Moisand Fitzgerald Tamayo, LLC Ishares Msci Kld 400 Social Et Transaction History

Moisand Fitzgerald Tamayo, LLC

  • $702 Million
  • Q3 2024

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 498 shares of DSI stock, worth $56,747. This represents 0.01% of its overall portfolio holdings.

Number of Shares
498
Previous 539 7.61%
Holding current value
$56,747
Previous $55,000 1.82%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
SELL
$97.81 - $108.79 $4,010 - $4,460
-41 Reduced 7.61%
498 $54,000
Q1 2024

Apr 16, 2024
SELL
$89.27 - $100.81 $89 - $100
-1 Reduced 0.19%
539 $54,000
Q4 2023

Jan 18, 2024
SELL
$77.74 - $91.23 $1,166 - $1,368
-15 Reduced 2.7%
540 $49,000
Q3 2023

Oct 20, 2023
SELL
$80.77 - $87.25 $3,876 - $4,188
-48 Reduced 7.96%
555 $45,000
Q2 2023

Jul 12, 2023
SELL
$76.24 - $84.24 $2,363 - $2,611
-31 Reduced 4.89%
603 $50,000
Q3 2022

Oct 26, 2022
SELL
$66.97 - $81.69 $870 - $1,061
-13 Reduced 2.01%
634 $42,000
Q1 2022

Apr 29, 2022
BUY
$79.44 - $93.34 $1,668 - $1,960
21 Added 3.35%
647 $56,000
Q2 2021

Aug 03, 2021
SELL
$77.33 - $82.83 $10,671 - $11,430
-138 Reduced 18.06%
626 $52,000
Q4 2020

Feb 02, 2021
BUY
$62.23 - $71.54 $23,771 - $27,328
382 Added 100.0%
764 $55,000
Q3 2020

Nov 02, 2020
SELL
$59.39 - $68.32 $2,078 - $2,391
-35 Reduced 8.39%
382 $49,000
Q2 2020

Aug 07, 2020
SELL
$46.66 - $61.22 $2,379 - $3,122
-51 Reduced 10.9%
417 $49,000
Q4 2019

Jan 16, 2020
SELL
$53.71 - $60.35 $1,342 - $1,508
-25 Reduced 5.07%
468 $56,000
Q2 2019

Aug 05, 2019
SELL
N/A
-40 Reduced 7.5%
493 $54,000
Q4 2018

Feb 11, 2019
BUY
N/A
393 Added 280.71%
533 $50,000
Q3 2017

Nov 03, 2017
BUY
N/A
140
140 $13,000

Others Institutions Holding DSI

# of Institutions
574
Shares Held
26M
Call Options Held
3K
Put Options Held
800
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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