Morris Retirement Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Morris Retirement Advisors, LLC

  • $184 Million
  • Q4 2024

A detailed history of Morris Retirement Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 2,678 shares of DSI stock, worth $284,376. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,678
Previous 2,541 5.39%
Holding current value
$284,376
Previous $276,000 6.88%
% of portfolio
0.16%
Previous 0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$107.41 - $115.71 $14,715 - $15,852
137 Added 5.39%
2,678 $295,000
Q3 2024

Oct 03, 2024
BUY
$97.81 - $108.79 $28,169 - $31,331
288 Added 12.78%
2,541 $276,000
Q2 2024

Aug 06, 2024
BUY
$94.27 - $104.77 $2,733 - $3,038
29 Added 1.3%
2,253 $233,000
Q1 2024

May 03, 2024
SELL
$89.27 - $100.81 $10,176 - $11,492
-114 Reduced 4.88%
2,224 $224,000
Q4 2023

Feb 12, 2024
BUY
$77.74 - $91.23 $181,756 - $213,295
2,338 New
2,338 $212,000

Others Institutions Holding DSI

# of Institutions
615
Shares Held
27.6M
Call Options Held
3.1K
Put Options Held
1.6K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Morris Retirement Advisors, LLC Portfolio

Follow Morris Retirement Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Morris Retirement Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email