Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Msci Kld 400 Social Et Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 1,939 shares of DSI stock, worth $216,489. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,939

Previous 1,939 -0.0%

Holding current value

$216,489

Previous $201,000 4.48%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$94.27 - $104.77 $152,811 - $169,832	1,621 Added 509.75%	1,939 $201,000
Q4 2023 Feb 01, 2024	BUY	$77.74 - $91.23 $24,721 - $29,011	318 New	318 $28,000
Q1 2023 May 02, 2023	BUY	$71.07 - $79.2 $7,675 - $8,553	108 New	108 $8,000
Q4 2020 Jan 14, 2021	SELL	$62.23 - $71.54 $61,296 - $70,466	-985 Closed	0 $0
Q3 2020 Oct 15, 2020	SELL	$59.39 - $68.32 $23,459 - $26,986	-395 Reduced 28.62%	985 $126,000
Q2 2020 Jul 30, 2020	SELL	$46.66 - $61.22 $163,543 - $214,576	-3,505 Reduced 71.75%	1,380 $163,000
Q1 2020 Apr 15, 2020	BUY	$42.17 - $63.99 $206,000 - $312,591	4,885 New	4,885 $476,000
Q1 2019 Apr 08, 2019	SELL	N/A	-180 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	N/A	180 New	180 $17,000

Others Institutions Holding DSI

# of Institutions

572

Shares Held

26M

Call Options Held

Put Options Held

800

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About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
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Loring Wolcott & Coolidge Fiduciary Advisors LLP Ishares Msci Kld 400 Social Et Transaction History