A detailed history of Smartleaf Asset Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 2,531 shares of DSI stock, worth $287,521. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,531
Previous 2,835 10.72%
Holding current value
$287,521
Previous $296 Million 7.07%
% of portfolio
0.03%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$97.81 - $108.79 $29,734 - $33,072
-304 Reduced 10.72%
2,531 $275 Million
Q2 2024

Aug 13, 2024

SELL
$94.27 - $104.77 $12,349 - $13,724
-131 Reduced 4.42%
2,835 $296 Million
Q1 2024

Oct 07, 2024

BUY
$89.27 - $100.81 $11,694 - $13,206
131 Added 4.62%
2,966 $299 Million
Q4 2023

Feb 12, 2024

BUY
$77.74 - $91.23 $230,576 - $270,588
2,966 New
2,966 $271 Million

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Smartleaf Asset Management LLC Portfolio

Follow Smartleaf Asset 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 Smartleaf Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smartleaf Asset Management LLC with notifications on news.