Schneider Downs Wealth Management Advisors, LP Ishares Msci Kld 400 Social Et Transaction History

Schneider Downs Wealth Management Advisors, LP

$649 Million
Q2 2025

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 21,863 shares of DSI stock, worth $2.77 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

21,863

Previous 21,863 -0.0%

Holding current value

$2.77 Million

Previous $2.24 Million 13.45%

% of portfolio

0.39%

Previous 0.42%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$101.98 - $115.66 $73,017 - $82,812	-716 Reduced 3.17%	21,863 $2.24 Million
Q2 2024 Aug 07, 2024	BUY	$94.27 - $104.77 $1.15 Million - $1.28 Million	12,200 Added 117.55%	22,579 $2.34 Million
Q4 2021 Jan 31, 2022	SELL	$83.4 - $93.49 $68,471 - $76,755	-821 Reduced 7.33%	10,379 $964,000
Q4 2020 Jan 21, 2021	BUY	$62.23 - $71.54 $348,488 - $400,624	5,600 Added 100.0%	11,200 $801,000
Q1 2020 Apr 21, 2020	BUY	$42.17 - $63.99 $236,152 - $358,344	5,600 New	5,600 $545,000
Q4 2018 Jan 31, 2019	SELL	N/A	-3,605 Closed	0 $0
Q3 2018 Oct 18, 2018	BUY	N/A	3,605 New	3,605 $385,000
Q2 2018 Jul 24, 2018	SELL	N/A	-4,222 Closed	0 $0
Q1 2018 Apr 17, 2018	BUY	N/A	4,222 New	4,222 $413,000

Others Institutions Holding DSI

# of Institutions

629

Shares Held

24.9M

Call Options Held

Put Options Held

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About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

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Schneider Downs Wealth Management Advisors, LP Ishares Msci Kld 400 Social Et Transaction History