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

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.2 Billion
  • Q3 2025

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 1,780 shares of DSI stock, worth $228,712. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,780
Previous 1,780 -0.0%
Holding current value
$228,712
Previous $206,000 8.74%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$107.41 - $115.71 $17,078 - $18,397
-159 Reduced 8.2%
1,780 $196,000
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
642
Shares Held
24.7M
Call Options Held
0
Put Options Held
2.5K
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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