Polaris Wealth Advisory Group, LLC Ishares Msci Kld 400 Social Et Transaction History

Polaris Wealth Advisory Group, LLC

  • $1.3 Billion
  • Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 7,113 shares of DSI stock, worth $752,199. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,113
Previous 6,997 1.66%
Holding current value
$752,199
Previous $588,000 1.53%
% of portfolio
0.04%
Previous 0.05%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023
BUY
$80.77 - $87.25 $9,369 - $10,121
116 Added 1.66%
7,113 $579,000
Q2 2023

Aug 07, 2023
BUY
$76.24 - $84.24 $16,772 - $18,532
220 Added 3.25%
6,997 $588,000
Q1 2023

May 03, 2023
SELL
$71.07 - $79.2 $17,909 - $19,958
-252 Reduced 3.59%
6,777 $528,000
Q4 2022

Jan 19, 2023
BUY
$69.01 - $76.94 $5,451 - $6,078
79 Added 1.14%
7,029 $0
Q3 2022

Oct 12, 2022
SELL
N/A
-12,212 Reduced 63.73%
6,950 $465,000
Q2 2022

Jul 12, 2022
BUY
N/A
12,697 Added 196.4%
19,162 $1.38 Million
Q1 2022

Apr 19, 2022
SELL
N/A
-362 Reduced 5.3%
6,465 $553,000
Q4 2021

Jan 26, 2022
BUY
N/A
568 Added 9.07%
6,827 $634,000
Q3 2021

Oct 18, 2021
SELL
N/A
-554 Reduced 8.13%
6,259 $536,000
Q2 2021

Jul 23, 2021
BUY
N/A
913 Added 15.47%
6,813 $567,000
Q1 2021

Apr 19, 2021
BUY
N/A
960 Added 19.43%
5,900 $467,000
Q4 2020

Jan 25, 2021
BUY
N/A
2,756 Added 126.19%
4,940 $361,000
Q3 2020

Oct 15, 2020
BUY
N/A
403 Added 22.63%
2,184 $283,000
Q2 2020

Jul 13, 2020
BUY
N/A
1,781 New
1,781 $212,000
Q4 2018

Jan 17, 2019
SELL
N/A
-833 Closed
0 $0
Q3 2018

Oct 19, 2018
BUY
N/A
742 Added 815.38%
833 $89,000
Q1 2018

Apr 09, 2018
BUY
N/A
91 New
91 $9,000

Others Institutions Holding DSI

# of Institutions
530
Shares Held
25.4M
Call Options Held
3K
Put Options Held
400
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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