Ma Private Wealth Ishares Msci Kld 400 Social Et Transaction History

Ma Private Wealth

  • $533 Million
  • Q3 2024

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 11,278 shares of DSI stock, worth $1.26 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
11,278
Previous 12,010 6.09%
Holding current value
$1.26 Million
Previous $1.25 Million 1.68%
% of portfolio
0.23%
Previous 0.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
574
Shares Held
26M
Call Options Held
3K
Put Options Held
800
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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