Journey Strategic Wealth LLC Ishares Msci Kld 400 Social Et Transaction History

Journey Strategic Wealth LLC

  • $2.71 Billion
  • Q3 2024

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 4,254 shares of DSI stock, worth $479,808. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,254
Previous 4,400 3.32%
Holding current value
$479,808
Previous $456,000 1.32%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$97.81 - $108.79 $14,280 - $15,883
-146 Reduced 3.32%
4,254 $462,000
Q2 2024

Aug 14, 2024
BUY
$94.27 - $104.77 $121,608 - $135,153
1,290 Added 41.48%
4,400 $456,000
Q1 2024

May 13, 2024
BUY
$89.27 - $100.81 $277,629 - $313,519
3,110 New
3,110 $313,000

Others Institutions Holding DSI

# of Institutions
578
Shares Held
26.1M
Call Options Held
3K
Put Options Held
800
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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