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

Lowe Wealth Advisors, LLC

  • $230 Million
  • Q3 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 1,388 shares of DSI stock, worth $149,182. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,388
Previous 1,588 12.59%
Holding current value
$149,182
Previous $164,000 7.93%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 02, 2024
SELL
$97.81 - $108.79 $19,562 - $21,758
-200 Reduced 12.59%
1,388 $151,000
Q1 2024

Apr 08, 2024
SELL
$89.27 - $100.81 $17,854 - $20,162
-200 Reduced 11.19%
1,588 $160,000
Q4 2023

Jan 04, 2024
SELL
$77.74 - $91.23 $133,090 - $156,185
-1,712 Reduced 48.91%
1,788 $162,000
Q3 2023

Oct 20, 2023
SELL
$80.77 - $87.25 $44,100 - $47,638
-546 Reduced 13.49%
3,500 $284,000
Q1 2023

Apr 05, 2023
SELL
$71.07 - $79.2 $1,492 - $1,663
-21 Reduced 0.52%
4,046 $315,000
Q3 2022

Oct 06, 2022
SELL
$66.97 - $81.69 $53,576 - $65,352
-800 Reduced 16.44%
4,067 $272,000
Q2 2022

Jul 07, 2022
SELL
$69.6 - $87.62 $19,418 - $24,445
-279 Reduced 5.42%
4,867 $350,000
Q1 2022

Apr 08, 2022
SELL
$79.44 - $93.34 $15,888 - $18,668
-200 Reduced 3.74%
5,146 $446,000
Q3 2021

Oct 05, 2021
BUY
$82.17 - $87.81 $14,790 - $15,805
180 Added 3.48%
5,346 $445,000
Q2 2021

Jul 01, 2021
BUY
$77.33 - $82.83 $30,932 - $33,132
400 Added 8.39%
5,166 $0
Q4 2020

Jan 07, 2021
BUY
$62.23 - $71.54 $160,740 - $184,787
2,583 Added 118.32%
4,766 $341,000
Q4 2019

Jan 15, 2020
BUY
$53.71 - $60.35 $26,855 - $30,175
500 Added 29.71%
2,183 $262,000
Q2 2019

Jul 10, 2019
BUY
N/A
233 Added 16.07%
1,683 $184,000
Q4 2018

Jan 10, 2019
BUY
N/A
1,450 New
1,450 $135,000

Others Institutions Holding DSI

# of Institutions
553
Shares Held
26.5M
Call Options Held
3K
Put Options Held
700
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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