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

Milestone Investment Advisors LLC

$360 Million
Q4 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 3,057 shares of DSI stock, worth $333,518. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,057

Previous 3,062 0.16%

Holding current value

$333,518

Previous $333,000 1.2%

% of portfolio

0.09%

Previous 0.09%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$107.41 - $115.71 $537 - $578	-5 Reduced 0.16%	3,057 $337,000
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

614

Shares Held

27.6M

Call Options Held

3.1K

Put Options Held

1.6K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

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