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

Sagespring Wealth Partners, LLC

  • $4.64 Trillion
  • Q2 2025

A detailed history of Sagespring Wealth Partners, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sagespring Wealth Partners, LLC holds 8,471 shares of DSI stock, worth $1.05 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,471
Previous 7,837 8.09%
Holding current value
$1.05 Million
Previous $803 Million 22.59%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 28, 2025
BUY
$91.62 - $116.16 $58,087 - $73,645
634 Added 8.09%
8,471 $984 Million
Q1 2025

Apr 17, 2025
BUY
$101.98 - $115.66 $57,822 - $65,579
567 Added 7.8%
7,837 $803 Million
Q4 2024

Feb 13, 2025
BUY
$107.41 - $115.71 $780,870 - $841,211
7,270 New
7,270 $801 Million

Others Institutions Holding DSI

# of Institutions
628
Shares Held
24.9M
Call Options Held
0
Put Options Held
0
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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