Ma Private Wealth Ishares Msci Kld 400 Social Et Transaction History

Ma Private Wealth

$540 Million
Q2 2025

A detailed history of Ma Private Wealth transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Ma Private Wealth holds 11,343 shares of DSI stock, worth $1.37 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

11,343

Previous 11,343 -0.0%

Holding current value

$1.37 Million

Previous $1.16 Million 13.44%

% of portfolio

0.24%

Previous 0.22%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$107.41 - $115.71 $6,981 - $7,521	65 Added 0.58%	11,343 $1.25 Million
Q3 2024 Oct 23, 2024	SELL	$97.81 - $108.79 $71,596 - $79,634	-732 Reduced 6.09%	11,278 $1.23 Million
Q4 2023 Jan 25, 2024	SELL	$77.74 - $91.23 $83,104 - $97,524	-1,069 Reduced 8.17%	12,010 $1.09 Million
Q2 2023 Aug 09, 2023	BUY	$76.24 - $84.24 $686 - $758	9 Added 0.07%	13,079 $1.1 Million
Q1 2023 May 04, 2023	BUY	$71.07 - $79.2 $271,274 - $302,306	3,817 Added 41.25%	13,070 $1.02 Million
Q4 2022 Feb 07, 2023	BUY	$66.36 - $76.94 $158,600 - $183,886	2,390 Added 34.82%	9,253 $664,000
Q3 2022 Oct 25, 2022	BUY	$66.97 - $81.69 $459,615 - $560,638	6,863 New	6,863 $480,000

Others Institutions Holding DSI

# of Institutions

622

Shares Held

25.1M

Call Options Held

Put Options Held

1.6K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

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Ma Private Wealth Ishares Msci Kld 400 Social Et Transaction History