Lwm Advisors Inc Ishares Msci Kld 400 Social Et Transaction History

Lwm Advisors Inc

  • $111 Billion
  • Q3 2025

A detailed history of Lwm Advisors Inc transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Lwm Advisors Inc holds 4,352 shares of DSI stock, worth $553,182. This represents 0.49% of its overall portfolio holdings.

Number of Shares
4,352
Previous 4,425 1.65%
Holding current value
$553,182
Previous $514 Million 6.64%
% of portfolio
0.49%
Previous 0.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
SELL
$115.96 - $125.95 $8,465 - $9,194
-73 Reduced 1.65%
4,352 $548 Million
Q4 2024

May 13, 2025
BUY
$107.41 - $115.71 $475,289 - $512,016
4,425 New
4,425 $488 Million

Others Institutions Holding DSI

# of Institutions
630
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
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