Sax Wealth Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Sax Wealth Advisors, LLC

  • $1.63 Billion
  • Q2 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 12,696 shares of DSI stock, worth $1.53 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,696
Previous 11,932 6.4%
Holding current value
$1.53 Million
Previous $1.22 Million 20.72%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Jul 23, 2025
BUY
$91.62 - $116.16 $69,997 - $88,746
764 Added 6.4%
12,696 $1.47 Million
Q1 2025

May 14, 2025
BUY
$101.98 - $115.66 $845,924 - $959,399
8,295 Added 228.07%
11,932 $1.22 Million
Q4 2024

Jan 15, 2025
BUY
$107.41 - $115.71 $12,352 - $13,306
115 Added 3.27%
3,637 $400,000
Q3 2024

Oct 17, 2024
BUY
$97.81 - $108.79 $82,160 - $91,383
840 Added 31.32%
3,522 $383,000
Q2 2024

Jul 12, 2024
BUY
$94.27 - $104.77 $252,832 - $280,993
2,682 New
2,682 $278,000

Others Institutions Holding DSI

# of Institutions
622
Shares Held
25.1M
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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