Revolve Wealth Partners, LLC Ishares Msci Kld 400 Social Et Transaction History

Revolve Wealth Partners, LLC

$909 Million
Q4 2024

A detailed history of Revolve Wealth Partners, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 16,668 shares of DSI stock, worth $1.85 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

16,668

Previous 16,549 0.72%

Holding current value

$1.85 Million

Previous $1.8 Million 2.06%

% of portfolio

0.2%

Previous 0.29%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$107.41 - $115.71 $12,781 - $13,769	119 Added 0.72%	16,668 $1.84 Million
Q3 2024 Oct 18, 2024	BUY	$97.81 - $108.79 $59,272 - $65,926	606 Added 3.8%	16,549 $1.8 Million
Q2 2024 Jul 19, 2024	BUY	$94.27 - $104.77 $155,828 - $173,184	1,653 Added 11.57%	15,943 $1.66 Million
Q1 2024 Apr 15, 2024	BUY	$89.27 - $100.81 $67,755 - $76,514	759 Added 5.61%	14,290 $1.44 Million
Q4 2023 Jan 12, 2024	BUY	$77.74 - $91.23 $326,741 - $383,439	4,203 Added 45.06%	13,531 $1.23 Million
Q3 2023 Oct 10, 2023	BUY	$80.77 - $87.25 $24,231 - $26,175	300 Added 3.32%	9,328 $759,000
Q2 2023 Jul 20, 2023	BUY	$76.24 - $84.24 $63,584 - $70,256	834 Added 10.18%	9,028 $759,000
Q1 2023 Apr 06, 2023	BUY	$71.07 - $79.2 $42,641 - $47,520	600 Added 7.9%	8,194 $639,000
Q4 2022 Jan 17, 2023	BUY	$66.36 - $76.94 $84,078 - $97,482	1,267 Added 20.03%	7,594 $0
Q3 2022 Oct 12, 2022	BUY	$66.97 - $81.69 $223,344 - $272,436	3,335 Added 111.46%	6,327 $424,000
Q2 2022 Jul 11, 2022	BUY	$69.6 - $87.62 $208,243 - $262,159	2,992 New	2,992 $215,000

Others Institutions Holding DSI

# of Institutions

612

Shares Held

28M

Call Options Held

3.1K

Put Options Held

1.6K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
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Revolve Wealth Partners, LLC Ishares Msci Kld 400 Social Et Transaction History