Mutual Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Mutual Advisors, LLC

  • $3.06 Billion
  • Q1 2024

A detailed history of Mutual Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Mutual Advisors, LLC holds 6,952 shares of DSI stock, worth $737,259. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,952
Previous 6,730 3.3%
Holding current value
$737,259
Previous $612,000 14.38%
% of portfolio
0.02%
Previous 0.02%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$89.27 - $100.81 $19,817 - $22,379
222 Added 3.3%
6,952 $700,000
Q4 2023

Jan 12, 2024
SELL
$77.74 - $91.23 $78,906 - $92,598
-1,015 Reduced 13.11%
6,730 $612,000
Q3 2023

Nov 13, 2023
BUY
$80.77 - $87.25 $393,511 - $425,082
4,872 Added 169.58%
7,745 $630,000
Q2 2023

Jul 31, 2023
BUY
$76.24 - $84.24 $219,037 - $242,021
2,873 New
2,873 $241,000
Q4 2022

Jan 12, 2023
SELL
$69.01 - $76.94 $93,922 - $104,715
-1,361 Reduced 19.72%
5,540 $0
Q3 2022

Nov 03, 2022
SELL
N/A
-725 Reduced 9.51%
6,901 $462,000
Q2 2022

Aug 15, 2022
BUY
N/A
7,626 New
7,626 $548,000
Q1 2022

May 09, 2022
SELL
N/A
-8,734 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
N/A
-54 Reduced 0.61%
8,734 $812,000
Q3 2021

Nov 15, 2021
SELL
N/A
-235 Reduced 2.6%
8,788 $731,000
Q2 2021

Aug 12, 2021
SELL
N/A
-124 Reduced 1.36%
9,023 $747,000
Q1 2021

May 13, 2021
BUY
N/A
781 Added 9.34%
9,147 $698,000
Q4 2020

Feb 11, 2021
BUY
N/A
4,175 Added 99.62%
8,366 $599,000
Q3 2020

Nov 13, 2020
SELL
N/A
-39 Reduced 0.92%
4,191 $536,000
Q2 2020

Aug 05, 2020
BUY
N/A
4,230 New
4,230 $499,000

Others Institutions Holding DSI

# of Institutions
532
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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