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

Revolve Wealth Partners, LLC

  • $579 Million
  • Q2 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 15,943 shares of DSI stock, worth $1.73 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
15,943
Previous 14,290 11.57%
Holding current value
$1.73 Million
Previous $1.44 Million 14.93%
% of portfolio
0.29%
Previous 0.26%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
553
Shares Held
26.4M
Call Options Held
3K
Put Options Held
700
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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