Montecito Bank & Trust Ishares Msci Kld 400 Social Et Transaction History

Montecito Bank & Trust

$497 Million
Q1 2024

A detailed history of Montecito Bank & Trust transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Montecito Bank & Trust holds 5,443 shares of DSI stock, worth $575,597. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,443

Holding current value

$575,597

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 09, 2024	BUY	$89.27 - $100.81 $485,896 - $548,708	5,443 New	5,443 $548,000

Others Institutions Holding DSI

# of Institutions

530

Shares Held

25.4M

Call Options Held

Put Options Held

400

Morgan Stanley New York, NY

4.55M
Shares

$481 Million
0.04% of portfolio
Envestnet Asset Management Inc

2.42M
Shares

$256 Million
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

1.63M
Shares

$172 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.57M
Shares

$166 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.01M
Shares

$106 Million
0.03% of portfolio

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
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Montecito Bank & Trust Ishares Msci Kld 400 Social Et Transaction History