Meristem Family Wealth, LLC Ishares Msci Kld 400 Social Et Transaction History

Meristem Family Wealth, LLC

$0
Q3 2022

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	SELL	$66.97 - $81.69 $499,328 - $609,080	-7,456 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$79.44 - $93.34 $57,514 - $67,578	-724 Reduced 8.85%	7,456 $646,000
Q3 2021 Nov 15, 2021	BUY	$82.17 - $87.81 $95,974 - $102,562	1,168 Added 16.66%	8,180 $681,000
Q2 2021 Aug 06, 2021	BUY	$77.33 - $82.83 $542,237 - $580,803	7,012 New	7,012 $581,000
Q3 2019 Nov 08, 2019	SELL	$55.16 - $56.18 $134,480 - $136,966	-2,438 Closed	0 $0
Q2 2019 Aug 06, 2019	BUY	N/A	506 Added 26.19%	2,438 $267,000
Q1 2019 Apr 29, 2019	BUY	N/A	1,932 New	1,932 $204,000
Q4 2018 Feb 07, 2019	SELL	N/A	-1,932 Closed	0 $0
Q3 2018 Nov 20, 2018	BUY	N/A	1,932 New	1,932 $206,000
Q2 2018 Aug 09, 2018	SELL	N/A	-2,880 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	2 Added 0.07%	2,880 $281,000
Q4 2017 Feb 02, 2018	BUY	N/A	2,878	2,878 $283,000

Others Institutions Holding DSI

# of Institutions

572

Shares Held

26M

Call Options Held

3K

Put Options Held

800

About ISHARES MSCI KLD 400 SOCIAL ET

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