Insight Wealth Strategies, LLC Ishares Msci Kld 400 Social Et Transaction History

Insight Wealth Strategies, LLC

  • $788 Million
  • Q3 2025

A detailed history of Insight Wealth Strategies, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 1,963 shares of DSI stock, worth $247,200. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,963
Previous 2,022 2.92%
Holding current value
$247,200
Previous $234,000 5.56%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
SELL
$115.96 - $125.95 $6,841 - $7,431
-59 Reduced 2.92%
1,963 $247,000
Q2 2025

Jul 07, 2025
BUY
$91.62 - $116.16 $2,290 - $2,904
25 Added 1.25%
2,022 $234,000
Q1 2025

Apr 03, 2025
SELL
$101.98 - $115.66 $2,141 - $2,428
-21 Reduced 1.04%
1,997 $203,000
Q4 2024

Jan 06, 2025
BUY
$107.41 - $115.71 $859 - $925
8 Added 0.4%
2,018 $222,000
Q3 2024

Oct 07, 2024
BUY
$97.81 - $108.79 $391 - $435
4 Added 0.2%
2,010 $218,000
Q2 2024

Jul 08, 2024
BUY
$94.27 - $104.77 $189,105 - $210,168
2,006 New
2,006 $208,000

Others Institutions Holding DSI

# of Institutions
632
Shares Held
24.8M
Call Options Held
0
Put Options Held
0
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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