Milestone Investment Advisors LLC Ishares Msci Kld 400 Social Et Transaction History

Milestone Investment Advisors LLC

$351 Million
Q3 2024

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 3,062 shares of DSI stock, worth $346,557. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,062

Previous 3,062 -0.0%

Holding current value

$346,557

Previous $317,000 5.05%

% of portfolio

0.09%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$94.27 - $104.77 $21,493 - $23,887	-228 Reduced 6.93%	3,062 $317,000
Q1 2024 May 14, 2024	SELL	$89.27 - $100.81 $714 - $806	-8 Reduced 0.24%	3,290 $331,000
Q4 2023 Feb 09, 2024	SELL	$77.74 - $91.23 $11,505 - $13,502	-148 Reduced 4.29%	3,298 $300,000
Q3 2023 Nov 08, 2023	SELL	$80.77 - $87.25 $31,419 - $33,940	-389 Reduced 10.14%	3,446 $280,000
Q2 2023 Aug 02, 2023	BUY	$76.24 - $84.24 $48,336 - $53,408	634 Added 19.81%	3,835 $322,000
Q1 2023 May 16, 2023	SELL	$71.07 - $79.2 $42,357 - $47,203	-596 Reduced 15.7%	3,201 $249,000
Q4 2022 Mar 15, 2023	BUY	$66.36 - $76.94 $251,968 - $292,141	3,797 New	3,797 $273 Million

Others Institutions Holding DSI

# of Institutions

584

Shares Held

26.1M

Call Options Held

Put Options Held

800

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Milestone Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Investment Advisors LLC with notifications on news.

Account

Milestone Investment Advisors LLC Ishares Msci Kld 400 Social Et Transaction History