A detailed history of Retirement Income Solutions, Inc transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Retirement Income Solutions, Inc holds 5,757 shares of DSI stock, worth $656,010. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,757
Previous 5,757 -0.0%
Holding current value
$656,010
Previous $597,000 4.86%
% of portfolio
0.14%
Previous 0.15%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

SELL
$94.27 - $104.77 $717,583 - $797,509
-7,612 Reduced 56.94%
5,757 $597,000
Q2 2023

Jul 28, 2023

BUY
$76.24 - $84.24 $139,900 - $154,580
1,835 Added 15.91%
13,369 $1.13 Million
Q1 2023

May 05, 2023

SELL
$71.07 - $79.2 $43,921 - $48,945
-618 Reduced 5.09%
11,534 $899,000
Q4 2022

Feb 08, 2023

SELL
$66.36 - $76.94 $11,413 - $13,233
-172 Reduced 1.4%
12,152 $872,000
Q2 2022

Aug 16, 2022

BUY
$69.6 - $87.62 $138,434 - $174,276
1,989 Added 19.25%
12,324 $886,000
Q1 2022

May 06, 2022

BUY
$79.44 - $93.34 $393,228 - $462,033
4,950 Added 91.92%
10,335 $895 Million
Q4 2021

Feb 04, 2022

BUY
$83.4 - $93.49 $242,277 - $271,588
2,905 Added 117.14%
5,385 $500 Million
Q2 2021

Jul 29, 2021

BUY
$77.33 - $82.83 $191,778 - $205,418
2,480 New
2,480 $205 Million

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Retirement Income Solutions, Inc Portfolio

Follow Retirement Income Solutions, Inc 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 Income Solutions, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Retirement Income Solutions, Inc with notifications on news.