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

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025

A detailed history of Modera Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Modera Wealth Management, LLC holds 19,411 shares of DSI stock, worth $2.46 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
19,411
Previous 17,286 12.29%
Holding current value
$2.46 Million
Previous $1.77 Million 27.34%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Aug 06, 2025
BUY
$91.62 - $116.16 $194,692 - $246,840
2,125 Added 12.29%
19,411 $2.25 Million
Q4 2024

Feb 05, 2025
BUY
$107.41 - $115.71 $1.86 Million - $2 Million
17,286 New
17,286 $1.91 Million
Q3 2023

Nov 01, 2023
BUY
$80.77 - $87.25 $1.21 Million - $1.3 Million
14,942 New
14,942 $1.22 Million

Others Institutions Holding DSI

# of Institutions
629
Shares Held
24.9M
Call Options Held
0
Put Options Held
0
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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