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

Sk Wealth Management, LLC

  • $268 Billion
  • Q3 2025

A detailed history of Sk Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sk Wealth Management, LLC holds 4,794 shares of DSI stock, worth $603,708. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,794
Previous 4,270 12.27%
Holding current value
$603,708
Previous $501 Million 21.33%
% of portfolio
0.23%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025
BUY
$115.96 - $125.95 $60,763 - $65,997
524 Added 12.27%
4,794 $608 Million
Q2 2025

Jul 10, 2025
BUY
$91.62 - $116.16 $824 - $1,045
9 Added 0.21%
4,270 $501 Million
Q1 2025

Apr 22, 2025
BUY
$101.98 - $115.66 $1,019 - $1,156
10 Added 0.24%
4,261 $402 Million
Q3 2024

Dec 30, 2024
BUY
$97.81 - $108.79 $415,790 - $462,466
4,251 New
4,251 $476 Million

Others Institutions Holding DSI

# of Institutions
639
Shares Held
24.7M
Call Options Held
0
Put Options Held
2.5K
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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