Onyx Bridge Wealth Group LLC Ishares Msci Kld 400 Social Et Transaction History

Onyx Bridge Wealth Group LLC

  • $639 Million
  • Q3 2024

A detailed history of Onyx Bridge Wealth Group LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Onyx Bridge Wealth Group LLC holds 16,979 shares of DSI stock, worth $1.93 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
16,979
Previous 20,082 15.45%
Holding current value
$1.93 Million
Previous $2.09 Million 11.41%
% of portfolio
0.29%
Previous 0.35%

Shares

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

Oct 16, 2024
SELL
$97.81 - $108.79 $303,504 - $337,575
-3,103 Reduced 15.45%
16,979 $1.85 Million
Q2 2024

Jul 22, 2024
BUY
$94.27 - $104.77 $149,889 - $166,584
1,590 Added 8.6%
20,082 $2.09 Million
Q1 2024

Apr 29, 2024
BUY
$89.27 - $100.81 $791,200 - $893,479
8,863 Added 92.04%
18,492 $1.86 Million
Q4 2023

Jan 31, 2024
SELL
$77.74 - $91.23 $156,646 - $183,828
-2,015 Reduced 17.31%
9,629 $876,000
Q3 2023

Oct 16, 2023
BUY
$80.77 - $87.25 $162,590 - $175,634
2,013 Added 20.9%
11,644 $947,000
Q2 2023

Jul 25, 2023
BUY
$76.24 - $84.24 $192,734 - $212,958
2,528 Added 35.59%
9,631 $810,000
Q1 2023

Apr 10, 2023
BUY
$71.07 - $79.2 $39,870 - $44,431
561 Added 8.58%
7,103 $553,000
Q4 2022

Jan 11, 2023
SELL
$66.36 - $76.94 $4,645 - $5,385
-70 Reduced 1.06%
6,542 $0
Q3 2022

Oct 13, 2022
BUY
$66.97 - $81.69 $43,262 - $52,771
646 Added 10.83%
6,612 $439,000
Q2 2022

Jul 25, 2022
BUY
$69.6 - $87.62 $9,117 - $11,478
131 Added 2.25%
5,966 $447,000
Q1 2022

May 09, 2022
BUY
$79.44 - $93.34 $130,043 - $152,797
1,637 Added 38.99%
5,835 $464,000
Q4 2021

Jan 18, 2022
BUY
$83.4 - $93.49 $350,113 - $392,471
4,198 New
4,198 $392,000

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
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