Ritter Daniher Financial Advisory LLC Ishares Msci Kld 400 Social Et Transaction History

Ritter Daniher Financial Advisory LLC

  • $366 Million
  • Q2 2025

A detailed history of Ritter Daniher Financial Advisory LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Ritter Daniher Financial Advisory LLC holds 2,500 shares of DSI stock, worth $314,825. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,500
Previous 3,000 16.67%
Holding current value
$314,825
Previous $307,000 5.54%
% of portfolio
0.08%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$91.62 - $116.16 $45,810 - $58,080
-500 Reduced 16.67%
2,500 $290,000
Q2 2022

Aug 11, 2022
BUY
$69.6 - $87.62 $208,799 - $262,860
3,000 New
3,000 $216,000

Others Institutions Holding DSI

# of Institutions
639
Shares Held
24.7M
Call Options Held
0
Put Options Held
2.5K
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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