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

Sharkey, Howes & Javer

  • $588 Million
  • Q1 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 30,897 shares of DSI stock, worth $3.23 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
30,897
Previous 32,043 3.58%
Holding current value
$3.23 Million
Previous $2.92 Million 6.75%
% of portfolio
0.53%
Previous 0.52%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$69.01 - $76.94 $812,799 - $906,199
-11,778 Reduced 14.74%
68,124 $4.89 Million
Q3 2022

Nov 02, 2022
BUY
N/A
16,303 Added 25.63%
79,902 $5.35 Million
Q2 2022

Jul 27, 2022
BUY
N/A
24,260 Added 61.67%
63,599 $4.57 Million
Q1 2022

Apr 25, 2022
BUY
N/A
25,473 Added 183.71%
39,339 $3.41 Million
Q4 2021

Feb 03, 2022
BUY
N/A
13,866 New
13,866 $1.29 Million
Q3 2021

Oct 29, 2021
SELL
N/A
-3,920 Closed
0 $0
Q2 2021

Jul 28, 2021
SELL
N/A
-3,169 Reduced 44.7%
3,920 $325,000
Q1 2021

Apr 21, 2021
BUY
N/A
1,895 Added 36.48%
7,089 $541,000
Q4 2020

Feb 04, 2021
BUY
N/A
5,194 New
5,194 $372,000

Others Institutions Holding DSI

# of Institutions
530
Shares Held
25.4M
Call Options Held
3K
Put Options Held
400
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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