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

Insight Wealth Strategies, LLC

  • $740 Million
  • Q2 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 2,022 shares of DSI stock, worth $235,583. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,022
Previous 1,997 1.25%
Holding current value
$235,583
Previous $203,000 15.27%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
608
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
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