Smith & Howard Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Smith & Howard Wealth Management, LLC

$323 Million
Q2 2025

A detailed history of Smith & Howard Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 2,038 shares of DSI stock, worth $251,957. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,038

Previous 2,078 1.92%

Holding current value

$251,957

Previous $212,000 11.32%

% of portfolio

0.07%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$91.62 - $116.16 $3,664 - $4,646	-40 Reduced 1.92%	2,038 $236,000
Q1 2025 Apr 22, 2025	SELL	$101.98 - $115.66 $4,589 - $5,204	-45 Reduced 2.12%	2,078 $212,000
Q3 2024 Oct 23, 2024	SELL	$97.81 - $108.79 $3,618 - $4,025	-37 Reduced 1.71%	2,123 $230,000
Q1 2024 Apr 15, 2024	BUY	$89.27 - $100.81 $192,823 - $217,749	2,160 New	2,160 $217,000
Q2 2023 Jul 17, 2023	SELL	$76.24 - $84.24 $13,723 - $15,163	-180 Reduced 4.88%	3,505 $295,000
Q4 2022 Feb 06, 2023	BUY	$66.36 - $76.94 $39,816 - $46,164	600 Added 19.45%	3,685 $264,000
Q3 2022 Oct 18, 2022	BUY	$66.97 - $81.69 $206,602 - $252,013	3,085 New	3,085 $207,000

Others Institutions Holding DSI

# of Institutions

630

Shares Held

24.8M

Call Options Held

Put Options Held

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About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
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Smith & Howard Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History