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

Morris Retirement Advisors, LLC

  • $167 Million
  • Q1 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 2,224 shares of DSI stock, worth $235,921. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,224
Previous 2,338 4.88%
Holding current value
$235,921
Previous $212,000 5.66%
% of portfolio
0.13%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
531
Shares Held
25.4M
Call Options Held
3K
Put Options Held
400
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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