Sovran Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Sovran Advisors, LLC

  • $954 Billion
  • Q2 2025

A detailed history of Sovran Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sovran Advisors, LLC holds 4,894 shares of DSI stock, worth $616,301. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,894
Previous 2,728 79.4%
Holding current value
$616,301
Previous $264 Million 116.57%
% of portfolio
0.06%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
$91.62 - $116.16 $198,448 - $251,602
2,166 Added 79.4%
4,894 $571 Million
Q1 2025

Apr 24, 2025
BUY
$101.98 - $115.66 $80,666 - $91,487
791 Added 40.84%
2,728 $264 Million
Q4 2024

Jan 29, 2025
BUY
$107.41 - $115.71 $208,053 - $224,130
1,937 New
1,937 $212 Million

Others Institutions Holding DSI

# of Institutions
633
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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