Sig Fig Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Sig Fig Wealth Management, LLC

  • $2.77 Billion
  • Q1 2025

A detailed history of Sig Fig Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sig Fig Wealth Management, LLC holds 19,995 shares of DSI stock, worth $2.04 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
19,995
Previous 20,091 0.48%
Holding current value
$2.04 Million
Previous $2.22 Million 7.95%
% of portfolio
0.07%
Previous 0.08%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$101.98 - $115.66 $9,790 - $11,103
-96 Reduced 0.48%
19,995 $2.04 Million
Q4 2024

Feb 11, 2025
SELL
$107.41 - $115.71 $89,150 - $96,039
-830 Reduced 3.97%
20,091 $2.22 Million
Q3 2024

Nov 14, 2024
SELL
$97.81 - $108.79 $40,982 - $45,583
-419 Reduced 1.96%
20,921 $2.28 Million
Q2 2024

Aug 09, 2024
BUY
$94.27 - $104.77 $93,233 - $103,617
989 Added 4.86%
21,340 $2.22 Million
Q1 2024

May 10, 2024
SELL
$89.27 - $100.81 $7,587 - $8,568
-85 Reduced 0.42%
20,351 $2.05 Million
Q4 2023

Feb 08, 2024
BUY
$77.74 - $91.23 $226,145 - $265,388
2,909 Added 16.6%
20,436 $1.86 Million
Q3 2023

Nov 09, 2023
SELL
$80.77 - $87.25 $138,197 - $149,284
-1,711 Reduced 8.89%
17,527 $1.43 Million
Q2 2023

Jul 27, 2023
BUY
$76.24 - $84.24 $3,049 - $3,369
40 Added 0.21%
19,238 $1.62 Million
Q1 2023

May 03, 2023
SELL
$71.07 - $79.2 $243,627 - $271,497
-3,428 Reduced 15.15%
19,198 $1.5 Million
Q4 2022

Feb 03, 2023
BUY
$66.36 - $76.94 $119,912 - $139,030
1,807 Added 8.68%
22,626 $1.62 Million
Q3 2022

Nov 10, 2022
SELL
$66.97 - $81.69 $4,687 - $5,718
-70 Reduced 0.34%
20,819 $560,000
Q2 2022

Aug 11, 2022
BUY
$69.6 - $87.62 $879,813 - $1.11 Million
12,641 Added 153.26%
20,889 $532,000
Q1 2022

May 10, 2022
BUY
$79.44 - $93.34 $439,541 - $516,450
5,533 Added 203.79%
8,248 $345,000
Q4 2021

Feb 14, 2022
BUY
$83.4 - $93.49 $226,431 - $253,825
2,715 New
2,715 $250,000
Q3 2021

Oct 13, 2021
SELL
$82.17 - $87.81 $208,547 - $222,861
-2,538 Closed
0 $0
Q2 2021

Aug 10, 2021
BUY
$77.33 - $82.83 $196,263 - $210,222
2,538 New
2,538 $210,000

Others Institutions Holding DSI

# of Institutions
617
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 Sig Fig Wealth Management, LLC Portfolio

Follow Sig Fig Wealth Management, LLC 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 Sig Fig Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sig Fig Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email