Leonard Rickey Investment Advisors P.L.L.C. Ishares Msci Kld 400 Social Et Transaction History

Leonard Rickey Investment Advisors P.L.L.C.

  • $387 Million
  • Q1 2024

A detailed history of Leonard Rickey Investment Advisors P.L.L.C. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Leonard Rickey Investment Advisors P.L.L.C. holds 3,275 shares of DSI stock, worth $347,412. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,275
Previous 3,384 3.22%
Holding current value
$347,412
Previous $308,000 7.14%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Apr 18, 2024
SELL
$89.27 - $100.81 $9,730 - $10,988
-109 Reduced 3.22%
3,275 $330,000
Q4 2023

Jan 23, 2024
SELL
$77.74 - $91.23 $12,438 - $14,596
-160 Reduced 4.51%
3,384 $308,000
Q1 2023

Apr 20, 2023
SELL
$71.07 - $79.2 $30,986 - $34,531
-436 Reduced 10.95%
3,544 $276,000
Q4 2022

Jan 27, 2023
BUY
$69.01 - $76.94 $1,173 - $1,307
17 Added 0.43%
3,980 $0
Q1 2022

Apr 19, 2022
BUY
N/A
191 Added 5.06%
3,963 $343,000
Q2 2021

Jul 27, 2021
SELL
N/A
-308 Reduced 7.55%
3,772 $318,000
Q4 2020

Jan 22, 2021
BUY
N/A
2,040 Added 100.0%
4,080 $292,000
Q2 2020

Jul 21, 2020
BUY
N/A
2,040 New
2,040 $241,000
Q1 2020

Apr 28, 2020
SELL
N/A
-2,023 Closed
0 $0
Q2 2019

Jul 10, 2019
SELL
N/A
-468 Reduced 18.79%
2,023 $221,000
Q1 2019

Apr 10, 2019
SELL
N/A
-320 Reduced 11.38%
2,491 $263,000
Q4 2018

Jan 17, 2019
SELL
N/A
-11 Reduced 0.39%
2,811 $261,000
Q3 2018

Oct 23, 2018
SELL
N/A
-58 Reduced 2.01%
2,822 $301,000
Q1 2018

Apr 25, 2018
SELL
N/A
-57 Reduced 1.94%
2,880 $281,000
Q4 2017

Feb 14, 2018
BUY
N/A
2,937
2,937 $288,000

Others Institutions Holding DSI

# of Institutions
531
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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