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

Schneider Downs Wealth Management Advisors, LP

  • $536 Million
  • Q1 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 $2.42 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
21,863
Previous 22,579 3.17%
Holding current value
$2.42 Million
Previous $2.49 Million 10.08%
% of portfolio
0.42%
Previous 0.48%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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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