Mbe Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Mbe Wealth Management, LLC

  • $209 Million
  • Q2 2025

A detailed history of Mbe Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 4,197 shares of DSI stock, worth $505,612. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,197
Previous 4,181 0.38%
Holding current value
$505,612
Previous $428,000 13.79%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Jul 16, 2025
BUY
$91.62 - $116.16 $1,465 - $1,858
16 Added 0.38%
4,197 $487,000
Q1 2025

Apr 22, 2025
BUY
$101.98 - $115.66 $426,378 - $483,574
4,181 New
4,181 $428,000
Q2 2020

Aug 14, 2020
SELL
$46.66 - $61.22 $20,343 - $26,691
-436 Closed
0 $0
Q1 2020

May 07, 2020
BUY
$42.17 - $63.99 $18,386 - $27,899
436 New
436 $42,000

Others Institutions Holding DSI

# of Institutions
622
Shares Held
25.1M
Call Options Held
1K
Put Options Held
1.6K
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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