Neumann Capital Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Neumann Capital Management, LLC

  • $280 Million
  • Q1 2024

A detailed history of Neumann Capital Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Neumann Capital Management, LLC holds 34,968 shares of DSI stock, worth $3.66 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
34,968
Previous 33,203 5.32%
Holding current value
$3.66 Million
Previous $3.02 Million 16.61%
% of portfolio
1.26%
Previous 1.2%

Shares

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

May 08, 2024
BUY
$89.27 - $100.81 $157,561 - $177,929
1,765 Added 5.32%
34,968 $3.53 Million
Q4 2023

Feb 07, 2024
BUY
$77.74 - $91.23 $113,500 - $133,195
1,460 Added 4.6%
33,203 $3.02 Million
Q3 2023

Nov 03, 2023
SELL
$80.77 - $87.25 $18,173 - $19,631
-225 Reduced 0.7%
31,743 $2.58 Million
Q2 2023

Aug 10, 2023
BUY
$76.24 - $84.24 $51,843 - $57,283
680 Added 2.17%
31,968 $2.69 Million
Q1 2023

May 02, 2023
BUY
$71.07 - $79.2 $152,089 - $169,488
2,140 Added 7.34%
31,288 $2.44 Million
Q4 2022

Feb 06, 2023
BUY
$69.01 - $76.94 $330,557 - $368,542
4,790 Added 19.66%
29,148 $2.09 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-2,300 Reduced 8.63%
24,358 $1.63 Million
Q2 2022

Jul 20, 2022
BUY
N/A
3,340 Added 14.32%
26,658 $1.92 Million
Q1 2022

May 09, 2022
BUY
N/A
1,520 Added 6.97%
23,318 $2.02 Million
Q4 2021

Feb 03, 2022
SELL
N/A
-590 Reduced 2.64%
21,798 $2.03 Million
Q3 2021

Nov 01, 2021
BUY
N/A
3,090 Added 16.01%
22,388 $1.86 Million
Q2 2021

Jul 21, 2021
BUY
N/A
3,890 Added 25.25%
19,298 $1.6 Million
Q1 2021

May 13, 2021
BUY
N/A
2,570 Added 20.02%
15,408 $1.18 Million
Q4 2020

Feb 04, 2021
BUY
N/A
6,449 Added 100.94%
12,838 $918,000
Q3 2020

Nov 02, 2020
BUY
N/A
1,704 Added 36.37%
6,389 $818,000
Q1 2020

May 13, 2020
BUY
N/A
990 Added 26.79%
4,685 $456,000
Q3 2019

Oct 28, 2019
BUY
N/A
1,860 Added 101.36%
3,695 $410,000
Q2 2019

Jul 25, 2019
BUY
N/A
1,835 New
1,835 $201,000

Others Institutions Holding DSI

# of Institutions
530
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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