Potentia Wealth Ishares Msci Kld 400 Social Et Transaction History

Potentia Wealth

  • $175 Billion
  • Q2 2025

A detailed history of Potentia Wealth transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Potentia Wealth holds 12,068 shares of DSI stock, worth $1.49 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
12,068
Previous 12,195 1.04%
Holding current value
$1.49 Million
Previous $1.25 Billion 12.25%
% of portfolio
0.8%
Previous 0.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$91.62 - $116.16 $11,635 - $14,752
-127 Reduced 1.04%
12,068 $1.4 Billion
Q1 2025

May 09, 2025
BUY
$101.98 - $115.66 $247,403 - $280,591
2,426 Added 24.83%
12,195 $1.25 Billion
Q4 2024

Feb 11, 2025
BUY
$107.41 - $115.71 $1.05 Million - $1.13 Million
9,769 New
9,769 $1.08 Billion

Others Institutions Holding DSI

# of Institutions
628
Shares Held
24.9M
Call Options Held
0
Put Options Held
0
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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