Sound View Wealth Advisors Group, LLC Ishares Msci Kld 400 Social Et Transaction History

Sound View Wealth Advisors Group, LLC

  • $1.2 Billion
  • Q1 2025

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 2,694 shares of DSI stock, worth $298,522. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,694
Previous 3,541 23.92%
Holding current value
$298,522
Previous $390,000 29.49%
% of portfolio
0.02%
Previous 0.03%

Shares

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

May 08, 2025
SELL
$101.98 - $115.66 $86,377 - $97,964
-847 Reduced 23.92%
2,694 $275,000
Q4 2024

Feb 07, 2025
BUY
$107.41 - $115.71 $4,403 - $4,744
41 Added 1.17%
3,541 $390,000
Q3 2024

Nov 12, 2024
BUY
$97.81 - $108.79 $342,335 - $380,765
3,500 New
3,500 $380,000

Others Institutions Holding DSI

# of Institutions
606
Shares Held
25.4M
Call Options Held
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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