New Edge Wealth, LLC Ishares Msci Kld 400 Social Et Transaction History

New Edge Wealth, LLC

  • $5.41 Billion
  • Q3 2024

A detailed history of New Edge Wealth, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, New Edge Wealth, LLC holds 18,194 shares of DSI stock, worth $2.03 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
18,194
Previous 18,194 -0.0%
Holding current value
$2.03 Million
Previous $1.89 Million 4.76%
% of portfolio
0.04%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
BUY
$94.27 - $104.77 $94 - $104
1 Added 0.01%
18,194 $1.89 Million
Q4 2023

Jan 29, 2024
BUY
$77.74 - $91.23 $77 - $91
1 Added 0.01%
18,193 $1.66 Million
Q2 2023

Aug 09, 2023
SELL
$76.24 - $84.24 $60,991 - $67,392
-800 Reduced 4.21%
18,192 $1.53 Million
Q1 2023

May 08, 2023
BUY
$71.07 - $79.2 $42,357 - $47,203
596 Added 3.24%
18,992 $1.48 Million
Q4 2022

Feb 14, 2023
SELL
$66.36 - $76.94 $255,486 - $296,219
-3,850 Reduced 17.31%
18,396 $1.32 Million
Q3 2022

Nov 14, 2022
SELL
$66.97 - $81.69 $541,385 - $660,381
-8,084 Reduced 26.65%
22,246 $1.49 Million
Q2 2022

Aug 09, 2022
SELL
$69.6 - $87.62 $273,180 - $343,908
-3,925 Reduced 11.46%
30,330 $2.18 Million
Q1 2022

May 10, 2022
SELL
$79.44 - $93.34 $416,980 - $489,941
-5,249 Reduced 13.29%
34,255 $2.97 Million
Q4 2021

Jan 31, 2022
BUY
$83.4 - $93.49 $3.29 Million - $3.69 Million
39,504 New
39,504 $3.67 Million

Others Institutions Holding DSI

# of Institutions
574
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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