One Wealth Management Investment & Advisory Services, LLC Ishares Msci Kld 400 Social Et Transaction History

One Wealth Management Investment & Advisory Services, LLC

  • $251 Billion
  • Q2 2024

A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 7,356 shares of DSI stock, worth $798,420. This represents 0.3% of its overall portfolio holdings.

Number of Shares
7,356
Previous 7,730 4.84%
Holding current value
$798,420
Previous $779 Million 1.97%
% of portfolio
0.3%
Previous 0.32%

Shares

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

Aug 06, 2024
SELL
$94.27 - $104.77 $35,256 - $39,183
-374 Reduced 4.84%
7,356 $764 Million
Q1 2024

May 14, 2024
SELL
$89.27 - $100.81 $42,046 - $47,481
-471 Reduced 5.74%
7,730 $779 Million
Q4 2023

Jan 25, 2024
BUY
$77.74 - $91.23 $637,545 - $748,177
8,201 New
8,201 $747 Million

Others Institutions Holding DSI

# of Institutions
552
Shares Held
26.4M
Call Options Held
3K
Put Options Held
700
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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