Kovitz Investment Group Partners, LLC Ishares Msci Kld 400 Social Et Transaction History

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 46,808 shares of DSI stock, worth $5.39 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
46,808
Previous 45,097 3.79%
Holding current value
$5.39 Million
Previous $4.68 Million 8.73%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 14, 2024
BUY
$97.81 - $108.79 $167,352 - $186,139
1,711 Added 3.79%
46,808 $5.09 Million
Q2 2024

Aug 14, 2024
BUY
$94.27 - $104.77 $4.25 Million - $4.72 Million
45,097 New
45,097 $4.68 Million

Others Institutions Holding DSI

# of Institutions
578
Shares Held
26.2M
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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