My Legacy Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

My Legacy Advisors, LLC

  • $249 Million
  • Q3 2024

A detailed history of My Legacy Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, My Legacy Advisors, LLC holds 3,597 shares of DSI stock, worth $395,777. This represents 0.16% of its overall portfolio holdings.

Number of Shares
3,597
Previous 4,116 12.61%
Holding current value
$395,777
Previous $427,000 8.43%
% of portfolio
0.16%
Previous 0.14%

Shares

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

Oct 21, 2024
SELL
$97.81 - $108.79 $50,763 - $56,462
-519 Reduced 12.61%
3,597 $391,000
Q2 2024

Jul 24, 2024
BUY
$94.27 - $104.77 $163,181 - $181,356
1,731 Added 72.58%
4,116 $427,000
Q1 2024

Jul 25, 2024
SELL
$89.27 - $100.81 $81,949 - $92,543
-918 Reduced 22.3%
3,198 $322,000
Q4 2023

Jan 12, 2024
SELL
$77.74 - $91.23 $21,145 - $24,814
-272 Reduced 10.24%
2,385 $217,000
Q3 2023

Oct 20, 2023
SELL
$80.77 - $87.25 $3,311 - $3,577
-41 Reduced 1.52%
2,657 $216,000
Q2 2023

Jul 14, 2023
SELL
$76.24 - $84.24 $171,616 - $189,624
-2,251 Reduced 45.48%
2,698 $227,000
Q1 2023

Apr 11, 2023
SELL
$71.07 - $79.2 $28,001 - $31,204
-394 Reduced 7.37%
4,949 $385,000
Q4 2022

Feb 07, 2023
SELL
$66.36 - $76.94 $170,279 - $197,428
-2,566 Reduced 32.44%
5,343 $383,000
Q3 2022

Oct 17, 2022
SELL
$66.97 - $81.69 $541,988 - $661,117
-8,093 Reduced 50.57%
7,909 $526,000
Q2 2022

Jul 12, 2022
SELL
$69.6 - $87.62 $425,395 - $535,533
-6,112 Reduced 27.64%
16,002 $1.17 Million
Q1 2022

Apr 07, 2022
BUY
$79.44 - $93.34 $1.76 Million - $2.06 Million
22,114 New
22,114 $1.92 Million

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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