Perennial Investment Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Perennial Investment Advisors, LLC

  • $761 Million
  • Q3 2024

A detailed history of Perennial Investment Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 4,699 shares of DSI stock, worth $530,000. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,699
Previous 4,470 5.12%
Holding current value
$530,000
Previous $464,000 10.13%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 14, 2024
BUY
$97.81 - $108.79 $22,398 - $24,912
229 Added 5.12%
4,699 $511,000
Q2 2024

Aug 09, 2024
BUY
$94.27 - $104.77 $34,597 - $38,450
367 Added 8.94%
4,470 $464,000
Q1 2024

May 14, 2024
BUY
$89.27 - $100.81 $22,763 - $25,706
255 Added 6.63%
4,103 $413,000
Q4 2023

Feb 14, 2024
BUY
$77.74 - $91.23 $33,350 - $39,137
429 Added 12.55%
3,848 $350,000
Q3 2023

Nov 14, 2023
BUY
$80.77 - $87.25 $12,357 - $13,349
153 Added 4.68%
3,419 $278,000
Q2 2023

Aug 14, 2023
BUY
$76.24 - $84.24 $17,687 - $19,543
232 Added 7.65%
3,266 $274,000
Q1 2023

May 11, 2023
BUY
$71.07 - $79.2 $215,626 - $240,292
3,034 New
3,034 $236,000
Q3 2022

Nov 09, 2022
BUY
$66.97 - $81.69 $1,942 - $2,369
29 Added 0.96%
3,039 $204,000
Q2 2022

Aug 10, 2022
BUY
$69.6 - $87.62 $4,176 - $5,257
60 Added 2.03%
3,010 $216,000
Q1 2022

May 09, 2022
BUY
$79.44 - $93.34 $5,560 - $6,533
70 Added 2.43%
2,950 $254,000
Q4 2021

Feb 14, 2022
BUY
$83.4 - $93.49 $3,252 - $3,646
39 Added 1.37%
2,880 $266,000
Q3 2021

Nov 12, 2021
BUY
$82.17 - $87.81 $1,889 - $2,019
23 Added 0.82%
2,841 $235,000
Q2 2021

Jul 29, 2021
BUY
$77.33 - $82.83 $3,479 - $3,727
45 Added 1.62%
2,818 $233,000
Q1 2021

Apr 29, 2021
BUY
$70.61 - $76.36 $195,801 - $211,746
2,773 New
2,773 $212,000

Others Institutions Holding DSI

# of Institutions
578
Shares Held
26.1M
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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