Litman Gregory Wealth Management LLC Ishares Msci Kld 400 Social Et Transaction History

Litman Gregory Wealth Management LLC

  • $1.19 Billion
  • Q3 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 40,748 shares of DSI stock, worth $4.63 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
40,748
Previous 45,840 11.11%
Holding current value
$4.63 Million
Previous $4.76 Million 6.89%
% of portfolio
0.37%
Previous 0.42%

Shares

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

Oct 22, 2024
SELL
$97.81 - $108.79 $498,048 - $553,958
-5,092 Reduced 11.11%
40,748 $4.43 Million
Q2 2024

Jul 30, 2024
BUY
$94.27 - $104.77 $96,815 - $107,598
1,027 Added 2.29%
45,840 $4.76 Million
Q4 2023

Jan 31, 2024
BUY
$77.74 - $91.23 $120,030 - $140,859
1,544 Added 3.57%
44,813 $4.08 Million
Q3 2023

Oct 23, 2023
SELL
$80.77 - $87.25 $565 - $610
-7 Reduced 0.02%
43,269 $3.52 Million
Q2 2023

Aug 09, 2023
BUY
$76.24 - $84.24 $3.3 Million - $3.65 Million
43,276 New
43,276 $3.64 Million
Q4 2022

Jan 17, 2023
SELL
$66.36 - $76.94 $8,626 - $10,002
-130 Reduced 0.29%
44,220 $0
Q3 2022

Oct 13, 2022
SELL
$66.97 - $81.69 $22,702 - $27,692
-339 Reduced 0.76%
44,350 $2.97 Million
Q2 2022

Jul 21, 2022
BUY
$69.6 - $87.62 $347,234 - $437,136
4,989 Added 12.57%
44,689 $3.21 Million
Q1 2022

May 04, 2022
SELL
$79.44 - $93.34 $260,483 - $306,061
-3,279 Reduced 7.63%
39,700 $3.44 Million
Q4 2021

Feb 10, 2022
SELL
$83.4 - $93.49 $59,464 - $66,658
-713 Reduced 1.63%
42,979 $3.99 Million
Q3 2021

Nov 03, 2021
BUY
$82.17 - $87.81 $3.29 Million - $3.51 Million
40,008 Added 1085.99%
43,692 $3.64 Million
Q2 2021

Jul 27, 2021
SELL
$77.33 - $82.83 $3 Million - $3.21 Million
-38,736 Reduced 91.32%
3,684 $3.68 Million
Q1 2021

May 10, 2021
SELL
$70.61 - $76.36 $1.09 Million - $1.18 Million
-15,389 Reduced 26.62%
42,420 $3.24 Million
Q4 2020

Feb 05, 2021
BUY
$62.23 - $71.54 $1.84 Million - $2.11 Million
29,524 Added 104.38%
57,809 $4.14 Million
Q3 2020

Nov 03, 2020
SELL
$59.39 - $68.32 $65,388 - $75,220
-1,101 Reduced 3.75%
28,285 $3.62 Million
Q2 2020

Jul 31, 2020
SELL
$46.66 - $61.22 $186,686 - $244,941
-4,001 Reduced 11.98%
29,386 $3.47 Million
Q1 2020

Apr 28, 2020
BUY
$42.17 - $63.99 $337,149 - $511,600
7,995 Added 31.49%
33,387 $3.25 Million
Q4 2019

Jan 30, 2020
BUY
$53.71 - $60.35 $19,443 - $21,846
362 Added 1.45%
25,392 $3.05 Million
Q3 2019

Nov 06, 2019
SELL
$55.16 - $56.18 $62,661 - $63,820
-1,136 Reduced 4.34%
25,030 $2.78 Million
Q2 2019

Jul 31, 2019
SELL
N/A
-1,724 Reduced 6.18%
26,166 $2.86 Million
Q1 2019

Apr 30, 2019
SELL
N/A
-354 Reduced 1.25%
27,890 $2.94 Million
Q4 2018

Feb 01, 2019
BUY
N/A
1,263 Added 4.68%
28,244 $2.63 Million
Q3 2018

Nov 15, 2018
SELL
N/A
-135 Reduced 0.5%
26,981 $2.88 Million
Q2 2018

Aug 09, 2018
SELL
N/A
-692 Reduced 2.49%
27,116 $2.74 Million
Q1 2018

May 07, 2018
BUY
N/A
27,808 New
27,808 $2.72 Million

Others Institutions Holding DSI

# of Institutions
572
Shares Held
26M
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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