Nelson, Van Denburg & Campbell Wealth Management Group, LLC Ishares Msci Kld 400 Social Et Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • $2.63 Billion
  • Q4 2024

A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 2,037 shares of DSI stock, worth $229,753. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,037
Previous 1,866 9.16%
Holding current value
$229,753
Previous $203,000 10.34%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 17, 2025
BUY
$107.41 - $115.71 $18,367 - $19,786
171 Added 9.16%
2,037 $224,000
Q3 2024

Nov 08, 2024
SELL
$97.81 - $108.79 $34,331 - $38,185
-351 Reduced 15.83%
1,866 $203,000
Q2 2024

Aug 13, 2024
BUY
$94.27 - $104.77 $69,476 - $77,215
737 Added 49.8%
2,217 $230,000
Q1 2024

Apr 30, 2024
BUY
$89.27 - $100.81 $41,778 - $47,179
468 Added 46.25%
1,480 $149,000
Q4 2023

Jan 30, 2024
SELL
$77.74 - $91.23 $109,224 - $128,178
-1,405 Reduced 58.13%
1,012 $92,000
Q3 2023

Oct 17, 2023
SELL
$80.77 - $87.25 $7,592 - $8,201
-94 Reduced 3.74%
2,417 $196,000
Q2 2023

Jul 19, 2023
SELL
$76.24 - $84.24 $172,759 - $190,887
-2,266 Reduced 47.44%
2,511 $211,000
Q1 2023

May 10, 2023
SELL
$71.07 - $79.2 $32,052 - $35,719
-451 Reduced 8.63%
4,777 $372,000
Q4 2022

Feb 14, 2023
SELL
$66.36 - $76.94 $17,452 - $20,235
-263 Reduced 4.79%
5,228 $375,000
Q3 2022

Oct 26, 2022
BUY
$66.97 - $81.69 $367,732 - $448,559
5,491 New
5,491 $367,000

Others Institutions Holding DSI

# of Institutions
578
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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