Principle Wealth Partners LLC Ishares Msci Kld 400 Social Et Transaction History

Principle Wealth Partners LLC

$1.35 Billion
Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Principle Wealth Partners LLC holds 7,047 shares of DSI stock, worth $797,579. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,047

Previous 7,047 -0.0%

Holding current value

$797,579

Previous $766,000 1.31%

% of portfolio

0.06%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 31, 2023	SELL	$76.24 - $84.24 $1,601 - $1,769	-21 Reduced 0.3%	7,047 $593,000
Q1 2023 May 10, 2023	SELL	$71.07 - $79.2 $3,198 - $3,564	-45 Reduced 0.63%	7,068 $551,000
Q4 2022 Feb 02, 2023	SELL	$66.36 - $76.94 $78,304 - $90,789	-1,180 Reduced 14.23%	7,113 $510,000
Q1 2022 May 12, 2022	BUY	$79.44 - $93.34 $9,215 - $10,827	116 Added 1.42%	8,293 $718,000
Q4 2021 Feb 11, 2022	SELL	$83.4 - $93.49 $20,850 - $23,372	-250 Reduced 2.97%	8,177 $760,000
Q2 2021 Aug 13, 2021	BUY	$77.33 - $82.83 $42,376 - $45,390	548 Added 6.96%	8,427 $698,000
Q1 2021 May 18, 2021	BUY	$70.61 - $76.36 $238,803 - $258,249	3,382 Added 75.21%	7,879 $602,000
Q4 2020 Feb 16, 2021	BUY	$62.23 - $71.54 $279,848 - $321,715	4,497 New	4,497 $322,000

Others Institutions Holding DSI

# of Institutions

584

Shares Held

26.1M

Call Options Held

Put Options Held

800

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About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

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Principle Wealth Partners LLC Ishares Msci Kld 400 Social Et Transaction History