Sharkey, Howes & Javer Ishares Msci Kld 400 Social Et Transaction History

Sharkey, Howes & Javer

  • $676 Million
  • Q4 2024

A detailed history of Sharkey, Howes & Javer transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sharkey, Howes & Javer holds 25,319 shares of DSI stock, worth $2.63 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
25,319
Previous 26,240 3.51%
Holding current value
$2.63 Million
Previous $2.85 Million 2.21%
% of portfolio
0.41%
Previous 0.43%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$107.41 - $115.71 $98,924 - $106,568
-921 Reduced 3.51%
25,319 $2.79 Million
Q3 2024

Oct 21, 2024
SELL
$97.81 - $108.79 $391,337 - $435,268
-4,001 Reduced 13.23%
26,240 $2.85 Million
Q2 2024

Jul 17, 2024
SELL
$94.27 - $104.77 $61,841 - $68,729
-656 Reduced 2.12%
30,241 $3.14 Million
Q1 2024

Apr 18, 2024
SELL
$89.27 - $100.81 $102,303 - $115,528
-1,146 Reduced 3.58%
30,897 $3.11 Million
Q4 2023

Jan 19, 2024
BUY
$77.74 - $91.23 $280,330 - $328,975
3,606 Added 12.68%
32,043 $2.92 Million
Q3 2023

Oct 31, 2023
BUY
$80.77 - $87.25 $107,343 - $115,955
1,329 Added 4.9%
28,437 $2.32 Million
Q2 2023

Jul 14, 2023
SELL
$76.24 - $84.24 $2.88 Million - $3.18 Million
-37,783 Reduced 58.23%
27,108 $2.28 Million
Q1 2023

Apr 18, 2023
SELL
$71.07 - $79.2 $229,769 - $256,053
-3,233 Reduced 4.75%
64,891 $5.06 Million
Q4 2022

Jan 30, 2023
SELL
$66.36 - $76.94 $781,588 - $906,199
-11,778 Reduced 14.74%
68,124 $4.89 Million
Q3 2022

Nov 02, 2022
BUY
$66.97 - $81.69 $1.09 Million - $1.33 Million
16,303 Added 25.63%
79,902 $5.35 Million
Q2 2022

Jul 27, 2022
BUY
$69.6 - $87.62 $1.69 Million - $2.13 Million
24,260 Added 61.67%
63,599 $4.57 Million
Q1 2022

Apr 25, 2022
BUY
$79.44 - $93.34 $2.02 Million - $2.38 Million
25,473 Added 183.71%
39,339 $3.41 Million
Q4 2021

Feb 03, 2022
BUY
$83.4 - $93.49 $1.16 Million - $1.3 Million
13,866 New
13,866 $1.29 Million
Q3 2021

Oct 29, 2021
SELL
$82.17 - $87.81 $322,106 - $344,215
-3,920 Closed
0 $0
Q2 2021

Jul 28, 2021
SELL
$77.33 - $82.83 $245,058 - $262,488
-3,169 Reduced 44.7%
3,920 $325,000
Q1 2021

Apr 21, 2021
BUY
$70.61 - $76.36 $133,805 - $144,702
1,895 Added 36.48%
7,089 $541,000
Q4 2020

Feb 04, 2021
BUY
$62.23 - $71.54 $323,222 - $371,578
5,194 New
5,194 $372,000

Others Institutions Holding DSI

# of Institutions
615
Shares Held
27.6M
Call Options Held
3.1K
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
Track This Portfolio

Track Sharkey, Howes & Javer Portfolio

Follow Sharkey, Howes & Javer and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sharkey, Howes & Javer, based on Form 13F filings with the SEC.

News

Stay updated on Sharkey, Howes & Javer with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email