Lpl Financial LLC Ishares Msci Kld 400 Social Et Transaction History

Lpl Financial LLC

  • $283 Billion
  • Q2 2025

A detailed history of Lpl Financial LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Lpl Financial LLC holds 1,162,736 shares of DSI stock, worth $140 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,162,736
Previous 1,010,417 15.07%
Holding current value
$140 Million
Previous $103 Million 30.53%
% of portfolio
0.05%
Previous 0.04%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
BUY
$91.62 - $116.16 $14 Million - $17.7 Million
152,319 Added 15.07%
1,162,736 $135 Million
Q1 2025

May 07, 2025
BUY
$101.98 - $115.66 $479,611 - $543,948
4,703 Added 0.47%
1,010,417 $103 Million
Q4 2024

Feb 11, 2025
BUY
$107.41 - $115.71 $20.1 Million - $21.7 Million
187,597 Added 22.93%
1,005,714 $111 Million
Q3 2024

Nov 08, 2024
SELL
$97.81 - $108.79 $1.54 Million - $1.71 Million
-15,709 Reduced 1.88%
818,117 $89 Million
Q2 2024

Aug 07, 2024
BUY
$94.27 - $104.77 $1.82 Million - $2.02 Million
19,310 Added 2.37%
833,826 $86.6 Million
Q1 2024

May 10, 2024
BUY
$89.27 - $100.81 $4.02 Million - $4.54 Million
45,035 Added 5.85%
814,516 $82.1 Million
Q4 2023

Feb 14, 2024
BUY
$77.74 - $91.23 $5.97 Million - $7 Million
76,752 Added 11.08%
769,481 $70.1 Million
Q3 2023

Nov 13, 2023
BUY
$80.77 - $87.25 $7.87 Million - $8.5 Million
97,429 Added 16.37%
692,729 $56.4 Million
Q2 2023

Jul 31, 2023
SELL
$76.24 - $84.24 $2.51 Million - $2.78 Million
-32,962 Reduced 5.25%
595,300 $50.1 Million
Q1 2023

May 10, 2023
BUY
$71.07 - $79.2 $2.01 Million - $2.24 Million
28,333 Added 4.72%
628,262 $49 Million
Q4 2022

Feb 07, 2023
BUY
$66.36 - $76.94 $4.07 Million - $4.72 Million
61,336 Added 11.39%
599,929 $43.1 Million
Q3 2022

Nov 14, 2022
BUY
$66.97 - $81.69 $15.3 Million - $18.7 Million
228,886 Added 73.9%
538,593 $36.1 Million
Q2 2022

Aug 12, 2022
BUY
$69.6 - $87.62 $495,134 - $623,328
7,114 Added 2.35%
309,707 $22.3 Million
Q1 2022

May 16, 2022
BUY
$79.44 - $93.34 $892,985 - $1.05 Million
11,241 Added 3.86%
302,593 $26.2 Million
Q4 2021

Feb 14, 2022
BUY
$83.4 - $93.49 $1.78 Million - $1.99 Million
21,335 Added 7.9%
291,352 $27.1 Million
Q3 2021

Nov 15, 2021
BUY
$82.17 - $87.81 $2.9 Million - $3.09 Million
35,234 Added 15.01%
270,017 $22.5 Million
Q2 2021

Aug 13, 2021
BUY
$77.33 - $82.83 $1.15 Million - $1.23 Million
14,821 Added 6.74%
234,783 $19.4 Million
Q1 2021

May 14, 2021
BUY
$70.61 - $76.36 $1.15 Million - $1.24 Million
16,260 Added 7.98%
219,962 $16.8 Million
Q4 2020

Feb 12, 2021
BUY
$62.23 - $71.54 $6.99 Million - $8.03 Million
112,293 Added 122.85%
203,702 $14.6 Million
Q3 2020

Nov 09, 2020
SELL
$59.39 - $68.32 $55,173 - $63,469
-929 Reduced 1.01%
91,409 $11.7 Million
Q2 2020

Aug 13, 2020
SELL
$46.66 - $61.22 $642,554 - $843,060
-13,771 Reduced 12.98%
92,338 $10.9 Million
Q1 2020

May 14, 2020
BUY
$42.17 - $63.99 $361,902 - $549,162
8,582 Added 8.8%
106,109 $10.3 Million
Q4 2019

Feb 14, 2020
BUY
$53.71 - $60.35 $787,173 - $884,489
14,656 Added 17.69%
97,527 $11.7 Million
Q3 2019

Nov 13, 2019
BUY
$55.16 - $56.18 $736,110 - $749,722
13,345 Added 19.19%
82,871 $9.19 Million
Q2 2019

Aug 09, 2019
SELL
N/A
-2,364 Reduced 3.29%
69,526 $7.6 Million
Q1 2019

May 08, 2019
BUY
N/A
1,808 Added 2.58%
71,890 $7.58 Million
Q4 2018

Feb 07, 2019
BUY
N/A
3,090 Added 4.61%
70,082 $6.52 Million
Q3 2018

Nov 14, 2018
BUY
N/A
5,542 Added 9.02%
66,992 $7.15 Million
Q2 2018

Aug 14, 2018
BUY
N/A
6,636 Added 12.11%
61,450 $6.2 Million
Q1 2018

May 15, 2018
BUY
N/A
7,008 Added 14.66%
54,814 $5.36 Million
Q4 2017

Feb 14, 2018
BUY
N/A
7,445 Added 18.45%
47,806 $4.7 Million
Q3 2017

Nov 14, 2017
BUY
N/A
4,278 Added 11.86%
40,361 $3.75 Million
Q2 2017

Aug 14, 2017
BUY
N/A
36,083
36,083 $3.22 Million

Others Institutions Holding DSI

# of Institutions
627
Shares Held
24.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email