A detailed history of Rede Wealth, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Rede Wealth, LLC holds 7,687 shares of DSI stock, worth $803,906. This represents 0.32% of its overall portfolio holdings.

Number of Shares
7,687
Previous 7,700 0.17%
Holding current value
$803,906
Previous $701,000 10.41%
% of portfolio
0.32%
Previous 0.33%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

SELL
$89.27 - $100.81 $1,160 - $1,310
-13 Reduced 0.17%
7,687 $774,000
Q4 2023

Jan 17, 2024

SELL
$77.74 - $91.23 $27,364 - $32,112
-352 Reduced 4.37%
7,700 $701,000
Q3 2023

Nov 08, 2023

BUY
$80.77 - $87.25 $7,188 - $7,765
89 Added 1.12%
8,052 $655,000
Q2 2023

Aug 07, 2023

SELL
$76.24 - $84.24 $20,051 - $22,155
-263 Reduced 3.2%
7,963 $670,000
Q1 2023

Apr 26, 2023

BUY
$71.07 - $79.2 $25,656 - $28,591
361 Added 4.59%
8,226 $641,000
Q4 2022

Jan 17, 2023

SELL
$69.01 - $76.94 $13,180 - $14,695
-191 Reduced 2.37%
7,865 $0
Q3 2022

Oct 17, 2022

BUY
N/A
328 Added 4.24%
8,056 $540,000
Q2 2022

Jul 21, 2022

SELL
N/A
-222 Reduced 2.79%
7,728 $556,000
Q1 2022

Apr 18, 2022

BUY
N/A
719 Added 9.94%
7,950 $689,000
Q4 2021

Feb 07, 2022

BUY
N/A
12 Added 0.17%
7,231 $672,000
Q3 2021

Oct 08, 2021

BUY
N/A
447 Added 6.6%
7,219 $601,000
Q2 2021

Jul 22, 2021

SELL
N/A
-95 Reduced 1.38%
6,772 $561,000
Q1 2021

May 12, 2021

BUY
N/A
717 Added 11.66%
6,867 $524,000
Q4 2020

Feb 16, 2021

BUY
N/A
6,150 New
6,150 $440,000

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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