Kfa Private Wealth Group, LLC Ishares Msci Kld 400 Social Et Transaction History

Kfa Private Wealth Group, LLC

  • $239 Million
  • Q4 2024

A detailed history of Kfa Private Wealth Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Kfa Private Wealth Group, LLC holds 3,968 shares of DSI stock, worth $458,938. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,968
Previous 3,650 8.71%
Holding current value
$458,938
Previous $397,000 10.08%
% of portfolio
0.18%
Previous 0.19%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$107.41 - $115.71 $34,156 - $36,795
318 Added 8.71%
3,968 $437,000
Q3 2024

Oct 18, 2024
SELL
$97.81 - $108.79 $82,649 - $91,927
-845 Reduced 18.8%
3,650 $397,000
Q2 2024

Aug 07, 2024
BUY
$94.27 - $104.77 $565 - $628
6 Added 0.13%
4,495 $466,000
Q1 2024

May 01, 2024
BUY
$89.27 - $100.81 $76,504 - $86,394
857 Added 23.6%
4,489 $452,000
Q4 2023

Feb 02, 2024
BUY
$77.74 - $91.23 $1,477 - $1,733
19 Added 0.53%
3,632 $330,000
Q2 2023

Jul 18, 2023
BUY
$76.24 - $84.24 $381 - $421
5 Added 0.14%
3,613 $304,000
Q1 2023

May 05, 2023
BUY
$71.07 - $79.2 $639 - $712
9 Added 0.25%
3,608 $281,000
Q4 2022

Jan 31, 2023
BUY
$66.36 - $76.94 $663 - $769
10 Added 0.28%
3,599 $258,000
Q3 2022

Nov 02, 2022
BUY
$66.97 - $81.69 $14,331 - $17,481
214 Added 6.34%
3,589 $240,000
Q2 2022

Jul 18, 2022
BUY
$69.6 - $87.62 $14,824 - $18,663
213 Added 6.74%
3,375 $243,000
Q1 2022

May 02, 2022
BUY
$79.44 - $93.34 $556 - $653
7 Added 0.22%
3,162 $274,000
Q4 2021

Jan 26, 2022
BUY
$83.4 - $93.49 $27,522 - $30,851
330 Added 11.68%
3,155 $293,000
Q3 2021

Oct 18, 2021
BUY
$82.17 - $87.81 $17,255 - $18,440
210 Added 8.03%
2,825 $235,000
Q2 2021

Jul 22, 2021
SELL
$77.33 - $82.83 $31,627 - $33,877
-409 Reduced 13.53%
2,615 $217,000
Q1 2021

May 06, 2021
BUY
$70.61 - $76.36 $564 - $610
8 Added 0.27%
3,024 $231,000
Q4 2020

Mar 08, 2021
BUY
$62.23 - $71.54 $187,685 - $215,764
3,016 New
3,016 $216,000

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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