A detailed history of Org Partners LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Org Partners LLC holds 457 shares of DSI stock, worth $51,467. This represents 0.01% of its overall portfolio holdings.

Number of Shares
457
Previous 530 13.77%
Holding current value
$51,467
Previous $55,000 10.91%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 11, 2024

SELL
$97.81 - $108.79 $7,140 - $7,941
-73 Reduced 13.77%
457 $49,000
Q2 2024

Jul 16, 2024

BUY
$94.27 - $104.77 $49,963 - $55,528
530 New
530 $55,000
Q4 2023

Jan 29, 2024

BUY
$77.74 - $91.23 $13,449 - $15,782
173 Added 35.97%
654 $59,000
Q3 2023

Nov 03, 2023

SELL
$80.77 - $87.25 $10,257 - $11,080
-127 Reduced 20.89%
481 $481,000
Q2 2023

Jul 25, 2023

BUY
$76.24 - $84.24 $46,353 - $51,217
608 New
608 $51.3 Million

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Org Partners LLC Portfolio

Follow Org Partners LLC 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 Org Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Partners LLC with notifications on news.