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

Savvy Advisors, Inc.

  • $974 Million
  • Q1 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 6,517 shares of DSI stock, worth $722,148. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,517
Previous 6,746 3.39%
Holding current value
$722,148
Previous $743,000 10.23%
% of portfolio
0.07%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
606
Shares Held
25.4M
Call Options Held
1K
Put Options Held
1.6K
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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