portfolio

Follow Ima Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email