Johnson Bixby & Associates, LLC Ishares Msci Kld 400 Social Et Transaction History

Johnson Bixby & Associates, LLC

  • $719 Million
  • Q3 2025

A detailed history of Johnson Bixby & Associates, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Johnson Bixby & Associates, LLC holds 4,626 shares of DSI stock, worth $586,530. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,626
Previous 4,811 3.85%
Holding current value
$586,530
Previous $558,000 4.3%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Oct 15, 2025
SELL
$115.96 - $125.95 $21,452 - $23,300
-185 Reduced 3.85%
4,626 $582,000
Q2 2025

Jul 16, 2025
SELL
$91.62 - $116.16 $13,284 - $16,843
-145 Reduced 2.93%
4,811 $558,000
Q1 2025

Apr 22, 2025
BUY
$101.98 - $115.66 $505,412 - $573,210
4,956 New
4,956 $507,000

Others Institutions Holding DSI

# of Institutions
643
Shares Held
24.4M
Call Options Held
0
Put Options Held
2.5K
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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