Long Run Wealth Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Long Run Wealth Advisors, LLC

$457 Million
Q3 2025

A detailed history of Long Run Wealth Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Long Run Wealth Advisors, LLC holds 8,275 shares of DSI stock, worth $1.05 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

8,275

Previous 8,801 5.98%

Holding current value

$1.05 Million

Previous $1.02 Million 1.96%

% of portfolio

0.23%

Previous 0.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$115.96 - $125.95 $60,994 - $66,249	-526 Reduced 5.98%	8,275 $1.04 Million
Q2 2025 Aug 06, 2025	SELL	$91.62 - $116.16 $59,736 - $75,736	-652 Reduced 6.9%	8,801 $1.02 Million
Q1 2025 Apr 10, 2025	BUY	$101.98 - $115.66 $14,583 - $16,539	143 Added 1.54%	9,453 $964,000
Q4 2024 Jan 27, 2025	SELL	$107.41 - $115.71 $59,505 - $64,103	-554 Reduced 5.62%	9,310 $1.03 Million
Q3 2024 Oct 30, 2024	SELL	$97.81 - $108.79 $3,032 - $3,372	-31 Reduced 0.31%	9,864 $1.07 Million

Q2 2024 Jul 19, 2024	SELL	$94.27 - $104.77 $87,294 - $97,017	-926 Reduced 8.56%	9,895 $1.03 Million
Q1 2024 Apr 24, 2024	BUY	$89.27 - $100.81 $24,102 - $27,218	270 Added 2.56%	10,821 $1.09 Million
Q4 2023 Jan 10, 2024	BUY	$77.74 - $91.23 $820,234 - $962,567	10,551 New	10,551 $960,000

Others Institutions Holding DSI

# of Institutions

643

Shares Held

24.4M

Call Options Held

Put Options Held

2.5K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
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Long Run Wealth Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History