Paradigm, Strategies In Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Paradigm, Strategies In Wealth Management, LLC

$153 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 15, 2021	SELL	$82.17 - $87.81 $58,176 - $62,169	-708 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$70.61 - $76.36 $49,991 - $54,062	708 New	708 $54,000

Others Institutions Holding DSI

# of Institutions

574

Shares Held

26M

Call Options Held

Put Options Held

800

Morgan Stanley New York, NY

4.87M
Shares

$555 Million
0.04% of portfolio
Envestnet Asset Management Inc

2.18M
Shares

$249 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.56M
Shares

$178 Million
0.01% of portfolio
Jpmorgan Chase & CO New York, NY

1.53M
Shares

$174 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

983K
Shares

$112 Million
0.03% of portfolio

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

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