Oliver Lagore Vanvalin Investment Group Ishares Msci Kld 400 Social Et Transaction History

Oliver Lagore Vanvalin Investment Group

  • $359 Million
  • Q3 2024

A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 778 shares of DSI stock, worth $88,653. This represents 0.02% of its overall portfolio holdings.

Number of Shares
778
Previous 893 12.88%
Holding current value
$88,653
Previous $92,000 8.7%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 04, 2024
SELL
$97.81 - $108.79 $11,248 - $12,510
-115 Reduced 12.88%
778 $84,000
Q2 2024

Aug 15, 2024
SELL
$94.27 - $104.77 $3,487 - $3,876
-37 Reduced 3.98%
893 $92,000
Q1 2024

May 15, 2024
SELL
$89.27 - $100.81 $1,071 - $1,209
-12 Reduced 1.27%
930 $93,000
Q4 2023

Jan 31, 2024
BUY
$77.74 - $91.23 $8,940 - $10,491
115 Added 13.91%
942 $85,000
Q3 2023

Nov 09, 2023
SELL
$80.77 - $87.25 $3,311 - $3,577
-41 Reduced 4.72%
827 $67,000
Q2 2023

Aug 08, 2023
SELL
$76.24 - $84.24 $1,524 - $1,684
-20 Reduced 2.25%
868 $73,000
Q1 2023

Jun 20, 2023
SELL
$71.07 - $79.2 $89,903 - $100,188
-1,265 Reduced 58.76%
888 $69,000
Q4 2022

Mar 02, 2023
SELL
$66.36 - $76.94 $42,735 - $49,549
-644 Reduced 23.02%
2,153 $154,000
Q3 2022

Nov 15, 2022
SELL
$66.97 - $81.69 $13,059 - $15,929
-195 Reduced 6.52%
2,797 $187,000
Q2 2022

Aug 16, 2022
BUY
$69.6 - $87.62 $139,408 - $175,502
2,003 Added 202.53%
2,992 $215,000
Q1 2022

Jun 17, 2022
BUY
$79.44 - $93.34 $78,566 - $92,313
989 New
989 $78,000

Others Institutions Holding DSI

# of Institutions
574
Shares Held
26M
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
Track This Portfolio

Track Oliver Lagore Vanvalin Investment Group Portfolio

Follow Oliver Lagore Vanvalin Investment Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oliver Lagore Vanvalin Investment Group, based on Form 13F filings with the SEC.

News

Stay updated on Oliver Lagore Vanvalin Investment Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email