Janney Montgomery Scott LLC Ishares Msci Kld 400 Social Et Transaction History

Janney Montgomery Scott LLC

$38.3 Billion
Q2 2025

A detailed history of Janney Montgomery Scott LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Janney Montgomery Scott LLC holds 52,561 shares of DSI stock, worth $6.33 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

52,561

Previous 43,777 20.07%

Holding current value

$6.33 Million

Previous $4.48 Million 36.2%

% of portfolio

0.02%

Previous 0.01%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	BUY	$91.62 - $116.16 $804,790 - $1.02 Million	8,784 Added 20.07%	52,561 $6.11 Million
Q1 2025 Apr 17, 2025	BUY	$101.98 - $115.66 $143,179 - $162,386	1,404 Added 3.31%	43,777 $4.48 Million
Q4 2024 Jan 17, 2025	SELL	$107.41 - $115.71 $176,904 - $190,574	-1,647 Reduced 3.74%	42,373 $4.67 Million
Q3 2024 Oct 29, 2024	SELL	$97.81 - $108.79 $313,089 - $348,236	-3,201 Reduced 6.78%	44,020 $4.79 Million
Q2 2024 Jul 25, 2024	SELL	$94.27 - $104.77 $17,534 - $19,487	-186 Reduced 0.39%	47,221 $4.9 Million
Q1 2024 May 01, 2024	BUY	$89.27 - $100.81 $206,124 - $232,770	2,309 Added 5.12%	47,407 $4.78 Million
Q4 2023 Feb 07, 2024	BUY	$77.74 - $91.23 $722,826 - $848,256	9,298 Added 25.97%	45,098 $4.11 Million
Q3 2023 Nov 08, 2023	SELL	$80.77 - $87.25 $255,960 - $276,495	-3,169 Reduced 8.13%	35,800 $2.92 Million
Q2 2023 Jul 26, 2023	BUY	$76.24 - $84.24 $298,250 - $329,546	3,912 Added 11.16%	38,969 $3.28 Million
Q1 2023 Apr 28, 2023	SELL	$71.07 - $79.2 $92,462 - $103,039	-1,301 Reduced 3.58%	35,057 $2.73 Million
Q4 2022 Feb 01, 2023	BUY	$66.36 - $76.94 $70,341 - $81,556	1,060 Added 3.0%	36,358 $2.61 Million
Q3 2022 Oct 25, 2022	BUY	$66.97 - $81.69 $439,457 - $536,049	6,562 Added 22.84%	35,298 $2.36 Million
Q2 2022 Aug 03, 2022	BUY	$69.6 - $87.62 $703,516 - $885,662	10,108 Added 54.26%	28,736 $2.07 Million
Q1 2022 May 04, 2022	BUY	$79.44 - $93.34 $555,365 - $652,539	6,991 Added 60.08%	18,628 $1.61 Million
Q4 2021 Jan 27, 2022	BUY	$83.4 - $93.49 $334,350 - $374,801	4,009 Added 52.56%	11,637 $1.08 Million
Q3 2021 Oct 29, 2021	BUY	$82.17 - $87.81 $2,875 - $3,073	35 Added 0.46%	7,628 $635,000
Q2 2021 Jul 26, 2021	BUY	$77.33 - $82.83 $171,981 - $184,213	2,224 Added 41.42%	7,593 $629,000
Q1 2021 Apr 27, 2021	SELL	$70.61 - $76.36 $15,392 - $16,646	-218 Reduced 3.9%	5,369 $410,000
Q4 2020 Jan 25, 2021	BUY	$62.23 - $71.54 $174,057 - $200,097	2,797 Added 100.25%	5,587 $400,000
Q3 2020 Nov 06, 2020	SELL	$59.39 - $68.32 $1,662 - $1,912	-28 Reduced 0.99%	2,790 $357,000
Q2 2020 Jul 23, 2020	BUY	$46.66 - $61.22 $32,428 - $42,547	695 Added 32.74%	2,818 $333,000
Q1 2020 Apr 30, 2020	SELL	$42.17 - $63.99 $18,681 - $28,347	-443 Reduced 17.26%	2,123 $207,000
Q4 2019 Jan 21, 2020	BUY	$53.71 - $60.35 $12,299 - $13,820	229 Added 9.8%	2,566 $308,000
Q3 2019 Oct 29, 2019	BUY	$55.16 - $56.18 $7,612 - $7,752	138 Added 6.28%	2,337 $259,000
Q2 2019 Jul 29, 2019	BUY	N/A	2,199 New	2,199 $240,000

Others Institutions Holding DSI

# of Institutions

624

Shares Held

25.1M

Call Options Held

Put Options Held

1.6K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
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Janney Montgomery Scott LLC Ishares Msci Kld 400 Social Et Transaction History