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

Smith & Howard Wealth Management, LLC

  • $364 Million
  • Q1 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 2,078 shares of DSI stock, worth $210,210. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,078
Previous 2,123 2.12%
Holding current value
$210,210
Previous $234,000 9.4%
% of portfolio
0.06%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
609
Shares Held
27.4M
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
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