Kestra Advisory Services, LLC Ishares Msci Kld 400 Social Et Transaction History

Kestra Advisory Services, LLC

  • $14.4 Billion
  • Q1 2024

A detailed history of Kestra Advisory Services, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 23,801 shares of DSI stock, worth $2.49 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,801
Previous 20,448 16.4%
Holding current value
$2.49 Million
Previous $1.86 Million 28.91%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$89.27 - $100.81 $299,322 - $338,015
3,353 Added 16.4%
23,801 $2.4 Million
Q4 2023

Feb 14, 2024
BUY
$77.74 - $91.23 $167,529 - $196,600
2,155 Added 11.78%
20,448 $1.86 Million
Q3 2023

Nov 09, 2023
BUY
$80.77 - $87.25 $90,300 - $97,545
1,118 Added 6.51%
18,293 $1.49 Million
Q2 2023

Aug 11, 2023
BUY
$76.24 - $84.24 $48,183 - $53,239
632 Added 3.82%
17,175 $1.45 Million
Q1 2023

May 12, 2023
SELL
$71.07 - $79.2 $1.98 Million - $2.21 Million
-27,859 Reduced 62.74%
16,543 $1.29 Million
Q4 2022

Jan 31, 2023
BUY
$69.01 - $76.94 $307,922 - $343,306
4,462 Added 11.17%
44,402 $3.19 Million
Q3 2022

Nov 01, 2022
SELL
N/A
-16,831 Reduced 29.65%
39,940 $2.68 Billion
Q2 2022

Aug 12, 2022
BUY
N/A
34,180 Added 151.3%
56,771 $4.08 Million
Q1 2022

Apr 26, 2022
BUY
N/A
4,787 Added 26.89%
22,591 $0
Q4 2021

Jan 20, 2022
SELL
N/A
-3,999 Reduced 18.34%
17,804 $0
Q3 2021

Oct 19, 2021
BUY
N/A
9,476 Added 76.87%
21,803 $0
Q2 2021

Jul 28, 2021
BUY
N/A
697 Added 5.99%
12,327 $0
Q1 2021

May 10, 2021
SELL
N/A
-22,668 Reduced 66.09%
11,630 $0
Q4 2020

Jan 20, 2021
BUY
N/A
34,211 Added 39322.99%
34,298 $2.44 Billion
Q3 2020

Nov 12, 2020
BUY
N/A
87 New
87 $713 Million

Others Institutions Holding DSI

# of Institutions
530
Shares Held
25.4M
Call Options Held
3K
Put Options Held
400
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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