Savvy Advisors, Inc. Ishares Msci Kld 400 Social Et Transaction History

Savvy Advisors, Inc.

  • $2.09 Billion
  • Q3 2025

A detailed history of Savvy Advisors, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Savvy Advisors, Inc. holds 6,790 shares of DSI stock, worth $859,614. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,790
Previous 6,854 0.93%
Holding current value
$859,614
Previous $796,000 7.41%
% of portfolio
0.04%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$115.96 - $125.95 $7,421 - $8,060
-64 Reduced 0.93%
6,790 $855,000
Q2 2025

Aug 04, 2025
BUY
$91.62 - $116.16 $30,875 - $39,145
337 Added 5.17%
6,854 $796,000
Q1 2025

May 12, 2025
SELL
$101.98 - $115.66 $23,353 - $26,486
-229 Reduced 3.39%
6,517 $667,000
Q4 2024

Feb 13, 2025
BUY
$107.41 - $115.71 $358,104 - $385,777
3,334 Added 97.71%
6,746 $743,000
Q3 2024

Nov 05, 2024
BUY
$97.81 - $108.79 $10,954 - $12,184
112 Added 3.39%
3,412 $371 Million
Q2 2024

Aug 14, 2024
BUY
$94.27 - $104.77 $311,091 - $345,741
3,300 New
3,300 $343 Million

Others Institutions Holding DSI

# of Institutions
642
Shares Held
24.6M
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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