Mount Yale Investment Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Mount Yale Investment Advisors, LLC

  • $1.03 Billion
  • Q3 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,376 shares of DSI stock, worth $601,036. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,376
Previous 6,533 17.71%
Holding current value
$601,036
Previous $678,000 13.86%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 23, 2024
SELL
$97.81 - $108.79 $113,166 - $125,870
-1,157 Reduced 17.71%
5,376 $584,000
Q2 2024

Aug 13, 2024
SELL
$94.27 - $104.77 $261,033 - $290,108
-2,769 Reduced 29.77%
6,533 $678,000
Q1 2024

May 15, 2024
SELL
$89.27 - $100.81 $13,569 - $15,323
-152 Reduced 1.61%
9,302 $937,000
Q4 2023

Feb 12, 2024
BUY
$77.74 - $91.23 $96,553 - $113,307
1,242 Added 15.12%
9,454 $860,000
Q3 2023

Oct 11, 2023
BUY
$80.77 - $87.25 $6,300 - $6,805
78 Added 0.96%
8,212 $668,000
Q2 2023

Aug 14, 2023
BUY
$76.24 - $84.24 $77,612 - $85,756
1,018 Added 14.31%
8,134 $684,000
Q1 2023

May 11, 2023
BUY
$71.07 - $79.2 $46,977 - $52,351
661 Added 10.24%
7,116 $554,000
Q4 2022

Feb 13, 2023
SELL
$66.36 - $76.94 $89,055 - $103,253
-1,342 Reduced 17.21%
6,455 $463,000
Q3 2022

Nov 07, 2022
BUY
$66.97 - $81.69 $260,513 - $317,774
3,890 Added 99.56%
7,797 $522,000
Q2 2022

Aug 02, 2022
SELL
$69.6 - $87.62 $92,776 - $116,797
-1,333 Reduced 25.44%
3,907 $281,000
Q1 2022

May 03, 2022
BUY
$79.44 - $93.34 $416,265 - $489,101
5,240 New
5,240 $454,000

Others Institutions Holding DSI

# of Institutions
575
Shares Held
26.1M
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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