Retirement Group, LLC Ishares Msci Kld 400 Social Et Transaction History

Retirement Group, LLC

  • $268 Million
  • Q1 2024

A detailed history of Retirement Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Retirement Group, LLC holds 404 shares of DSI stock, worth $46,035. This represents 0.01% of its overall portfolio holdings.

Number of Shares
404
Previous 404 -0.0%
Holding current value
$46,035
Previous $36,000 11.11%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$77.74 - $91.23 $21,378 - $25,088
-275 Reduced 40.5%
404 $36,000
Q4 2022

Feb 15, 2023
BUY
$66.36 - $76.94 $39,086 - $45,317
589 Added 654.44%
679 $49,000
Q3 2022

Nov 14, 2022
SELL
$66.97 - $81.69 $119,809 - $146,143
-1,789 Reduced 95.21%
90 $6,000
Q1 2022

May 06, 2022
BUY
$79.44 - $93.34 $7,149 - $8,400
90 Added 5.03%
1,879 $163,000
Q4 2021

Feb 09, 2022
BUY
$83.4 - $93.49 $22,935 - $25,709
275 Added 18.16%
1,789 $166,000
Q2 2021

Aug 17, 2021
BUY
$77.33 - $82.83 $6,186 - $6,626
80 Added 5.58%
1,514 $125,000
Q4 2020

Feb 22, 2021
BUY
$62.23 - $71.54 $44,618 - $51,294
717 Added 100.0%
1,434 $102,000
Q3 2020

Nov 16, 2021
BUY
$59.39 - $68.32 $24,825 - $28,557
418 Added 139.8%
717 $92,000
Q3 2020

Sep 08, 2021
SELL
$59.39 - $68.32 $24,825 - $28,557
-418 Reduced 58.3%
299 $14,000
Q2 2020

Sep 08, 2021
BUY
$46.66 - $61.22 $2,426 - $3,183
52 Added 7.82%
717 $85,000
Q4 2019

Aug 30, 2021
BUY
$53.71 - $60.35 $35,717 - $40,132
665 New
665 $80,000

Others Institutions Holding DSI

# of Institutions
574
Shares Held
26M
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
Track This Portfolio

Track Retirement Group, LLC Portfolio

Follow Retirement Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Retirement Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email